How to mail merge with attchments in outlook
Mailing merging with attachments in Outlook involves using a feature called "Mail Merge" which allows you to send personalized emails to multiple recipients with attachments. Here's a step-by-step guide on how to do it:
Prerequisites:
- You need to have Microsoft Office installed on your computer, including Outlook and Word.
- You need to have a list of recipients in a CSV or Excel file.
- You need to have the attachments ready to be sent.
Step 1: Create a new email in Outlook
- Open Outlook and create a new email by clicking on the "New Email" button.
- In the "To" field, enter the first recipient's email address.
Step 2: Create a Word document with placeholders
- Open Microsoft Word and create a new document.
- Type the email body and use placeholders for the recipient's name and other information. For example, you can use
[[Name]]
for the recipient's name. - Save the Word document as a template (e.g., "Email Template.docx").
Step 3: Set up the mail merge
- In Outlook, go back to the new email you created in Step 1.
- Click on the "Insert" tab in the ribbon.
- Click on "Text" and then "Mail Merge" from the drop-down menu.
- In the "Mail Merge" dialog box, select "Use an existing list" and choose the CSV or Excel file containing your recipients' information.
- Click "OK" to start the mail merge process.
Step 4: Merge the email with the attachments
- In the "Mail Merge" dialog box, select the Word document you created in Step 2 as the "Main document".
- Click on the "Attachments" tab in the ribbon.
- Click on "Add Attachment" and select the attachment you want to send with the email.
- Repeat step 3 for each attachment you want to send.
- Click "OK" to merge the email with the attachments.
Step 5: Send the emails
- Outlook will create a new email for each recipient in your list, using the information from the CSV or Excel file and the attachments you specified.
- Click on the "Send" button to send the emails.
Tips:
- Make sure to save your Word document as a template (e.g., "Email Template.docx") so that you can reuse it for future mail merges.
- You can also use Outlook's built-in "Rules" feature to automate the mail merge process and send the emails automatically.
- If you have a large number of recipients, you may want to consider using a third-party mail merge tool or service to simplify the process.