1. Setting up your MailMerge365 account
Prerequisite: The only requirement to use MailMerge365 is an active account and mailbox with a "Microsoft 365 Business" Subscription. You need to have permission to install plugins and provide permission to your mailbox which is usually the case unless your organisation's administrator has restricted this. If you encounter an issue explaining you don't have enough rights, get in touch with your organisation IT administrator and forward them your request to install MailMerge365.
Method 1: Using Microsoft Apps
Step 1: Add the App
Find the "Apps" or "All Apps" icon on your ribbon toolbar, click on it to show all existing apps you have installed. Click on the "Add Apps" link at the bottom to open "Add-Ins for Outlook".
| "New Outlook" interface:
|| "Classic Outlook" interface:
Step 2: Search for the App
Type MailMerge365 in the search bar and wait for the application box to appear. Click on the application box to open a popup window.
Step 3: Add the App
In the popup window click the "Add" button to install MailMerge365.
A confirmation popup will appears once it has been installed. Head back to your Inbox in "New Outlook" (or close the window in "Classic Outlook") and start a new email message.
Continue with our guide on creating your first mail merge campaign with MailMerge365.
Method 2: Using "Get Add-Ins" (older versions)
Step 1: Install the plugin from the Add-Ins/Office Store
If you have multiple accounts installed in your Outlook Client, you must make sure the correct account is selected before performing these steps. If you run into any problems it can be easier to follow the "Outlook on the Web" (right column below) instructions which require you log-in as the specific account you want to use for MailMerge365. Once installed you can return to any Outlook client you'd like to send campaigns.
Installing the plugin for the Web version of Outlook automatically installs it for all your Outlook clients (Windows & Mac) too (and vice versa).
| For Outlook Clients (Windows & Mac)
|| For Outlook on the Web visit https://outlook.office.com/
Step 2: This will open up the Office Add-In Store where you can search for MailMerge365.
Step 3: You may be presented with a search result of the details page. In both cases simply click "Add" to add it to your account.
Step 4: Then you follow the instructions on screen to get you setup and authenticated.
Next, have a look at the guide to setting up your first mail merge campaign with MailMerge365.