Mail merge attachment outlook
The joys of mail merge!
To attach a file to a mail merge in Outlook, you'll need to follow these steps:
Method 1: Using Outlook's built-in mail merge feature
- Open Outlook and create a new email message.
- Click on the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and choose the contact list or distribution list you want to use for your mail merge.
- Click on "Insert Merge Field" to insert the fields you want to use in your email.
- Type in the email body and use the merge fields to populate the data.
- Click on the "Attach File" button in the "Include" group on the "Mailings" tab.
- Select the file you want to attach from your computer.
- Click "OK" to attach the file to the email.
Method 2: Using Word's mail merge feature and then sending the email from Outlook
- Open Word and create a new document.
- Go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and choose the contact list or distribution list you want to use for your mail merge.
- Click on "Insert Merge Field" to insert the fields you want to use in your email.
- Type in the email body and use the merge fields to populate the data.
- Click on the "Finish & Merge" button.
- Choose to "Edit Individual Documents" and then select the email format (e.g., HTML).
- Word will create a new email document for each recipient.
- Open Outlook and create a new email message.
- Click on the "Attach File" button and select the email document you created in Word.
- Send the email as usual.
Tips and Variations
- To attach a file to a specific recipient, you can use the "Merge Field" feature to insert a field that contains the file name or path.
- To attach multiple files, you can use a loop in your mail merge code to attach each file individually.
- If you're using a large number of recipients, you may want to consider using a third-party add-in or a script to automate the process.
- Make sure to test your mail merge and attachments before sending them to your recipients to ensure that everything works as expected.