How to do mail merge with attachment

Mail merge with attachment! That's a powerful feature that allows you to send personalized emails with attachments to a large number of recipients. Here's a step-by-step guide on how to do it:

Software Requirements:

  1. Microsoft Word (or compatible word processor)
  2. Microsoft Excel (or compatible spreadsheet software)
  3. Microsoft Outlook (or compatible email client)

Step 1: Prepare your data

  1. Create a spreadsheet (e.g., in Microsoft Excel) with the following columns:
    • Email address
    • Name
    • Attachment file name (optional)
  2. Enter the data for each recipient in the corresponding columns.

Step 2: Create a mail merge document

  1. Open Microsoft Word and create a new document.
  2. Go to the "Mailings" tab in the ribbon.
  3. Click on "Select Recipients" and then "Use an Existing List" to select your spreadsheet.
  4. Click on "Finish & Merge" to create a mail merge document.

Step 3: Add the attachment

  1. In the mail merge document, go to the "Insert" tab in the ribbon.
  2. Click on "Attach File" and select the attachment file you want to send.
  3. In the "Attach File" dialog box, select the file type and specify the file name.
  4. Click "OK" to attach the file.

Step 4: Customize the email

  1. In the mail merge document, you can customize the email by adding placeholders for the recipient's name and email address.
  2. Use the "Insert Merge Field" button to insert the placeholders.

Step 5: Merge the documents

  1. Go back to the "Mailings" tab in the ribbon.
  2. Click on "Finish & Merge" to merge the documents.
  3. Select "Edit Individual Documents" to create a separate document for each recipient.

Step 6: Send the emails

  1. Open Microsoft Outlook (or your email client) and create a new email.
  2. Attach the merged document to the email.
  3. Send the email to each recipient.

Tips and Variations: