Learn how to send personalized attachments to each recipient using EmailMerge365 in Outlook. This simple process allows you to attach a different file to each email based on your Excel spreadsheet.
Send Personalized Attachments in Microsoft Outlook with EmailMerge365
1. Step 1: Prepare Your Excel File
Create an Excel file with:
A column for recipient email addresses.
A column for attachment file names (with extension, e.g.,
Invoice_1001.pdf).
2. Open Microsoft Outlook and Create a New Email.
3. Click on the EmailMerge365 icon in the Outlook ribbon.
4. Upload Your Excel File
In the EmailMerge365 task pane, choose Excel/CSV as the data source, click Upload File and select your prepared Excel file.
5. Map Fields
Select the Recipient field (your email column).
Select the Attachment Name field (the column with file names).
6. Select Your Files
- Click the Attach File(s) button.
- Select the files that match the names in your Excel sheet. EmailMerge365 will automatically attach the correct file to each email.
7. Send Personalized Emails
Write your email and click Start Merge. Each recipient will receive a personalized email with the correct attachment.