Choose a naming convention for your file titles that include the ID.If an ID appears in multiple filenames (for example, 01 is found in 01 and in 101), all files matching the ID are sent to the same recipient. YAMM personalizes the attachments by using the unique IDs which are part of the filename naming convention. In our example, we are sending personalized monthly payslips in attachments to our employees. If you have a lot of attachments, you can add them automatically in your Google Sheets. Method 2: Automatically list all file URLs in your Google Sheets You can now send your mail merge with the personalized attachments as they are listed in your Google Sheets.Select the checkbox Attach files in column xx to emails sent.Click + Alias, filters, personalized attachments.If the column name does not match Attachment, YAMM does not detect it and it cannot attach the listed documents. 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.Warning The name of the attachments column is case-sensitive and its name must be Attachment.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:
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