# Exchange Tips: Sending a mail merge as a Shared Mailbox

## Intro

This article slightly follows up on a previous around logging into a Shared Mailbox as a user.

I'll outline how to send a mail merge as a Shared Mailbox via a profile we created earlier in this article:

[Exchange Tips: Logging into a Shared Mailbox with a user's account on a separate profile](https://www.connordean.co.uk/exchange-tips-logging-into-a-shared-mailbox-with-a-user-s-account-on-a-separate-profile)

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## Creating your mail merge

Start by ensuring you have your mail merge setup.

This involves typically:

*   A Microsoft Word document, with the content we wish to send our address list.
    
*   A list of people to be emailed. Either in an Excel Workbook or a text file.
    

To prepare your workbook for sending with Mail Merge please see this helpful Microsoft guide: [Prepare your Excel data source for a Word mail merge | Microsoft Support](https://support.microsoft.com/en-us/word/prepare-your-excel-data-source-for-a-word-mail-merge)

Ensure that you have started your mail merge by specifying the type, we've chosen **Email Messages**.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/68f70446-6570-44e8-998d-0ad88b4636d1.png align="center")

Configure your document and ensure the recipient list has been added.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/8b9a9797-ebe9-446d-89e0-a2701b1089cc.png align="center")

Finally, once happy with your content, preview via the 'Preview Results' button.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/2733b7ba-a7a8-4d88-8ba6-0d0779d734d7.png align="center")

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## Starting your mail merge

Once happy with your document and address list. Click on 'Finish & Merge'.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/3c559ef5-d325-44d6-8ca9-20148ac21cd0.png align="center")

Then select 'Send Email Messages...'

Within the **Merge to Email** pop up box, ensure that the **To** is configured to the email header within your recipient list. Additionally, provide a subject line.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/459c4b61-f4e1-4d3f-974a-6d859b4ed906.png align="center")

After clicking 'OK' the Outlook (Classic) profile prompt will appear. Select the Profile you wish to send as, we will be using my **Mail Merge** profile, click 'OK'.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/18162e97-5d39-40f2-ac3f-2e87ce560509.png align="center")

It's likely if you don't have the profile open then it won't open the Outlook client, feel free to open **Outlook (Classic)** to see the results.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/79a6ad37-79e5-462f-918c-0b20b281a93b.png align="center")

And the recipient would see this.

![](https://cdn.hashnode.com/uploads/covers/69c01ab5d9da55a9a5b416d5/a4a94192-fab2-4c18-8496-32063b7c8376.png align="center")

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## Final Thoughts

Ensuring the user has both **Send as** and **Read and Manage** permissions is key to ensuring this works properly.

Good luck!