Install SecureMailMerge using the Apps menu
You install the SecureMailMerge plugin via the Apps menu regardless of which operating system (Windows, Mac or Web) you are working on.
You need a Microsoft 365 Business or Education mailbox. Installation is free; a paid SecureMailMerge license is optional and removes the promotional footer.
Step 1. Open the Office Add-In Store from the Apps Menu
Locate the “Apps” or “All Apps” icon on your ribbon menu and click it to open the installed apps. Head to the bottom and click “Add Apps” to open the AppSource Office Add-In Store.
Note: If you do not have an Apps menu but rather a “Get Add-Ins” button please see this page instead.
Step 2. Search for SecureMailMerge in the Office App Store
In the left search box type “SecureMailMerge” and wait a few seconds for the application box to appear. Click on the application box.
Click the “Add” icon to install SecureMailMerge. Some organizations require a Microsoft 365 administrator to approve add-ins before users can install them. If you see an approval message instead of the add-in, see Why am I seeing “Need Admin Approval”?.
Once the installation is complete, a pop-up will appear indicating the result. You can now close the window and compose a new message to see the SecureMailMerge plugin in your ribbon (or under “All Apps”).
Next, prepare and upload a spreadsheet or choose recipients from your Outlook contacts, then create, test and send your email.
See also
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