Attaching Specific Files to Mail-Merge E-Mail Messages

Written by Allen Wyatt (last updated February 19, 2022)
This tip applies to Word 2007, 2010, 2013, 2016, 2019, 2021, and Word in Microsoft 365


1

Don can do a mail merge to create individualized e-mail messages. What he hasn't been able to figure out is how to specify that each message created by the merge should have a different file attachment. He wonders if there is a way in the merge to specify the name of a file that should be attached to the message that is created by the merge.

Unfortunately, Word does not include this capability and it never has. You can see Microsoft's official pronouncements on this in this FAQ about mail merge:

https://go.tips.net/mmfaq

Granted, this FAQ is about older versions of Word (Word 2003 through Word 2010), but the answers to questions 15 and 16—which deal specially with Don's question—are still applicable in the latest versions of Word.

One possible workaround to the lack of capability is to not actually include an attachment, but instead proved a pointer to a unique document, stored in a cloud source. For instance, you might consider putting the attachments in a OneDrive or Dropbox location and adding the URL to that location to your merge data. Then, when you create the e-mail messages you can include the individualized URLs in the messages. When the recipient receives the message, they can click on the URL to access the file you would have otherwise attached to the e-mail.

If you absolutely want to add attachments, then the best solution is to use the Merge Tools add-in created by Doug Robbins. How to use this tool (which is really handy) is discussed in this video by Microsoft employee Kevin Stratvert:

https://www.youtube.com/watch?v=yj_s3cdfVDY

The video is about 15 minutes long, and it is quite helpful on explaining how to use the Merge Tools add-in to do something that Word was never intended to do in the first place.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (9580) applies to Microsoft Word 2007, 2010, 2013, 2016, 2019, 2021, and Word in Microsoft 365.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Grabbing a User's Name from Excel

One of the settings you can make in Excel is to specify a user's name. This name is accessible through macros, and can ...

Discover More

Copying from the Task Bar

When you select cells in a worksheet, there is a good chance that if you glance at the Task Bar, you'll see some ...

Discover More

Stepping Through Head Formats

You can use the shortcuts described in this tip to quickly change the heading levels of the headings in your document. ...

Discover More

Create Custom Apps with VBA! Discover how to extend the capabilities of Office 365 applications with VBA programming. Written in clear terms and understandable language, the book includes systematic tutorials and contains both intermediate and advanced content for experienced VB developers. Designed to be comprehensive, the book addresses not just one Office application, but the entire Office suite. Check out Mastering VBA for Microsoft Office 365 today!

More WordTips (ribbon)

Printing Portions of Mail Merged Documents

When you use a data source to create a bunch of documents in a mail merge, you might not want to print all the documents ...

Discover More

Merging Only a Date from Access

When you are merging data from an Access database, you may get more information than you want, especially when it comes ...

Discover More

Getting Rid of Blank Labels in a Filtered Merge

If you are filtering a mail merge in Excel, and you get blank labels in the printout in Word, chances are good that ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 6 + 6?

2022-02-19 07:52:10

Sharon

Thank you, Thank you, THANK YOU!! I have been sending emails to customers INDIVIDUALLY because of needing to add an attachment. Wish I had this years ago!! I believe I also sent a request for help with that process and now I finally have my answer.


This Site

Got a version of Word that uses the ribbon interface (Word 2007 or later)? This site is for you! If you use an earlier version of Word, visit our WordTips site focusing on the menu interface.

Videos
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.