Quick Setup

From install to inbox
in under 5 minutes

No complex configuration, no IT requests, no external tools. SwiftMerge plugs directly into Outlook 365 and you're ready to send.

Watch the full walkthrough

A quick demo showing the complete workflow from install to campaign results.

SwiftMerge for Outlook 365 — Quick Start Demo
2:45

Four steps. That's it.

Each step is designed to be intuitive — most users send their first campaign within minutes of installing.

1
~30 sec

Install the Add-in

Find SwiftMerge on the Microsoft AppSource marketplace and click "Get it now." The add-in installs instantly into your Outlook 365 sidebar — no downloads, no admin approvals needed for most organizations.

Works with Outlook on web, desktop & mobile
No IT department involvement required
Secure Microsoft OAuth sign-in
SwiftMerge for Outlook 365
by Lookout Software, LLC
Microsoft verified publisher
2
~2 min

Import Your Contacts

Upload a CSV or Excel file with your recipients. SwiftMerge intelligently detects and maps your columns — name, email, company, and any custom fields you need for personalization.

Auto-detects columns from your spreadsheet
Supports unlimited custom merge fields
Duplicate detection & email validation
Contact Import Preview
4 of 342 shown
Name Email Company Status
Sarah Chen sarah@meridian.co Meridian Corp Mapped
James Park jpark@novus.io Novus Labs Mapped
Maria Lopez maria@apex.dev Apex Digital Mapped
Alex Wu alex.wu@vista.com Vista Group Mapped
3
~2 min

Compose & Personalize

Write your message using Outlook's familiar editor. Drop in merge fields with a click to personalize each email — preview exactly what every recipient will see before you send.

Click-to-insert merge field tags
Per-recipient preview mode
Save as template for future campaigns
To
342 recipients from "Q1 Launch List"
Subj
{{First Name}}, quick question about {{Company}}
Hi {{First Name}},

I saw that {{Company}} recently expanded its operations team. As someone in {{Role}}, I thought you'd find this relevant…
Insert: {{First Name}} {{Company}} {{Role}} + More
4
Real-time

Send & Track Results

Launch your campaign and watch the results roll in. SwiftMerge tracks opens, clicks, and replies in real-time — giving you a live activity feed right in your Outlook sidebar.

Real-time open & click notifications
Per-recipient engagement timeline
Export campaign reports to CSV
342
Sent
246
Opened
118
Clicked
Live Activity
Sarah Chen
Opened email
Just now
James Park
Clicked link
2 min ago
Maria Lopez
Opened email
5 min ago
Alex Wu
Clicked link
8 min ago

Ready to send your
first campaign?

Install SwiftMerge and start reaching your audience in minutes.

Get Started Free