How to mail merge with attachments in outlook
Mailing merging with attachments in Outlook involves using a combination of Outlook's built-in features and a third-party add-in or a scripting language like VBA. Here are a few methods to achieve this:
Method 1: Using Outlook's built-in feature
- Create a new email message in Outlook.
- Go to the "Insert" tab in the ribbon and click on "Quick Steps" > "Create a new Quick Step".
- In the "Create a new Quick Step" dialog box, select "Email" as the type and give it a name.
- In the "Actions" section, click on "Add action" and select "Attach file".
- Browse to the location of the attachment you want to add and select it.
- Click "OK" to save the Quick Step.
- Now, when you want to mail merge with attachments, create a new email message and use the Quick Step you created earlier.
Method 2: Using a third-party add-in
- Install a third-party add-in like "Mail Merge Toolkit" or "Outlook Attachments".
- Follow the add-in's instructions to set up the mail merge process.
- The add-in will allow you to select the attachment(s) you want to include in the mail merge.
Method 3: Using VBA scripting
-
Open the Visual Basic Editor in Outlook by pressing "Alt + F11" or by navigating to "Developer" > "Visual Basic" in the ribbon.
-
Create a new module by clicking "Insert" > "Module" in the Visual Basic Editor.
-
Paste the following code into the module:
Sub MailMergeWithAttachments() Dim olApp As New Outlook.Application Dim olMail As Outlook.MailItem Dim olAttach As Outlook.Attachment Dim strBody As String Dim strSubject As String Dim strRecipient As String Dim strAttachment As String ' Set the mail merge variables strBody = "Hello, " & strRecipient & "!" strSubject = "Test Mail Merge" strAttachment = "C:\Path\To\Attachment.docx" ' Create a new email message Set olMail = olApp.CreateItem(0) ' Set the subject and body of the email olMail.Subject = strSubject olMail.Body = strBody ' Add the attachment Set olAttach = olMail.Attachments.Add(strAttachment) ' Set the recipient olMail.To = strRecipient ' Send the email olMail.Send ' Clean up Set olAttach = Nothing Set olMail = Nothing Set olApp = Nothing End Sub
-
Replace the placeholders (
strBody
,strSubject
,strRecipient
, andstrAttachment
) with your actual data. -
Run the macro by clicking "Run" > "MailMergeWithAttachments" in the Visual Basic Editor.
Note: The above code is just an example and may need to be modified to fit your specific requirements.
Method 4: Using a mail merge add-in with VBA
- Install a mail merge add-in like "Mail Merge Toolkit" or "Outlook Attachments".
- Follow the add-in's instructions to set up the mail merge process.
- Use VBA scripting to automate the mail merge process and attach the files.
Remember to always test your mail merge process with a small group of recipients before sending it to a larger audience to ensure that it works as expected.