{"id":39715,"date":"2024-05-24T16:47:51","date_gmt":"2024-05-24T11:17:51","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=39715"},"modified":"2025-12-02T17:08:59","modified_gmt":"2025-12-02T11:38:59","slug":"step-by-step-guide-to-mail-merge-in-outlook","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/step-by-step-guide-to-mail-merge-in-outlook\/","title":{"rendered":"Step-by-Step Guide to Mail Merge in Outlook with Attachments"},"content":{"rendered":"\n<p>Email personalization is sacrosanct. No bible of email marketing is complete without personalization. <a href=\"https:\/\/www.thinkwithgoogle.com\/future-of-marketing\/creativity\/marketing-personalization-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">90% of marketers swear<\/a> that personalization adds majorly to ROI.&nbsp;<\/p>\n\n\n\n<p>The leading ESPs in the market today are kitted out with advanced personalization features. Most ESPs offer AI-grafted personalization, which is next-gen.&nbsp;<\/p>\n\n\n\n<p>But if you can\u2019t afford ESP-level personalization just yet, you can still offer personalized experiences to your email demographic via mail merge in Outlook. It is completely free, and it\u2019s the perfect option if you own a relatively small list of subscribers.\u00a0 Often, marketers first collect addresses with an <a href=\"https:\/\/getprospect.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">email finder tool<\/a> and only then set up the mail merge workflow.<\/p>\n\n\n\n<p>You\u2019ll just need two more Microsoft apps, Word and Excel, that\u2019s all. We\u2019ll get to the workflow in a bit. First things first, what exactly is mail merge in Outlook?&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#What\">What is mail merge in Outlook?<br \/><\/a><\/li>\n\n\n\n<li><a href=\"#Who\">Who should use mail merge, and when?<br \/><\/a><\/li>\n\n\n\n<li><a href=\"#steps\">Mail merge in Outlook with attachments: The steps<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"What\"><strong><\/strong><strong>What is mail merge in Outlook?<\/strong><\/h2>\n\n\n\n<p>Mail merge in Outlook is a functionality used for sending personalized emails to your audience. \u201cMerge\u201d refers to the synthesis of a template document (from Word) and a data source (from Excel.) The template document is the email body. The data source consists of the information on each recipient on your email list.&nbsp;<\/p>\n\n\n\n<p>For example, you compose a welcome email on Word. Now you want to send it to 50 subscribers. Outlook \u201cmerges\u201d the content of your welcome email from Word and the recipient data from Excel to create the email proper, ready to send to your contacts.&nbsp;<\/p>\n\n\n\n<p>Another scenario: You want to send gift packages to a select group of customers who won a recent contest as part of your campaign. You can use mail merge in Outlook to create mailing labels, shipping\/address labels with custom data, print them, and stick them onto the boxes.&nbsp;<\/p>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-34387 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/email-marketing-campaign-management-services\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"260\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2022\/12\/1.jpg\" class=\"attachment-full size-full\" alt=\"email campaign services\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2022\/12\/1.jpg 1000w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2022\/12\/1-300x78.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2022\/12\/1-768x200.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2022\/12\/1-624x162.jpg 624w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Who\"><strong><\/strong><strong>Who should use mail merge, and when?<\/strong><\/h2>\n\n\n\n<p>Typically, companies with a relatively small number of subscribers use Outlook for sending personalized emails.&nbsp;<\/p>\n\n\n\n<p>But bigger brands may also use the mail merge feature as part of certain targeted campaigns to reach a smaller segment of high-value customers. One could also imagine complex internal communications taking place via mail merge in Outlook. It can be part of a brand\u2019s email toolkit, where Outlook complements other ESPs. Make no mistake, <a href=\"https:\/\/enlyft.com\/tech\/products\/microsoft-outlook\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">64% of Outlook customers<\/a> are based in the United States.<\/p>\n\n\n\n<p>There are a few limitations you need to consider when using Outlook for mail merge:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If you are a Microsoft 365 subscriber, You are allowed to send emails to no more than 5,000 recipients each day, and each email can be sent to at most 500 recipients.<br \/><\/li>\n\n\n\n<li>If you are NOT a subscriber, the sending limits will be determined on the basis of account reputation, sending patterns, spam complaint rates, etc.\u00a0<\/li>\n<\/ul>\n\n\n\n<p>So much for Outlook-imposed sending limits. Here\u2019s Microsoft 365\u2019s sending limits:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can send emails to 10,000 recipients per day.<br \/><\/li>\n\n\n\n<li>You can only send 30 emails per minute.\u00a0<\/li>\n<\/ul>\n\n\n\n<p>If you own a small list, Outlook\u2019s mail merge should be your go-to. Now let\u2019s learn how to implement mail merge in Outlook with attachments.&nbsp;<\/p>\n\n\n\n<p><strong>Read more<\/strong>: <a href=\"https:\/\/email.uplers.com\/blog\/comprehensive-guide-to-microsoft-outlook-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">The Ultimate Guide to Microsoft Outlook Templates&nbsp;<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"steps\"><strong>Mail merge in Outlook with attachments: The steps<\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">1. <strong><\/strong><strong>Configure your data and email in Excel and Word<\/strong><\/h2>\n\n\n\n<p>Set up your Outlook instance for sending personalized emails:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Excel and configure your data on a new Excel spreadsheet, as shown in the following screenshot.\u00a0<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"685\" height=\"322\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-9.png\" alt=\"Email in Excel\" class=\"wp-image-39716\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-9.png 685w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-9-300x141.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-9-298x140.png 298w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-9-624x293.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-9-600x282.png 600w\" sizes=\"auto, (max-width: 685px) 100vw, 685px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Save this spreadsheet. Now, open a new Word document, and start drafting your email body as shown below.\u00a0<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"957\" height=\"533\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image13-2.png\" alt=\"Email Body in word\" class=\"wp-image-39718\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image13-2.png 957w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image13-2-300x167.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image13-2-768x428.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image13-2-251x140.png 251w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image13-2-624x348.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image13-2-600x334.png 600w\" sizes=\"auto, (max-width: 957px) 100vw, 957px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Next, navigate to <strong>Mailings<\/strong> and click <strong>Start Mail Merge<\/strong>. Select <strong>Normal Word Document<\/strong>.\u00a0<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"370\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image14-2-1024x370.png\" alt=\"Select Normal Word Document.\" class=\"wp-image-39719\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image14-2-1024x370.png 1024w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image14-2-300x108.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image14-2-768x277.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image14-2.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Then go to <strong>Select Recipients<\/strong>. Select<strong> Existing List<\/strong>.\u00a0<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1015\" height=\"461\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-6.png\" alt=\"Select Recipients\" class=\"wp-image-39721\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-6.png 1015w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-6-300x136.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-6-768x349.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-6-624x283.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-6-600x273.png 600w\" sizes=\"auto, (max-width: 1015px) 100vw, 1015px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Now select the Excel spreadsheet you saved a few steps back. Click <strong>OK<\/strong>.<br \/><\/li>\n\n\n\n<li>You should see new tabs on the ribbon, such as <strong>Address Block<\/strong>, <strong>Greeting Line<\/strong>, and <strong>Insert Merge Field<\/strong>. Select the first line of your email body, and then select <strong>Greeting Line<\/strong>, as shown here. Fill the necessary fields, and click <strong>OK<\/strong>.\u00a0<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"605\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3-1024x605.png\" alt=\"click Preview Results\" class=\"wp-image-39722\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3-1024x605.png 1024w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3-300x177.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3-768x454.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3-237x140.png 237w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3-624x369.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3-600x355.png 600w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-3.png 1161w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>If you need, you can preview the new email by clicking <strong>Preview Results<\/strong>. Once you\u2019re satisfied with it, navigate to <strong>Finish &amp; Merge<\/strong>. Click it, and choose <strong>Send Email Messages<\/strong> from the dropdown. Just like in the following image.\u00a0<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"865\" height=\"273\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-8.png\" alt=\"Choose Send Email Messages \" class=\"wp-image-39723\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-8.png 865w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-8-300x95.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-8-768x242.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-8-624x197.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-8-600x189.png 600w\" sizes=\"auto, (max-width: 865px) 100vw, 865px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>Merge to E-mail<\/strong> popup will appear, asking you to configure the email data. Add the subject line. You can choose any of the three options, <strong>All<\/strong>,<strong> Current Record<\/strong>, or a range. For the purpose of our article, we\u2019ll select <strong>All<\/strong>. Click <strong>OK<\/strong>.\u00a0<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"717\" height=\"518\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-7.png\" alt=\"Merge to E-mail\" class=\"wp-image-39724\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-7.png 717w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-7-300x217.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-7-194x140.png 194w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-7-624x451.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-7-600x433.png 600w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/figure><\/div>\n\n\n<p>Outlook will now send your email to all the configured recipients in the Excel spreadsheet.&nbsp;<\/p>\n\n\n\n<p>Now you\u2019ll learn how to implement mail merge in Outlook with attachments.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. <strong>Download the MERGE TOOLS ADD-IN.zip.<\/strong><\/h2>\n\n\n\n<p>Download the .zip file <a href=\"https:\/\/mergetoolsaddin.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">here<\/a>. Why? Because the mail merge feature in Outlook cannot attach files to emails by default. Therefore, you need to use third-party add-ins which extend the mail merge functionalities in Outlook.<\/p>\n\n\n\n<p>Once you download the .zip file, pull out the content. Open a Word document. Navigate to <strong>File<\/strong>, and click <strong>Options<\/strong> as shown in the following grab.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full border1-black\"><img loading=\"lazy\" decoding=\"async\" width=\"432\" height=\"228\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-7.png\" alt=\"Download the MERGE TOOLS ADD-IN.zip\n\" class=\"wp-image-39725\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-7.png 432w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-7-300x158.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-7-265x140.png 265w\" sizes=\"auto, (max-width: 432px) 100vw, 432px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. <strong>Go to File Locations&nbsp;<\/strong><\/h2>\n\n\n\n<p>Navigate to <strong>Advanced<\/strong>. Select <strong>General<\/strong>, and click <strong>File Locations<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"819\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2-1024x819.png\" alt=\"Go to File Locations \" class=\"wp-image-39726\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2-1024x819.png 1024w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2-300x240.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2-768x614.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2-175x140.png 175w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2-624x499.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2-600x480.png 600w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-2.png 1213w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">4. <strong>Select \u2018Startup\u2019<\/strong><\/h2>\n\n\n\n<p>In the <strong>File Locations<\/strong> dialog box, select<strong> Startup<\/strong>, and then click <strong>Modify<\/strong>. (Startup is where Word stores add-ins. As soon as you open a new Word document, these add-ins are automatically made available.)<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large border1-black\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"721\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7-1024x721.png\" alt=\"Select \u2018Startup\u2019\n\" class=\"wp-image-39727\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7-1024x721.png 1024w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7-300x211.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7-768x541.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7-199x140.png 199w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7-624x440.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7-600x423.png 600w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-7.png 1059w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. <strong>Copy the folder address<\/strong><\/h2>\n\n\n\n<p>Clicking <strong>Modify<\/strong> will open the <strong>File Explorer<\/strong> from where you need to copy the address of the folder where the downloaded .zip file is located.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"652\" height=\"213\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-5.png\" alt=\"Copy the folder address\" class=\"wp-image-39728\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-5.png 652w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-5-300x98.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-5-624x204.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-5-600x196.png 600w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/><\/figure><\/div>\n\n\n<p>Now open <strong>File Explorer<\/strong> once again, and go to the folder where the .zip file is located. Select the file named<strong> MergeTools-2022<\/strong>.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"308\" height=\"268\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-4.png\" alt=\"\" class=\"wp-image-39729\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-4.png 308w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-4-300x261.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-4-161x140.png 161w\" sizes=\"auto, (max-width: 308px) 100vw, 308px\" \/><\/figure><\/div>\n\n\n<p>Having saved the file in the Startup folder, you\u2019ve successfully configured the Merge Tools add-in into Word. Now you are ready to add attachments.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. <strong>Create \u2018Attachments\u2019 column in Excel<\/strong><\/h2>\n\n\n\n<p>You can name this column whatever you want. Remember, we\u2019re talking about the original Excel spreadsheet here. The new column will be third, alongside the columns for recipient name and email address.&nbsp;<\/p>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-26954 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/email-marketing-campaign-management-services\/\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"220\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2021\/07\/2-1.jpg\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2021\/07\/2-1.jpg 800w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2021\/07\/2-1-300x83.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2021\/07\/2-1-768x211.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2021\/07\/2-1-624x172.jpg 624w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">7. <strong>Select Merge with Attachments in Word<\/strong><\/h2>\n\n\n\n<p>Open the original Word document where you drafted the email body. Navigate to <strong>Merge Tools<\/strong>, and select <strong>Merge with Attachments<\/strong> as shown in the image below.<\/p>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"621\" height=\"164\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image8-6.png\" alt=\"Merge with Attachments\" class=\"wp-image-39730\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image8-6.png 621w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image8-6-300x79.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image8-6-600x158.png 600w\" sizes=\"auto, (max-width: 621px) 100vw, 621px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">8. <strong>Select \u2018Attachments\u2019<\/strong><\/h2>\n\n\n\n<p>On clicking Merge with Attachments, the dropdown will show the <strong>Attachments<\/strong> option. Select the option and click <strong>Add<\/strong>. Next, go to the <strong>Merge Destination<\/strong> dropdown and select <strong>Merge to Email Message<\/strong> as shown in the following screenshot.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image border1-black\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"425\" height=\"331\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-8.png\" alt=\"select Merge to Email Message\" class=\"wp-image-39731\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-8.png 425w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-8-300x234.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-8-180x140.png 180w\" sizes=\"auto, (max-width: 425px) 100vw, 425px\" \/><\/figure><\/div>\n\n\n<p>You should next see the <strong>Merge to E-mail<\/strong> popup once again, but this time with additional fields for CC and BCC. Fill the remaining fields, choose <strong>All<\/strong>, and click <strong>OK<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Voila! You have successfully configured Outlook to send your personalized emails with attachments.&nbsp;<\/p>\n\n\n\n<p><strong>Read more<\/strong>: <a href=\"https:\/\/email.uplers.com\/blog\/email-rendering-issues-in-outlook-and-hacks\/\" target=\"_blank\" rel=\"noreferrer noopener\">Outlook Email Rendering Issues and Hacks to Save the Day<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><\/strong><strong>Take Advantage of Five-star ESP Support!<\/strong><\/h2>\n\n\n\n<p>At Email Uplers, we handle everything from email template integration to ESP migration. Our team of experts is trained in over 50 ESPs, ensuring seamless transitions and optimal performance. As official partners with Salesforce, Mailchimp, Klaviyo, and Braze, we bring specialized expertise to every project. <a href=\"https:\/\/email.uplers.com\/email-service-provider-esp-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Get in touch with us<\/a> today to take your email marketing strategy up a notch.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Leverage email personalization with Outlook\u2019s mail merge feature. It\u2019s free, easy, and effective. Learn how to tap it for your next campaign.<\/p>\n","protected":false},"author":78,"featured_media":39732,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[1335,1336],"class_list":["post-39715","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-email-marketing","tag-mail-merge-in-outlook","tag-mail-merge-in-outlook-with-attachments"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Perform Mail Merge in Outlook with Attachments<\/title>\n<meta name=\"description\" content=\"Learn how to personalize your emails using Outlook&#039;s mail merge feature with attachments. This detailed guide walks you through the process using Word and Excel for effective email campaigns.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/email.uplers.com\/blog\/step-by-step-guide-to-mail-merge-in-outlook\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Perform Mail Merge in Outlook with Attachments\" \/>\n<meta property=\"og:description\" content=\"Learn how to personalize your emails using Outlook&#039;s mail merge feature with attachments. This detailed guide walks you through the process using Word and Excel for effective email campaigns.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/email.uplers.com\/blog\/step-by-step-guide-to-mail-merge-in-outlook\/\" \/>\n<meta property=\"og:site_name\" content=\"Email Uplers\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/email.uplers\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-05-24T11:17:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-02T11:38:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/Personalize-Your-Outreach-A-Step-by-Step-Guide-to-Mail-Merge-in-Outlook-with-attachment-540x282.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"540\" \/>\n\t<meta property=\"og:image:height\" content=\"282\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Susmit Panda\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@email_uplers\" \/>\n<meta name=\"twitter:site\" content=\"@email_uplers\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Susmit Panda\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/email.uplers.com\/blog\/step-by-step-guide-to-mail-merge-in-outlook\/\",\"url\":\"https:\/\/email.uplers.com\/blog\/step-by-step-guide-to-mail-merge-in-outlook\/\",\"name\":\"How to Perform Mail Merge in Outlook with Attachments\",\"isPartOf\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/step-by-step-guide-to-mail-merge-in-outlook\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/step-by-step-guide-to-mail-merge-in-outlook\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/Personalize-Your-Outreach-A-Step-by-Step-Guide-to-Mail-Merge-in-Outlook-with-attachment.jpg\",\"author\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/#\/schema\/person\/24f62735fffd154f82f33d19d2eaacb3\"},\"description\":\"Learn how to personalize your emails using Outlook's mail merge feature with attachments. 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