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:

  1. You have a list of contacts in a CSV or Excel file.
  2. You have an Outlook account with the necessary permissions.
  3. 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:

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: