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Bulk send emails in Outlook with multiple attachments using Excel (email merge with many attachments)
Thu, 2021-03-11 23:40 — Anonymous (not verified)
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Overview of the spreadsheet
The spreadsheet is made available by Legaltree Publishing Inc. and allows one to bulk send up to 1000 emails, with attachments. The ability to send attachments is the key feature that makes this spreadsheet worthwhile rather than just using the regular method of bulk sending emails using the mail merge / email merge feature of Microsoft Word.
Beware of sending the wrong email and/or attachment to the wrong person. The spreadsheet is powerful in the sense it can send out many emails to many people at once. But that power is dangerous! It is strongly recommended to either check email attachments using the orange Preview button available in the spreadsheet, or else enter "Save" into the "Send or Save!!!" column which will cause the macro to place the emails into the "Drafts" folder in Outlook where the drafts can be reviewed before sending out. If you enter "Send" into the "Send or Save!!!" column then the emails will be sent out by Outlook when the green Send button is clicked.
Two versions available for download
Most users will want to use the newer / more advanced HTML version, but the Plain Text version shown in the video is also available for download.
Plain Text version (the version shown in the video)
- Does not allow CC or BCC.
- Does not include any signature in messages by default.
- Message body can be plain text only.
- Only one attachment per email.
Designed for Windows computers only, not Macs.
Buy plain text version for $5CAD from https://legaltree.gumroad.com/l/auadtk
HTML version (not shown in the video, but available for download).
- Includes CC and BCC fields.
- Allows bold, underline, italic formatting of text in the email body.
- Includes your default Outlook email signature in each message composed by the macro.
- Allows sending of up to three files attached to ALL emails.
- Allows sending of up to 30 additional files attached to each email (see further description below).
Designed for Windows computers only, not Macs.
Buy HTML version for $9CAD from https://legaltree.gumroad.com/l/adrxxd
Explanation of how to attach multiple files to each emails, with different files attached to each email (THIS FUNCTIONALITY IS NOT SHOWN IN THE VIDEO)
- Email attachments are optional i.e. you can use the spreadsheet for bulk sending emails without attachments if you wish.
- Each email can have up to 30 email specific attachments (in addition to the three attachments that can be attached to all emails).
- Enter the path to the first attachment specific to the particular email in the 'Paths' column on the same row as the other email data i.e. in the same row as the email addresses, subject line, message body variable data, etc. (see image below).
- Additional unique attachment paths can be listed on the subsequent rows as follows: specify the additional attachment path in the 'Paths' column and specify "Additional attachment" (without the quotes) in the 'To' column, and leave all other cells on that row blank (see image below).
Typically the data set required for the below the headings will be built on another sheet using typical Excel functionality (e.g. CONCATENATE, etc.).
Security issues
The spreadsheet was developed using macros (programmed in visual basic) and in order for the spreadsheet to operate your security settings in Microsoft Excel must be set to allow macros to run.
Macros can pose a security risk because they make your computer perform certain steps automatically, but are typically only dangerous when made to be that way by a computer programmer with a malicious intention – hence the warning when you change the security settings in Excel. However, the macros available in the spreadsheet available for download on this page are made with good intentions and should not harm your computer. Users downloading and using this spreadsheet do so entirely at their own risk and agree to accept all risks associated with using the spreadsheet.
To enable macros in Excel click:
- File (i.e. the menu on the top left)
- Options
- Trust Centre
- Trust Centre Settings
- Macro settings
- Enable all macros, and on that same page also check the box for "Trust access to the VBA project object model".
Modern versions of Excel are very protective in shielding users from files with macros, and you may need to save the spreadsheet in a "trusted location" in order for the macros to run.
To designate the location the file is saved in as a trusted location, in Excel click:
- File (i.e. the menu on the top left)
- Options
- Trust Centre
- Trust Centre Settings
- Trusted Locations
- Add new location.
- Copy and paste the path of the folder containing the spreadsheet in the dialog box to specify that folder as a trusted location.
