Add attachment in mail merge
In a mail merge, you can add attachments to your emails by using a combination of fields and formatting options. Here's a step-by-step guide on how to do it:
Using Microsoft Word:
- Open your mail merge document in Microsoft Word.
- Go to the "Insert" tab in the ribbon.
- Click on "Attach File" and select the file you want to attach to your email.
- Right-click on the attached file and select "Insert as Link".
- In the "Insert Link" dialog box, select "Email" as the link type.
- In the "Email" field, enter the email address of the recipient.
- In the "Subject" field, enter the subject line of the email.
- In the "Message" field, enter the body of the email.
- Use the "Insert Merge Field" button to insert the recipient's name, address, or other information from your data source.
- Repeat steps 3-9 for each attachment you want to add.
Using Microsoft Outlook:
- Open your mail merge document in Microsoft Outlook.
- Go to the "Insert" tab in the ribbon.
- Click on "Attach File" and select the file you want to attach to your email.
- Right-click on the attached file and select "Insert as Link".
- In the "Insert Link" dialog box, select "Email" as the link type.
- In the "Email" field, enter the email address of the recipient.
- In the "Subject" field, enter the subject line of the email.
- In the "Message" field, enter the body of the email.
- Use the "Insert Merge Field" button to insert the recipient's name, address, or other information from your data source.
- Repeat steps 3-9 for each attachment you want to add.
Using a Mail Merge Add-in:
If you're using a mail merge add-in like Mail Merge Toolkit or Advanced Mail Merge, you may have additional options for adding attachments. Here are some general steps:
- Open your mail merge document in the add-in.
- Go to the "Attachments" tab or section.
- Click on the "Add Attachment" button.
- Select the file you want to attach to your email.
- Enter the email address of the recipient.
- Enter the subject line and body of the email.
- Use the "Insert Merge Field" button to insert the recipient's name, address, or other information from your data source.
- Repeat steps 3-7 for each attachment you want to add.
Tips and Variations:
- You can add multiple attachments to a single email by repeating the attachment process.
- You can also add attachments to a mail merge document using VBA macros or other programming languages.
- If you're using a cloud-based email service like Gmail or Outlook.com, you may need to use a different method to add attachments to your emails.
- Be mindful of file size limits and email attachment restrictions when adding attachments to your mail merge emails.