Mail merge with attachment outlook

Mail merge with attachment in Outlook!

Mail merge is a powerful feature that allows you to send personalized emails to multiple recipients with ease. When you combine it with attachments, you can send customized emails with relevant files attached to each recipient. Here's a step-by-step guide on how to do a mail merge with attachment in Outlook:

Prerequisites:

1. Microsoft Outlook 2010 or later version
2. Microsoft Word 2010 or later version (for creating the mail merge document)
3. A list of recipients (e.g., a CSV file or an Excel spreadsheet)

Step 1: Create a mail merge document in Word

1. Open Microsoft Word and create a new document.
2. Go to the "Mailings" tab in the ribbon.
3. Click on "Select Recipients" and choose "Use an existing list" or "Create a new list".
4. If you choose "Use an existing list", select the CSV file or Excel spreadsheet containing your recipient list.
5. If you choose "Create a new list", enter the recipient information manually.
6. Click "OK" to create the mail merge document.

Step 2: Add a merge field for the attachment

1. In your Word document, place your cursor where you want to insert the attachment.
2. Go to the "Insert" tab in the ribbon.
3. Click on "Quick Parts" and then "Field".
4. In the "Field names" box, select "Merge Field" and then choose "Attachment" from the list.
5. Click "OK" to insert the merge field.

Step 3: Set up the attachment

1. In the "Mailings" tab, click on "Insert Merge Field" and select "Attachment" from the list.
2. In the "Attachment" dialog box, select the file you want to attach to each email.
3. Choose the file type, file name, and other settings as needed.
4. Click "OK" to set up the attachment.

Step 4: Run the mail merge

1. Go to the "Mailings" tab and click on "Finish & Merge".
2. Choose "Edit Individual Documents" to create a separate document for each recipient.
3. Outlook will open a new email window for each recipient, with the attachment attached.

Tips and Variations:

• You can use multiple attachments by repeating the process in Step 2 and Step 3.
• You can also use conditional logic to attach different files based on specific conditions (e.g., attaching a specific file to recipients in a specific region).
• If you have a large number of recipients, consider using a third-party add-in like Mail Merge Toolkit to improve performance.

By following these steps, you can create a mail merge with attachment in Outlook and send personalized emails with relevant files to each recipient. Happy merging!