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![]() Step 6: Click the Insert Merge Fields option, then customize your document further if required. Step 5: Now click the Select Recipients option, as well as select your data source (Excel File or CSV). Step 1: Open Word and prepare your mail merge PDF. Let’s look at the steps to accomplish mail merges with each method below: Mail Merge a PDF with Word From here, you can accomplish a mail merge of the PDF with Microsoft Word, Adobe, manually in Gmail, or with an app that automates the process.Īdditional Reading: How to Do a Mail Merge in Gmail The first thing you need is the PDF document that you want to send, of course. Have your mail merge live within minutes. Right Inbox’s mail merge feature makes it easier than ever to set up a mail merge. The mail merge technique is used for various purposes: mailing labels, personalized messages, documents, mass email campaigns, and more. What is Mail Merge?Ī mail merge is the creation of various documents from a single data source or template. That way, you can simplify and streamline the process now and going forward. ![]() In this article we will discuss what mail merge is and how to send PDF attachments with it using the most common methods. It can be overwhelming at first if you don’t know where to start. ![]() You could be sending assignments to students, marketing documents to prospects, or anything in between. Head over to your "Sent Items" folder in Outlook to see all the emails sent by the plugin.Īnd that's it! You've now successfully sent a mail merge with individual attachments using Microsoft Outlook 365 and the Secure Mail Merge plugin.Sending a lot of personalized emails? Need to do a mail merge with PDF attachments to unique recipients? There are several reasons you might want to do this.Monitor the progress as the emails are sent and the attachments are added.Click on "Start Sending Campaign" in the plugin.Check your inbox to verify that the first row of your spreadsheet is used to populate the email, and the attachments are properly included.įinally, when you're satisfied with your test email, you can proceed to send the mails:.Authenticate with your Microsoft 365 account when prompted.Click the "Test Email" button in the plugin to send a test email to yourself.You can also format the email as you wish, including adding signatures, images, etc.īefore sending out the mail merge, it's always a good idea to test it beforehand: For instance: Invoice for Flat " and any other custom content.Write your email subject and body, making sure to include your custom fields using the dropdown menu provided by the plugin. With your data and attachments prepared, it's time to write your email: Click on "Open" to add the files to the mail merge campaign.Select all the files using Ctrl+A or by selecting them with the mouse.Click on "Add Files" and navigate to the folder containing the files you want to attach.The plugin will look for the "Attachments" column in your spreadsheet and prompt you to upload the necessary files.Select the spreadsheet file you prepared earlier.In this case, we are using a prepared spreadsheet. Choose whether you'd like to use a spreadsheet or send a mail merge to people in your address book.Click on the Secure Mail Merge icon in the "New Email" window.With the plugin installed, you can start setting up your mail merge: The plugin is now installed and will appear when you click on "New Email." Using the Plugin to Send Your Mail Merge Switch over to Outlook, and follow these steps to install the Secure Mail Merge plugin: You can add multiple files to a single email by separating them with a semicolon, as shown in the example: Any other information you'd like to include, such as a flat number, invoice number, or any other custom fields.Īdditionally, you should include a column containing the filenames of the files you want to attach for each recipient.For example, this may include fields like: The first step in any mail merge is to create a spreadsheet containing the information that you'd like to send out to your customers. Hide video preview Preparing Your Data Spreadsheet
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