- 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.
