Outlook email mail merge with attachment

The power of mail merge!

Outlook's mail merge feature allows you to send personalized emails to multiple recipients with ease. You can also attach files to the emails using a mail merge. Here's a step-by-step guide to help you achieve this:

Prerequisites:

1. Microsoft Outlook 2010 or later version.
2. Microsoft Word 2010 or later version (for creating the mail merge document).

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 "Start Mail Merge" and select "Step-by-Step Mail Merge Wizard".
4. Follow the wizard to create a mail merge document. You can choose to merge with an Outlook contacts list or a CSV file.

Step 2: Add a merge field for the attachment

1. In your mail merge document, click on the "Insert Merge Field" button in the "Write & Insert Fields" group.
2. Select the field that corresponds to the attachment you want to add (e.g., "Attachment1").
3. Click "OK" to insert the merge field.

Step 3: Add the attachment to the mail merge document

1. Go to the "Insert" tab in the ribbon.
2. Click on "Attach File" and select the file you want to attach to the email.
3. Right-click on the attached file and select "Insert as Link".
4. In the "Insert Link" dialog box, select "Insert" to insert the link.

Step 4: Configure the mail merge settings

1. Go back to the "Mailings" tab in the ribbon.
2. Click on "Finish & Merge" and select "Edit Individual Documents".
3. In the "Merge to New Document" dialog box, select the output format (e.g., "Word Document").
4. Click "OK" to merge the documents.

Step 5: Send the merged emails with attachments

1. Open the merged document in Word.
2. Review the document to ensure the attachments are correctly inserted.
3. Save the document as a Word document or PDF.
4. Open Outlook and create a new email message.
5. Attach the merged document to the email.
6. Send the email to the recipients.

Tips and Variations:

• You can use a CSV file or an Excel spreadsheet as the data source for your mail merge.
• You can add multiple attachments to each email by inserting multiple merge fields for attachments.
• You can use conditional logic to attach different files based on specific conditions (e.g., attaching a specific file only if a certain condition is met).
• You can also use Outlook's built-in "Send Later" feature to schedule the emails to be sent at a later time.

By following these steps, you can create a mail merge document with attachments in Outlook and send personalized emails to multiple recipients with ease.