Attach word document to email mail merge
To attach a Word document to an email using mail merge, you'll need to use a combination of Microsoft Word and Microsoft Outlook. Here's a step-by-step guide to help you achieve this:
Prerequisites:
- You have Microsoft Word and Microsoft Outlook installed on your computer.
- You have a mail merge template set up in Word.
- You have a list of recipients in an Excel spreadsheet or a CSV file.
Step 1: Set up your mail merge template
Open your Word document and set up your mail merge template. This should include placeholders for the recipient's information, such as their name, email address, and any other relevant details.
Step 2: Create a new email message
Open Outlook and create a new email message. In the "To" field, select "Use an existing list" and choose the list of recipients you created in Step 3.
Step 3: Attach the Word document to the email
In the Outlook email message, click on the "Attach File" button and select the Word document you created in Step 1. This will attach the document to the email.
Step 4: Use mail merge to populate the email
In the Word document, go to the "Mailings" tab and click on "Finish & Merge" > "Step-by-Step Mail Merge Wizard". Follow the wizard to select the recipient list and merge the data into the email.
Step 5: Send the email
Once the mail merge is complete, you'll have a new email message with the recipient's information inserted into the Word document. You can now send the email to the recipients.
Tips and Variations:
- To attach the Word document as a PDF, you can use the "Save As" feature in Word to save the document as a PDF, and then attach the PDF file to the email.
- If you want to send the email with the Word document attached as a separate file, you can use the "Attach File" button in Outlook to attach the document to the email.
- You can also use other email clients, such as Gmail or Yahoo Mail, to send the email with the attached Word document. However, the process may vary depending on the email client you're using.