How to mail merge email with attachment

Mailing merging an email with an attachment involves using a mail merge template in a software application, such as Microsoft Word or Excel, to combine a list of email addresses with a message and attachment. Here's a step-by-step guide on how to do it:

Method 1: Using Microsoft Word

  1. Create a new email template in Microsoft Word by going to "File" > "New" > "Email Message".
  2. Design your email template with placeholders for the recipient's name and other information you want to include.
  3. Go to "Mailings" > "Select Recipients" and choose "Use an existing list" or "Create a new list".
  4. Select your list of email addresses and click "OK".
  5. Go to "Mailings" > "Finish & Merge" and choose "Edit Individual Documents".
  6. In the "Merge" dialog box, select the attachment you want to include and click "OK".
  7. The merged emails will be saved as separate documents in the location you specified.

Method 2: Using Microsoft Excel

  1. Create a new Excel spreadsheet with the following columns:
    • Email address
    • First name
    • Last name
    • Attachment (file path or URL)
  2. Design your email template by creating a new worksheet with the following columns:
    • To
    • Subject
    • Body
  3. Use the "VLOOKUP" function to merge the data from the spreadsheet into the email template.
  4. Use the "INSERT" function to insert the attachment into the email template.
  5. Use the "MAILTO" function to send the merged emails.

Method 3: Using a third-party email marketing software

  1. Choose an email marketing software that supports mail merging, such as Mailchimp or Constant Contact.
  2. Create a new campaign and design your email template with placeholders for the recipient's name and other information.
  3. Upload your list of email addresses and other data to the software.
  4. Use the software's mail merge feature to combine the data with the email template.
  5. Attach the file you want to include and configure the attachment settings.
  6. Send the campaign to your list of email addresses.

Tips and considerations