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:

  1. Open your mail merge document in Microsoft Word.
  2. Go to the "Insert" tab in the ribbon.
  3. Click on "Attach File" and select the file you want to attach to your email.
  4. Right-click on the attached file and select "Insert as Link".
  5. In the "Insert Link" dialog box, select "Email" as the link type.
  6. In the "Email" field, enter the email address of the recipient.
  7. In the "Subject" field, enter the subject line of the email.
  8. In the "Message" field, enter the body of the email.
  9. Use the "Insert Merge Field" button to insert the recipient's name, address, or other information from your data source.
  10. Repeat steps 3-9 for each attachment you want to add.

Using Microsoft Outlook:

  1. Open your mail merge document in Microsoft Outlook.
  2. Go to the "Insert" tab in the ribbon.
  3. Click on "Attach File" and select the file you want to attach to your email.
  4. Right-click on the attached file and select "Insert as Link".
  5. In the "Insert Link" dialog box, select "Email" as the link type.
  6. In the "Email" field, enter the email address of the recipient.
  7. In the "Subject" field, enter the subject line of the email.
  8. In the "Message" field, enter the body of the email.
  9. Use the "Insert Merge Field" button to insert the recipient's name, address, or other information from your data source.
  10. 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:

  1. Open your mail merge document in the add-in.
  2. Go to the "Attachments" tab or section.
  3. Click on the "Add Attachment" button.
  4. Select the file you want to attach to your email.
  5. Enter the email address of the recipient.
  6. Enter the subject line and body of the email.
  7. Use the "Insert Merge Field" button to insert the recipient's name, address, or other information from your data source.
  8. Repeat steps 3-7 for each attachment you want to add.

Tips and Variations: