How to Use Contact Categories as Distribution Lists in Outlook

Outlook distribution lists are handy for sending email to a group of people quickly. They are also impossible to search, hard to administer, and a bit finicky to boot. Make categorized contacts instead for flexible email distribution lists using Outlook mail merge.  

Outlook lets you assign any number of categories to your contacts. You can then sort your address book by category—and, presto, there's your new elegant, versatile, and stable distribution list.

To create a distribution or mailing list with categories in Outlook 2016:

1. Open Contacts in Outlook, by pressing Ctrl-3.
2. Highlight all the contacts you want to add to your new distribution list. To add people not yet in your Outlook contacts, create them using  Ctrl-N first. You can highlight multiple entries by holding down Shift-Ctrl while you select them using the mouse, or select a range by holding down Shift alone.
3. Make sure the Home ribbon is selected and expanded.
4. Click Categorize in the Tags section.
5. Select All Categories from the drop-down menu.
6. Click New in the Color Categories window.
7. Enter the distribution list's desired name—"Friends and Family List," for example— under Name.
8. Choose None under Color or assign a color.
9. Click OK.
10. Click OK again after you verify the new category is checked in the Color Categories window.

To add new members to the distribution list at any time:

1. Go to Contacts in Outlook.
2. Highlight all the contacts you want to add to the list.
3. Make sure the Home ribbon is expanded.
4. Click Categorize in the ribbon's Tags section.
5. Select the list's category. If the category does not appear in the menu, select All Categories from the menu, make sure the list's category is checked in the Name column and click OK.

To compose a new message or meeting request to all members of the category-run distribution list:

1. Go to Contacts in Outlook.
2. Click Search Contacts or press Ctrl-E.
3. Make sure the Search ribbon is expanded.
4. Click Categorized in the Search ribbon's Refine section.
5. Select the desired category from the menu that appears.
6. Open the Home ribbon.
7. Click Mail Merge in the Actions section.
8. Make sure All contacts in current view is selected under Contacts.
9. Typically, make sure ​Form Letters is selected under Document type, and E-mail is selected under Merge to in the Merge options section.
10. Enter the subject for the email under Message subject line.
11. Click OK.
12. Compose the email's text in Word. You can use the tools in the Write & Insert Fields section of the Mailings ribbon to adapt greetings for each recipient and insert or use other address book fields. Preview Results lets you test what your fields and rules will produce in each recipient's email text.
13. Click Finish & Merge in the Mailings ribbon's Finish section.
14. Select Send Email Message from the menu that appears.
15. Make sure the appropriate email address book field (typically Email) is selected under To for Message options.

You can close and discard or save the document in Word as you please.

To create a distribution or mailing list with categories in Outlook 2007:

1. Go to Contacts in Outlook.
2. Highlight all contacts you want to add to your new distribution list. To add people not yet in your Outlook contacts, create them first using Ctrl-N.
3. Click the Categorize toolbar button. You can also select Actions > Categorize from the menu.
4. Select All Categories from the drop-down menu.
5. Click New.
6. Type the distribution list's desired name.
7. Choose None from the Color drop-down menu.
8. Click OK.
9. Click OK again after you have verified the new category is checked.

To add new members later, assign to them to the appropriate category individually.

To compose a new message or meeting request to all members of the category-run distribution list:

1. Go to Contacts in Outlook.
2. Select View > Current View > By Category from the menu.
3. Click the desired list category's heading.
4. Select Actions > Create > New Message to Contact or Actions > Create > New Meeting Request to Contact from the menu.
5. Click OK if Outlook notifies you that your action will apply to all items in the group.
6. Click in the To field. Outlook puts all address in the To field. For list messages, it is usually better to have all addresses in the​ Bcc field to avoid revealing addresses. If appropriate, you can leave the addresses in the To field or move them to the Cc field. For contacts with multiple email addresses, Outlook inserts each. It is best to delete the unneeded addresses.
7. Press Ctrl-A.
8. Press Ctrl-X.
9. Make sure the ​Bcc field is visible.
10. Click in the Bcc ​field.
11. Press Ctrl-V.
12. Type your email address in the To field.
13. Continue composing the message or meeting request.