Mail Merge With Attachment

So… I have done a lot of email automation and Outlook integration over the years. I’m a big fan of Outlook, it has loads of features that you can use to help with your day to day job.

One question that many of you have asked over the years is

“I want to include a document in my mail merge. I cannot find an option to do this when starting the mail merge from Outlook or from Word.

How can I do this?”

There is no native way in Outlook or in Word to do this. However, you can use the Outflash add-in which I have built. Th add-in allows you to perform a mail merge with attachments.

Email enhancement add-in for Outlook

Plus the add-in runs in your ‘New Message’ screen inside Outlook and Outlook.com. No need to use the Mail Merge Wizard, which IMO is a powerful tool, but can cause a bit of confusion. Especially if you are trying to get a email sent out ASAP.

Here is an email showing how you can do this using Outflash.

As you can see in the above screenshot. I have composed an email. To two demo email addresses, demo@outflash.xyz and demo1@outflash.xyz.

I have attached a PDF document and written a small email body, in which the {firstname} place holder will be replaced by the first name stored in the Outlook contact information.

You will notice a “screen” on the right hand side of the image. This is the Outflash dashboard, which is available in the ‘New Message’ screen once you have installed Outflash.

Two send separate emails to both contacts, with the attachment. All you need to do it click the red ‘Send using Outflash’ button in your Outflash dashboard.

That’s it job done.

If you check your Sent Items folder in Outlook you will see a copy of each email will appear.

If I login to the webmail account for the Demo1 email address you can see that the email has only been sent to that one contact.

You will also notice that they have a copy of the attachment too.

There you have it. A quick, simple way to send mail merge with attachments.

Thanks for reading.

Phil

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