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How to Use Contact Categories as Distribution Lists in Outlook

By , About.com Guide

Outlook distribution lists are handy for sending to a group of people fast. They are also impossible to search, hard to administer and a bit finicky to boot.

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

Use Contact Categories as Distribution Lists in Outlook

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

  • Go to Contacts in Outlook.
  • 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.
  • Click the Categorize toolbar button.
    • You can also select Actions | Categorize from the menu.
  • Select All Categories... from the drop-down menu.
  • Click New....
  • Type the distribution list's desired name (e.g. "Friends and Family (List)").
  • Choose None from the Color: drop-down menu.
  • Click OK.
  • Click OK again after you have verified the new category is checked.

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

Send a Message To Your Category Distribution List

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

  • Go to Contacts in Outlook.
  • Select View | Current View | By Category from the menu.
  • Click the desired list category's heading.
  • Select Actions | Create | New Message to Contact or Actions | Create | New Meeting Request to Contact from the menu.
  • Click OK if Outlook notifies you that your action will apply to all items in the group.
  • Click in the To... field.
    • Outlook has put all address in the To: field. For a list messages, it is usually better to have all addressees in the the Bcc: field to avoid revealing addresses. If appropriate, you can leave the addresses in the To: field, of course, or move them to the Cc: field.
    • For contacts with multiple email addresses, Outlook has inserted each. It is best to delete the unneeded addresses.
  • Press Ctrl-A.
  • Press Ctrl-X.
  • Make sure the Bcc... field is visible.
  • Click in the Bcc... field.
  • Press Ctrl-V.
  • Type your email address in the To... field.
  • Continue composing the message or meeting request.
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