Mail merge with attachment in outlook
Mail merge with attachment in Outlook! Here's a step-by-step guide to help you achieve this:
Prerequisites:
- Microsoft Office Outlook 2010 or later version
- Microsoft Office Word 2010 or later version
- A list of recipients (e.g., a CSV file or an Excel spreadsheet)
Step 1: Prepare your data
Create a list of recipients in a CSV file or an Excel spreadsheet. The list should include the following columns:
- Name
- Email address
- Attachment file name (optional)
Step 2: Create a new email in Outlook
Open Outlook and create a new email. In the "To" field, select "Contacts" or "Distribution List" to access your list of recipients.
Step 3: Use the Mail Merge feature in Word
Open Microsoft Word and create a new document. Go to the "Mailings" tab in the ribbon and click on "Select Recipients" to link your list of recipients to the document.
Step 4: Set up the mail merge
In the "Select Recipients" dialog box, select the CSV file or Excel spreadsheet containing your list of recipients. Click "OK" to link the list to the document.
Step 5: Create the email body
In the Word document, create the email body using placeholders for the recipient's name and other information. For example:
"Dear [Name],
This is a test email with an attachment.
Best regards, [Your Name]"
Step 6: Add the attachment
Insert the attachment file into the Word document using the "Insert" tab in the ribbon. You can also use the "Attach File" button in the "Mailings" tab to add the attachment.
Step 7: Save the Word document as an Outlook template
Save the Word document as an Outlook template (.oft file) by going to "File" > "Save As" and selecting "Outlook Template" as the file type.
Step 8: Send the emails using Outlook
Open Outlook and create a new email using the mail merge feature. Select the Outlook template you created in Step 7 and follow the prompts to send the emails to your list of recipients.
Tips and Variations:
- To add multiple attachments, create a separate column in your CSV file or Excel spreadsheet for each attachment and use the "Attach File" button in the "Mailings" tab to add them to the email.
- To customize the attachment file name for each recipient, use a formula in your CSV file or Excel spreadsheet to generate a unique file name for each recipient.
- To send the emails in batches, use the "Send Later" feature in Outlook to schedule the emails to be sent at a later time.
By following these steps, you can create a mail merge with attachment in Outlook and send personalized emails to your list of recipients.