Outlook mail merge attachment

The power of mail merge!

In Outlook, you can use mail merge to send personalized emails to multiple recipients with attachments. Here's a step-by-step guide to help you achieve this:

Prerequisites:

1. Microsoft Office 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 Outlook contact list).

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 Outlook contact list containing your recipients' information.
5. If you choose "Create a new list", enter the recipients' information manually or import it from a CSV file.
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" list, select "Merge Field" and then choose "Attachment" from the sub-menu.
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 the email.
3. Choose the file type (e.g., PDF, DOCX, etc.).
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 email for each recipient.
3. Outlook will create a new email for each recipient, inserting the merge fields (including the attachment) into the email body.

Tips and Variations:

• To attach multiple files, repeat steps 2-3 for each file.
• To specify a different attachment for each recipient, use a merge field that contains the file name or path.
• To send the emails immediately, uncheck the "Edit Individual Documents" option in step 4.
• To save the merged emails as a draft, check the "Save as Draft" option in step 4.

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