How To Add Attachment To Mail Merge

To know how to merge mail with an attachment on your Microsoft Outlook email client, proceed with the easy how to add attachment to mail merge guidelines mentioned on our web page.

  • Step 1: Create a spreadsheet with the email address of the recipients along with the path of the attachment that you want to send to the respective recipient email addresses.
  • Step 2: Ensure that you have entered the correct attachment path in your database and proceed with how to add attachment to mail merge guidance.
  • Step 3: Note: You must know the folder where you have saved the attachments.
  • Step 4: Close the spreadsheet and then open the Microsoft Word document.
  • Step 5: After you navigate to the Mailings tab, click the Start Mail Merge drop-down menu and select the Step by Step Mail Merge Wizard option.
  • Step 6: On the right panel of the screen, go to the Select Recipients section and select the radio button next to the Use an existing list option.
  • Step 7: Navigate to the Use an existing list and click the Browse link.
  • Step 8: Now, the Select Data Source dialog window will display on the screen.
  • Step 9: Choose the folder where you have saved the attachments and click the Open option and proceed with how to add attachment to mail merge guide.
  • Step 10: If the Select Table dialog box opens, choose the sheet and click the OK option.
  • Step 11: Now, the Mail Merge Recipients dialog window will appear on the screen.
  • Step 12: Select the checkbox next to the attachment and click the OK button.
  • Step 13: On the main panel, start to compose a message. Begin with a greeting line.
  • Step 14: Navigate to the Write your email address section and click the More items link on the right panel.
  • Step 15: This will launch the Insert Merge Field dialog box.
  • Step 16: After selecting the Database Fields option, choose the Name option from the Fields menu and click the close option.
  • Step 17: Write the main content of the email message and navigate to the Preview your email messages section on the right panel.
  • Step 18: Click the right arrow button beside the Recipient option to specify the number of recipients.
  • Step 19: Go to the Complete the Merge section and click the Mail Merge Toolkit link.
  • Step 20: This will open the Mail Merge Toolkit (Merge to Email) dialog box on the screen.
  • Step 21: Check if you select the Email option from the To field.
  • Step 22: Fill the Subject Line field and click the three-dotted icon next to the Attach field by following how to add attachment to mail merge guide.
  • Step 23: When you see the Mail Merge Toolkit - Attachments window on the screen, click the Add Data Field button.
  • Step 24: Choose the Attachment_path option from the ‘Select the name of data’ drop-down menu and click the OK option in the Add Data Field dialog box.
  • Step 25: Click the Close option in the Mail Merge Toolkit - Attachments window.
  • Step 26: Ensure that the HTML, Filtered option has been chosen from the Format drop-down list.
  • Step 27: Go to the Send Record section, select the radio button beside the All option, and click the OK option in the Mail Merge Toolkit (Merge to Email) window.
  • Step 28: Select your email account from the Choose Account drop-down menu and click the OK option in the Mail Merge Toolkit - Choose Account dialog box.
  • Step 29: Fill the File Name field, choose the Word Document from the Save as type drop-down menu, and click the Save option.
  • Step 30: You will see the progress in the Mail processing for sending dialog box.
  • Step 31: Close the Microsoft Word document and then launch the main window of the Microsoft Outlook email client.
  • Step 32: Click the Outbox option on the left panel. You will see all the emails generated using Mail Merge Toolkit.
  • Step 33:By using how to add attachment to mail merge guide, Once all the emails are sent to the respective recipients, the email messages will be seen in the Inbox folder.