How to mail merge in outlook with attachment
Mailing merging in Outlook with attachments can be a bit tricky, but it's doable with the right steps. Here's a step-by-step guide to help you achieve this:
Prerequisites:
- You have a list of contacts in a CSV or Excel file.
- You have an Outlook account with the necessary permissions.
- You have a template email with placeholders for the recipient's information.
Step 1: Prepare your email template
Create a new email in Outlook and add the placeholders for the recipient's information. For example, you can use the following placeholders:
{{Name}}
for the recipient's name{{Email}}
for the recipient's email address{{Attachment}}
for the attachment
Step 2: Create a mailing list
Open your CSV or Excel file and create a mailing list by selecting the columns that contain the recipient's information (e.g., Name, Email, etc.).
Step 3: Use the Outlook VBA Macro
To mail merge in Outlook with attachments, you'll need to use the Outlook VBA Macro. Here's the code:
Sub MailMergeWithAttachment()
Dim olApp As New Outlook.Application
Dim olMail As MailItem
Dim olRecipients As Recipients
Dim olRecipient As Recipient
Dim attachment As Attachment
Dim i As Integer
' Set the email template
Set olMail = olApp.CreateItem(0)
olMail.Body = "Your email template here"
olMail.Subject = "Your email subject here"
' Set the attachment
Set attachment = olMail.Attachments.Add("Your attachment file path here")
' Set the mailing list
Set olRecipients = olMail.Recipients
For Each olRecipient In olRecipients
olRecipient.Address = olRecipient.Address
olRecipient.Name = olRecipient.Name
olRecipient.Resolve
Next olRecipient
' Mail merge
For i = 1 To olRecipients.Count
olMail.Body = Replace(olMail.Body, "{{Name}}", olRecipients(i).Name)
olMail.Body = Replace(olMail.Body, "{{Email}}", olRecipients(i).Address)
olMail.Body = Replace(olMail.Body, "{{Attachment}}", attachment.FileName)
olMail.Send
Next i
' Clean up
Set olMail = Nothing
Set olRecipients = Nothing
Set olRecipient = Nothing
Set attachment = Nothing
End Sub
Step 4: Run the Macro
Open the Visual Basic Editor in Outlook by pressing Alt + F11
or navigating to Developer
> Visual Basic
in the ribbon. Then, insert a new module and paste the code into it. Run the macro by clicking Run
or pressing F5
.
Step 5: Configure the Macro
Before running the macro, you'll need to configure it by setting the email template, attachment file path, and mailing list. You can do this by modifying the code and setting the necessary variables.
Tips and Variations:
- You can customize the email template and attachment file path to suit your needs.
- You can also use other placeholders in your email template, such as
{{Company}}
or{{Phone}}
. - If you have a large mailing list, you may want to consider using a more efficient method, such as using a third-party add-in or a scripting language like Python or PowerShell.