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As soon as you do this, you'll be asked to pick the account from which the mailing should be performed and confirm accepting the needed permissions. Or select Immediately to start mailing right after clicking the Send button.Ĭheck the box to save all the sent messages in your Sent Items Outlook folder.Ĭlick Send or Schedule to start the campaign. In this case, the button will change from Send to Schedule.

You can set a date and time for the campaign to schedule it. You can either select a template or paste your HTML-based message. Here you define the message body of the emails. Here are some important notes about the mailing list and below please find more details about the very import process. If needed, enter the email address for reply messages.Ĭlick this icon to import the mailing list. Type in the text your addressees will see in the Subject line of the email received. To start creating a mail merge campaign, click the Mail Merge icon:Ĭlick the New Campaign button at the bottom of the add-in pane:įill in the following fields and select files:Įnter a name for your campaign, it will be displayed only in the Shared Email Templates UI. Some macros are not supported in templates for mail merge campaigns. Most probably, your message for the campaign will include merge fields-specific parts of email messages that are set up as variables with the help of the ~%MergeField macro.Ī mailing list is an Excel table that contains email addresses for the campaign and data for the merge fields. For the email message, you have three options: a simple template, a mail merge template, and your own HTML text. To create a mail merge campaign, you need to prepare text for the email message and a mailing list. The campaign email messages are sent from the Microsoft account you sign in to when finishing creating a campaign. This is done this way, so our mail merge service has access to your inbox only from the moment you finish creating a campaign to the second when the campaign messages have been sent.

In order to protect your security, the add-in will ask you to sign in to your Microsoft account every time you finish creating a campaign and click the Schedule or Send button. Please read the below notes carefully before creating a campaign.