Help Center for SecureMailMerge
SecureMailMerge
Help Center
Here you will find all our guides to getting you started, troubleshooting certain issues or frequently asked questions. If anything isn't answered, feel free to reach out at [email protected]
Getting Started Guides
- Installing the Add-In from the Office Store
- Getting Started and sending your first mail merge
- Creating and personalizing a mail merge template
- Using the Outlook Address Book to send campaigns
- Add an attachment to your mail merge
Advanced Use Cases
- Sending a mail merge with individual attachments
- Sending a mail merge with many-to-one
- Specify fallback/default values in your a mail merge template
- Add individual links to your mail merge
- Request read receipts or delivery receipts for your mail merge
- Send your mail merge with high importance
- Adding multiple CC or BCC recipients to a mail merge
- Sending a mail merge with a delay between messages
- Previewing the result of a mail merge before sending
- Specify hours during which to send a mail merge
- Set start date of a scheduled mail merge
- Add custom mail headers or Add List-Unsubscribe headers to a mail merge
Security
- General Overview of IT Security of SecureMailMerge
- Microsoft 365 permissions required to run SecureMailMerge
- Firewall permissions required to run SecureMailMerge
- Request a Data Processing Addendum
Licensing
Troubleshooting
- The app icon is not showing in Outlook (anymore)
- Error "Need Admin Approval" or "Approval Required"
- You purchased a license, but email campaigns still show the promotional footer
- Enabling Browser Storage
- Add-in error messages explained
- Shared Mailbox Support
- Sending example message to support
- Sending a network log to support