How to Set A Default Outlook Email Address (Microsoft Word Mail Merge - Shared Mailbox)

Introduction

This article explains how to set up a shared mailbox in Outlook and make it the default email address so that mail merging will use the shared mailbox instead of your personal account to send emails.

Note: The following steps are for Outlook Classic

How to Add the Shared Mailbox to Outlook

  1. Open the Outlook application.
  2. Click on File on the toolbar at the top.
  3. Click on Account Settings.

Screenshot of the File tab in Outlook highlighting the account settings icon.

  1. Select Account Settings… from the drop-down.

Image of the Account Settings highlighting the "Account Settings..." icon

  1. Click on New in the Email tab.

Image of the Email Accounts highlighting the "New" button

  1. Enter the shared email address and click on Connect.

Image of outlook sign-in pop-up highlighting the connect button

  1. Enter the password associated with the account and select Sign in.
  2. Enter the address for your primary email account that has access to the shared account and click on Next.
  3. Enter the password for your primary email account and select Sign In, then during the authentication when prompted to sign in with the shared mailbox, select 'Sign in with another account.
  4. Once signed in, click Done, exit out of all open Outlook windows, and reopen Outlook.
  5. You’ll now see the shared inbox in the left-hand navigation panel. Note that it may take a while to synchronize all emails for the shared inbox.

How to Set the Shared Email as the Default Email

  1. Open the Outlook application.
  2. Click on File on the toolbar at the top.
  3. Click on Options.

Screenshot of the File tab in Outlook highlighting the account settings icon.

  1. Now select Mail on the right panel and under the Send Messages tab.
  2. Click on the check box for Always use the default account when composing new messages.

Screenshot of the Outlook options highlighting the "Mail", "Send Messages" and the check box option "Always use the default account when composing new messages"

  1. Click on File on the toolbar at the top.
  2. Click the Account Settings button and select Account Settings from the drop-down.

Image of the Account Settings highlighting the "Account Settings..." icon

  1. Select the shared email address that you have added from the list and click on Set as Default.
Note: For direct instructions on setting up a mail merge, please refer to KA:980
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