Mail Merge FAQ
Common questions about SecureMailMerge — pricing, security, compatibility, and how it works.
Frequently asked questions
If you can’t find what you’re looking for, email our support team and we’ll get back to you.
Pricing & Licensing
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How many emails can I send per day?
There is no limitiation on the number of emails you can send per day from our side, but Microsoft 365 has a limit of 10000 emails per 24 hour period and other limits. Please see your applicable terms of service or ask your IT administrator for details. See here
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Can I purchase the license for another mailbox?
Yes, you can purchase any number of licenses on one account and assign them to seperate mailboxes using our licensing server. See here
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Are discounts available for multiple licenses?
Yes, we offer discounts from 10+ licenses if you purchase using the Microsoft AppSource Store. There are no other discounts available at this time.
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Who can I contact regarding vendor onboarding process?
Unfortunately we do not have the resources to complete any custom processes. SecureMailMerge is designed to be self-service and can be purchased via your Microsoft 365 account or via credit card only.
Using mail merge in Outlook
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Can I do a mail merge in the new Outlook?
Yes. SecureMailMerge runs inside the new Outlook on Windows, as well as classic Outlook, Outlook on the web, and Outlook for Mac. You do not need Word or the classic desktop app to send a personalized mail merge.
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Can I send a mail merge with individual attachments?
Yes. SecureMailMerge can attach a different file, or several files, to each recipient based on a column in your spreadsheet. The built-in Word mail merge cannot do this, as Word only attaches the same file to everyone. See here
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Can I do a mail merge without Word?
Yes. SecureMailMerge works entirely inside Outlook, so you can send personalized bulk emails from an Excel or CSV list without opening Word at all.
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Is mail merge with SecureMailMerge GDPR compliant?
Your mail merge data never leaves your computer. SecureMailMerge processes your spreadsheet locally and only hands the finished messages to Microsoft 365 to send, so it inherits the same compliance posture your organization already has with Microsoft 365. No campaign data is ever sent to a SecureMailMerge server.
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How do I send personalized attachments to a list of recipients?
Add an attachments column to your spreadsheet listing the file name for each recipient, upload those files in the add-in, write your email with merge fields, send a test, then start the campaign. Each person receives their own message with their own attachment.
Security & Enterprise
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Can I send a mail merge from a shared mailbox?
Yes. You can use SecureMailMerge to send on behalf of a shared mailbox (info@, sales@, etc.) if your Microsoft 365 tenant grants you Send-As or Send on Behalf permissions. Open a new email in your personal mailbox, change the From address to the shared mailbox, and run your campaign as usual. Two things to note: sent messages will appear in your own Sent Items folder (not the shared mailbox's), and the add-in must be installed on your personal mailbox — it cannot be installed directly on a shared mailbox. See here
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Do you have a document outlining your IT security practices?
Yes, we have a number of documents on our help page. See here
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Does any spreadsheet data leave my premises?
No, all data is processed on your computer and is only the data your specify in the mail merge is sent to Microsoft 365. At no point in time is any campaign data ever sent to a SecureMailMerge server. This also means none of the staff at SecureMailMerge can ever access your data with the exception of your own email address for licensing and support issues. See here
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Do you have Data Processing Addendum?
Yes, you can request a signed copy of our DPA. See here
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Who can I contact regarding a custom security questionnaire?
Unfortunately we do not have the resources to complete any custom questionnaires or processes. SecureMailMerge is designed to be self-service and can be purchased via your Microsoft 365 account or via credit card only.
Looking for more? See the Frequently Asked Questions section in our Help Center.