Can you add attachments to a mail merge

Question

Table of Contents Show

Introduction
The Super Quick Version
The Long Version
Adding the Macro
Preparing the Data
Preparing the Mail Merge Template
Running the Mail Merge to PDF
Original code shown in video
Can you add a PDF Attachment to a mail merge?
Can attachments be sent through mail merge?
Can you add a PDF Attachment to a mail merge on outlook?
How do I send multiple attachments in mail merge?

Use Word mail merge to send emails, with all the missing features added back in. Features like adding attachments, having a custom subject, using the CC and BCC fields, using "Send As" (e.g. send as the CEO - you know you want to), and best of all you can save to drafts to check the emails before they go out.

Introduction

Word’s mail merge feature gives you the ability to send emails, but the system lacks many essential features. Below we will provide you with a Word Macro and take you through how you can use it to create and send emails using Word mail merge with all the missing features available to you.

The Video

The Super Quick Version

Copy the text of the Macro from below and add to Word.
Add any of the following columns to your Mail Merge data: To, CC BCC, Subject, Importance, Sensitivity, ReadReceipt, DeliveryReceipt, DeliveryTime,FollowUp, Account, SendAs, Attachment.
- To, CC and BCC should contain email addresses separated by a semi-colon (multiple columns can be used if preferred)
- Subject can be whatever you want, and individualised to the recipient
- Importance can be normal, high, or low
- Sensitivity can be normal, personal, confidential, and private
- ReadReceipt and DeliveryReceipt can be true, yes or y to request, or false, no or n to not request
- DeliveryTime can be a datetime, a date (email will be sent at midnight on that date) or time (email will be sent at next instance of the specified time)
- FollowUp is used to flag the message for a follow up – if a number is provided in this column it indicates the number of days from today for the follow up, if date (in the future) is provided the follow up will be on that date
- Account is the email address of the account from which the email is to be sent (not send as, see below)
- SendAs is the email address of the person or team from which the email should appear to be sent from, or sent on behalf of
- Attachment is the full file path of an attachment
- Omitting a field or leaving it blank will leave that field in the email as the default value
- Multiple To, CC, BCC and Attachment columns can be used
Create your Mail Merge.
Run the Macro
Sit back and let the computer work.

Errors in the source data will cause the email to be saved as a draft with the errors listed in the body of the email (e.g. “attachment does not exist”). Major errors will cause an error box with an error number and text. If you get a popup box, please contact Imnoss.

The Macro

****** UPDATE! – Windows code updated from what is shown in the video ******

Original code at bottom of article.

				
					Sub EnhancedMailMergeToEmail()
' Macro created by Imnoss Ltd
' Please share freely while retaining attribution
' Last Updated 2022-09-22
' Please make sure you copy all the text in this code snippit box, including the function "StripToLcaseLetters" below this sub.
' declare variables
Dim outlookApp As Object 'Outlook.Application
Dim outlookMail As Object 'Outlook.MailItem
Dim outlookAccount As Object 'Outlook.Account
Dim mm As MailMerge
Dim df As MailMergeDataField
Dim singleDoc As Document
Dim lastRecordNum As Long
Dim sendFlag As Boolean
Dim inputDate As Date
Dim toString As String
Dim ccString As String
Dim bccString As String
Dim subjectString As String
Dim errorString As String
Dim contOnError As Boolean
Dim fso As Object

' identify the mail merge of the active document
Set mm = ActiveDocument.MailMerge
' check for the mail merge state being that of a mail merge ready To go
If mm.State <> wdMainAndDataSource Then
    If MsgBox("Mailmerge not set up for active document - cannot perform mailmerge. Macro will exit." & _
            vbLf & vbLf & "Please click the Edit Recipient List button To confirm that mail merge is correctly setup for this document." _
            , vbOKOnly + vbCritical, "Error") = vbOK Then Exit Sub
End If
' Give the user an opportunity To abort, and also the option To save the emails in drafts, or send immediately
Select Case MsgBox("MailMerge To email has found " & mm.DataSource.RecordCount & " records." & vbLf & vbLf & _
                    "Macro will ignore records that have been unchecked in the 'Edit Recipients' dialog box." & vbLf & vbLf & _
                    "Click 'Yes' To send the emails immediately, 'No' To save the emails in draft, and 'Cancel' To abort.", _
                    vbYesNoCancel + vbDefaultButton2 + vbQuestion, "Send Emails")
    Case vbCancel
        Exit Sub
    Case vbYes
        sendFlag = True
    Case Else
        sendFlag = False
End Select
ActiveDocument.Content.Characters(1).Select
' set outlookApp which is used To control outlook To send an email
' use late binding so that if the reference is not added there is not an error
Set outlookApp = CreateObject("Outlook.Application")
' go To the last record and record the record number
' if records are unchecked then the last record may not equal the record count
mm.DataSource.ActiveRecord = wdLastRecord
lastRecordNum = mm.DataSource.ActiveRecord
mm.DataSource.ActiveRecord = wdFirstRecord
' loop through all the records
Do While lastRecordNum > 0
    ' set fields To be populated for each email
    errorString = ""
    toString = ""
    ccString = ""
    bccString = ""
    subjectString = ""
    ' use mailmerge To create a new document for one record (defined by mm.DataSource.ActiveRecord)
    mm.Destination = wdSendToNewDocument
    mm.DataSource.FirstRecord = mm.DataSource.ActiveRecord
    mm.DataSource.LastRecord = mm.DataSource.ActiveRecord
    mm.Execute Pause:=False
    ' save the generated doc as a html file in the temp directory
    Set singleDoc = ActiveDocument
    ' extract the "MailEnvelope" from the word doc, which is an outlook email containing the contents of the doc
    Set outlookMail = singleDoc.MailEnvelope.Item
    ' run through all the fields in the mail merge data, when an email field is identified add the data To the appropriate field
    For Each df In mm.DataSource.DataFields
        ' first check for the field being populated for the active record (row), only check if there is data provided
        
        If Trim(df.Value) <> "" Then
            
            ' try matching the field name To accepted field names
            Select Case StripToLcaseLetters(df.Name)
                Case "to"
                    ' add in the To address or addresses as they are presented in the data, if multiple To fields are present they will all be added, separated by a semicolon
                    If InStr(1, df.Value, "@", vbBinaryCompare) > 0 Then
                        toString = toString & ";" & df.Value
                    Else
                        errorString = errorString & vbCrLf & "Invalid email address in To field: " & df.Value
                    End If
                Case "cc"
                    ' add in the CC address or addresses as they are presented in the data, if multiple CC fields are present they will all be added, separated by a semicolon
                    If InStr(1, df.Value, "@", vbBinaryCompare) > 0 Then
                        ccString = ccString & ";" & df.Value
                    Else
                        errorString = errorString & vbCrLf & "Invalid email address in CC field: " & df.Value
                    End If
                Case "bcc"
                    ' add in the bcc address or addresses as they are presented in the data, if multiple BCC fields are present they will all be added, separated by a semicolon
                    If InStr(1, df.Value, "@", vbBinaryCompare) > 0 Then
                        bccString = bccString & ";" & df.Value
                    Else
                        errorString = errorString & vbCrLf & "Invalid email address in BCC field: " & df.Value
                    End If
                Case "subject"
                    ' add in the subject as it is presented in the data
                    If subjectString = "" Then
                        subjectString = df.Value
                    Else
                        errorString = "Second subject field found containing: " & df.Value
                    End If
                Case "importance"
                    ' change the importance, accepted input values are "high", "normal", and "low" (not case sensitive)
                    ' if field is not provided, or an incorrect input value is provided, then the default is used
                    ' default is typically "Normal", but may have been changed in Outlook Options.
                    Select Case StripToLcaseLetters(df.Value)
                        Case ""
                            ' leave as default
                        Case "low", "l"
                            outlookMail.Importance = 0 'olImportanceLow
                        Case "normal", "n"
                            outlookMail.Importance = 1 'olImportanceNormal
                        Case "high", "h"
                            outlookMail.Importance = 2 'olImportanceHigh
                        Case Else
                            errorString = errorString & vbCrLf & "Importance value not recognised: " & df.Value
                    End Select
                Case "sensitivity"
                    ' change the sensitivity, accepted input values are "confidential", "personal", "private", or "normal" (not case sensitive)
                    ' if field is not provided, or an incorrect input value is provided, then the default is used
                    ' default is typically "Normal", but may have been changed in Outlook Options.
                    Select Case StripToLcaseLetters(df.Value)
                        Case ""
                            ' leave as default
                        Case "normal"
                            outlookMail.Sensitivity = 0 'olNormal
                        Case "personal"
                            outlookMail.Sensitivity = 1 'olPersonal
                        Case "private"
                            outlookMail.Sensitivity = 2 'olPrivate
                        Case "confidential"
                            outlookMail.Sensitivity = 3 'olConfidential
                        Case Else
                            errorString = errorString & vbCrLf & "Sensitivity value not recognised: " & df.Value
                    End Select
                Case "readreceipt"
                    ' request or do not request a read receipt
                    ' if the field contains a boolean TRUE, or any form of "true"/"yes"/"y" (case insensitive) then request a read receipt
                    ' if the field contains a boolean FALSE, or any form of "false"/"no"/"n" (case insensitive) then do not request a read receipt
                    ' if field is not provided, or an incorrect input value is provided, then the default is used
                    ' default is typically To not request a read receipt, but may have been changed in Outlook Options.
                    Select Case StripToLcaseLetters(df.Value)
                        Case ""
                            ' leave as default
                        Case "true", "yes", "y"
                            outlookMail.ReadReceiptRequested = True
                        Case "false", "no", "n"
                            outlookMail.ReadReceiptRequested = False
                        Case Else
                            errorString = errorString & vbCrLf & "Read receipt value not recognised: " & df.Value
                    End Select
                Case "deliveryreceipt"
                    ' request or do not request a delivery report
                    ' if the field contains a boolean TRUE, or any form of "true"/"yes"/"y" (case insensitive) then request a delivery report
                    ' if the field contains a boolean FALSE, or any form of "false"/"no"/"n" (case insensitive) then do not request a delivery report
                    ' if field is not provided, or an incorrect input value is provided, then the default is used
                    ' default is typically To not request a delivery report, but may have been changed in Outlook Options.
                    Select Case Trim(LCase(df.Value))
                        Case ""
                            ' leave as default
                        Case "true", "yes", "y"
                            outlookMail.OriginatorDeliveryReportRequested = True
                        Case "false", "no", "n"
                            outlookMail.OriginatorDeliveryReportRequested = False
                        Case Else
                            errorString = errorString & vbCrLf & "Delivery receipt value not recognised: " & df.Value
                    End Select
                Case "deliverytime", "delaydelivery"
                    ' add in a delivery time (delay delivery)
                    ' checks for the field containin a value or something which looks like a date and/or time
                    ' if a datetime is provided, and that datetime is in the future then the delay is added To that datetime
                    ' if a date is provided, and that date is in the future then the delay is added To midnight at the start of the provided date
                    ' if a time is provided then the next instance of that time will be used To define the delay (so email could be sent "tomorrow" if time already passed)
                    ' if no data, invalid data, or a date/datetime in the past is added then no delivery delay is added
                    If (IsNumeric(df.Value) Or IsDate(df.Value)) Then
                        ' A date passed from an Excel table through mail merge will be formatted in US format ("m/d/yyyy"), but the function CDate
                        ' uses the local format, e.g. ("d/m/yyyy"). However, CDate will convert both "15/1/2021" and "1/15/2021" To 15 January 2021
                        ' irrespecitve of location settings.
                        ' The next couple of lines test for whether the date is the wrong way round and flips the month and day if needed
                        ' A date is believed To be wrong if both month and day are 12 or lower, if CDate parses the date 1/2/2020 as 1 February 2020
                        ' and finally if the raw input from Excel is a date string (and not a number, which would be valid)
                        inputDate = CDate(df.Value)
                        If Day(inputDate) <= 12 And Month(inputDate) <= 12 And Month(CDate("1/2/2020")) = 2 And _
                                (df.Value Like Format(inputDate, "d/m/yyyy") & "*" Or df.Value Like Format(inputDate, "dd/mm/yyyy") & "*") Then
                            inputDate = DateSerial(Year(inputDate), Day(inputDate), Month(inputDate)) + TimeSerial(Hour(inputDate), Minute(inputDate), Second(inputDate))
                        End If
                        If inputDate < Now() - Date Then      ' time only, time is in the past so set time for "tomorrow"
                            outlookMail.DeferredDeliveryTime = Date + 1 + inputDate
                        ElseIf inputDate < 1 Then             ' time only, time is in the future so set time for "today"
                            outlookMail.DeferredDeliveryTime = Date + inputDate
                        ElseIf inputDate > Now() Then         ' date or datetime in the future
                            outlookMail.DeferredDeliveryTime = inputDate
                        End If
                    Else
                        errorString = errorString & vbCrLf & "Delivery time value not recognised: " & df.Value
                    End If
                Case "account"
                    ' select the account from which the email is To be sent
                    ' the account is identified by its full email address
                    ' To identify the account, the code cycles through all the accounts available and selects a match
                    ' if no data, or a non-matching email address is provided, then the default account is used
                    ' note! not the same as send as - see below
                    For Each outlookAccount In outlookApp.Session.Accounts
                        If outlookAccount.SmtpAddress = df.Value Then Exit For
                    Next
                    If Not outlookAccount Is Nothing Then
                        outlookMail.SendUsingAccount = outlookAccount
                    Else
                        errorString = errorString & vbCrLf & "Account not found: " & df.Value
                    End If

                Case "sendas", "sendonbehalfof"
                    ' add in an address To send as or send on behalf of
                    ' only added if a valid email address
                    ' if the account does not have permissions, the email will be created but will be rejected by the Exchange server if sent
                    If InStr(1, df.Value, "@", vbTextCompare) > 0 Then
                        outlookMail.SentOnBehalfOfName = df.Value
                    Else
                        errorString = errorString & vbCrLf & "Send as email not recognised: " & df.Value
                    End If

                Case "replyto"
                    ' add in an address To reply To
                    ' only added if a valid email address
                    If InStr(1, df.Value, "@", vbTextCompare) > 0 Then
                        outlookMail.ReplyRecipients.Add (df.Value)
                    Else
                        errorString = errorString & vbCrLf & "Reply To email not recognised: " & df.Value
                    End If
                    
                Case "followup"
                    outlookMail.FlagStatus = olFlagMarked
                    outlookMail.FlagRequest = "Follow up"
                    
                    If (IsNumeric(df.Value) Or IsDate(df.Value)) Then
                        ' A date passed from an Excel table through mail merge will be formatted in US format ("m/d/yyyy"), but the function CDate
                        ' uses the local format, e.g. ("d/m/yyyy"). However, CDate will convert both "15/1/2021" and "1/15/2021" To 15 January 2021
                        ' irrespecitve of location settings.
                        ' The next couple of lines test for whether the date is the wrong way round and flips the month and day if needed
                        ' A date is believed To be wrong if both month and day are 12 or lower, if CDate parses the date 1/2/2020 as 1 February 2020
                        ' and finally if the raw input from Excel is a date string (and not a number, which would be valid)
                        inputDate = CDate(df.Value)
                        If Day(inputDate) <= 12 And Month(inputDate) <= 12 And Month(CDate("1/2/2020")) = 2 And _
                                (df.Value Like Format(inputDate, "d/m/yyyy") & "*" Or df.Value Like Format(inputDate, "dd/mm/yyyy") & "*") Then
                            inputDate = DateSerial(Year(inputDate), Day(inputDate), Month(inputDate)) + TimeSerial(Hour(inputDate), Minute(inputDate), Second(inputDate))
                        End If
                        If inputDate < Now() - Date Then        ' time only, time is in the past so set time for "tomorrow"
                            outlookMail.FlagDueBy = Date + 1 + inputDate
                        ElseIf inputDate < 1 Then               ' time only, time is in the future so set time for "today" + days/time
                            outlookMail.FlagDueBy = Date + inputDate
                        ElseIf inputDate < 5000 Then            ' assume count of days To follow up (e.g. 7), add To current date and time
                            outlookMail.FlagDueBy = Now() + inputDate
                        ElseIf inputDate <= Now() Then          ' date or datetime in the past, set To due now (annoying, but anyhooose)
                            outlookMail.FlagDueBy = Now()
                        Else                                    ' date/datetime in future, use that value
                            outlookMail.FlagDueBy = inputDate
                        End If
                    Else
                        errorString = errorString & vbCrLf & "Delivery time value not recognised: " & df.Value
                    End If
                    
                Case "attachment", "attachments"
                    ' create a file system object To check the file
                    ' if the file does not exist, then the attachment is not added and the error string is updated
                    If fso Is Nothing Then Set fso = CreateObject("Scripting.FileSystemObject")
                    
                    If fso.FileExists(df.Value) Then
                        ' add the attachment
                        outlookMail.Attachments.Add df.Value
                    Else
                        errorString = errorString & vbCrLf & "Attachment: " & df.Value & " could not be found"
                    End If
            End Select  ' end test for the field names
        End If      ' end check for the data value being blank
    Next df     ' move on To the next record
    ' set the collected To, CC and bcc fields (some systems do not allow the To field To be read
    ' so we have To collect all To fields together first and then add them in one go
    If Len(toString & ccString & bccString) = 0 Then errorString = errorString & vbCrLf & "No valid email addresses provided in To, CC and BCC fields"
    If Len(subjectString) = 0 Then errorString = errorString & vbCrLf & "No subject provided"
    outlookMail.To = toString
    outlookMail.cc = ccString
    outlookMail.BCC = bccString
    outlookMail.Subject = subjectString
    outlookMail.Display
    
'    outlookMail.UserProperties.Add "Generator", olText, True
'    outlookMail.UserProperties.Find("Generator").Value = "Imnoss"
    
    ' check the send flag and send or save
    If Len(errorString) > 0 Then
        singleDoc.Content.Text = "Errors found: " & errorString
        outlookMail.BodyFormat = 1 'olFormatPlain
        outlookMail.Subject = "**Errors in mail merge: " & subjectString
        outlookMail.Close 0 'olSave
        If Not contOnError Then
            If MsgBox("Errors were found when creating email, email has been saved as a draft with subject """ & _
                    "**Errors in mail merge: " & subjectString & """ and a full list of errors in the body of the email" & vbLf & vbLf & _
                    "Press OK To continue with remaining records and Cancel To exit the macro.", vbOKCancel, "Errors in email") = vbCancel Then
                Exit Sub
            End If
            contOnError = True
        End If
    ElseIf sendFlag Then
        outlookMail.Send
    Else
        outlookMail.Close 0 'olSave
    End If
    Set outlookMail = Nothing
    singleDoc.Close False
    Set singleDoc = Nothing
    ' test if we have just created a document for the last record, if so we set lastRecordNum To zero To indicate that the loop should end, otherwise go To the next active record
    If mm.DataSource.ActiveRecord >= lastRecordNum Then
        lastRecordNum = 0
    Else
        mm.DataSource.ActiveRecord = wdNextRecord
    End If
Loop
End Sub
Private Function StripToLcaseLetters(inputString As String) As String
' strips out all non-letters and converts To lowercase
Dim i As Long
Dim s As String
For i = 1 To Len(inputString)
    Select Case Asc(Mid(inputString, i, 1))
        Case 65 To 90, 97 To 122
            s = s & Mid(inputString, i, 1)
    End Select
Next i
StripToLcaseLetters = LCase(s)
End Function

The Long Version

Adding the Macro

To add a macro to Word you will need to be able to see the Developer tab. If you don’t have this appearing, that’s perfectly normal for Word, they hide it by default. To make it appear is you just right-click anywhere in the ribbon and select “Customise the Ribbon”. In the dialogue box which appears make sure the checkbox next to Developer in the right-hand column is checked. Once done press Ok, and the Developer tab will appear in the Ribbon. This contains the Visual Basic and Macro buttons on the left-hand side.

Click the Visual Basic button in the Developer tab to open the Visual Basic editor where we will add our macro. If you do not see a window called “Project” then click on the View menu and select “Project Explorer”. This will bring up the Project window. In this window right-click on “Normal” and in the contextual menu select “Insert” and then “Module”. A new file called “Module1” will appear in the Modules folder under “Normal” (the file may have a different number if Module1 already exists).

The middle of the window will be a white canvas – this is the editing space for the new module. Copy the Macro from this article and paste it into the middle of the VBA editor.

Finally, you will need to add two libraries: Microsoft Outlook xx.x Object Library (replace xx.x with version number) and Microsoft Scripting Runtime. To add them, use the “Tools” menu and select “References”. Tick the checkboxes next to the two libraries and press OK.

Preparing the Data

Start by preparing your data exactly as you would for a normal mail merge – i.e. a sheet in Excel with headers in the first row and data underneath.

Add in headers for the email fields you want to add or change: To, CC BCC, Subject, Importance, Sensitivity, ReadReceipt, DeliveryReceipt, DeliveryTime, Account, SendAs, Attachment.

Prepare your data exactly as you would for a normal mail merge - i.e. a sheet in Excel with headers in the first row and data underneath

Add in headers for the email fields you want to change: To, CC BCC, Subject, Importance, Sensitivity, ReadReceipt, DeliveryReceipt, DeliveryTime, Account, SendAs, Attachment

Populate mail merge data table

Hold shift and right click on a file to get the option to "Copy as path" - use this to fill in the attachment field

You will need at least one of To, CC and BCC, and a Subject is recommended, all the other fields are optional and if omitted or left blank they will remain at your defaults. To populate these fields you can type the data in or use formulas.

To, CC and BCC should contain email addresses separated by a semi-colon
Subject can be whatever you want and individualised to the recipient
Importance can be normal, high, or low
Sensitivity can be normal, personal, confidential, and private
ReadReceipt and DeliveryReceipt can be true, yes or y to request, or false, no or n to not request
DeliveryTime can be:
- a datetime (a combination of date and time)
- a date (email will be sent at midnight on that date) or
- a time (email will be sent at next instance of the specified time) –
- a datetime can by typed into Excel as a date followed by a time (e.g. “18/12/2020 13:30”) or created by adding a date to a time in a formula (e.g. “=F2+G2”, where F2 contains a date and G2 a time)
Account is the email address of the account from which the email is to be sent (not send as, see below)
SendAs is the email address of the person or team from which the email should appear to be sent from, or sent on behalf of
Attachment is the full file path of an attachment, multiple columns can be used for multiple attachments

Multiple “Attachment” fields (i.e. multiple columns) can be used. If you wish to give the columns different names put a number after the word Attachment and it will still work (note, only a number, so Attachment1 works, Attachment_1 does not work).

The attachments are identified by their file path. Holding Shift while right-clicking on a file in Windows Explorer will give you the option to “Copy as path” which will copy that file path to the clipboard to be pasted into Excel. You can use this technique after selecting many files. Copying and pasting in multiple file paths enables you to use VLOOKUP or MATCH to check the attachments are available and to add them to the table (see video for “VLOOKUP with Wildcards” technique).

Preparing the Mail Merge Template

Prepare your mail merge template as you would any other mail merge to email. The email specific fields can be ignored.

Prepare your mail merge template in Word as for a normal mail merge - there is no need to add the extra fields anywhere

Running the Mail Merge to PDF

In the Developer tab click the “Macros” button. Select the macro “EnhancedMailMergeToEmail” and click Run.

If you’ve made a mistake, click “Cancel” and the macro will stop,
If you want to create the emails without sending them and have them stored in drafts then click “No”
If you are happy to send all the emails, click “Yes”.

Sit back and let the magic happen.

Original code shown in video

This code is provided for reference. If you get an error with the updated code above you will almost certainly get an error with the code below.

				
					Sub OriginalEnhancedMailMergeToEmail()
' Macro created by Imnoss Ltd
' Please share freely while retaining attribution
' REFERENCES REQUIRED!
' This Macro requires you to add the following libraries:
' "Microsoft Outlook xx.x Object Library" (replace xx.x with version number) and "Microsoft Scripting Runtime"
' To add them, use the "Tools" menu and select "References". Tick the check boxes next to the two libraries and press OK.
    
    ' declare variables
    Dim outlookApp As Outlook.Application
    Dim outlookMail As Outlook.MailItem
    Dim outlookAccount As Outlook.Account
    Dim fso As FileSystemObject
    Dim attachFile As File
    Dim mm As MailMerge
    Dim df As MailMergeDataField
    Dim singleDoc As Document
    Dim mailBody As String
    Dim recordNum As Long
    Dim sendFlag As Boolean
    Dim hasDetailFlag As Boolean
    Dim tempFileName As String
    
    ' identify the mail merge of the active document
    Set mm = ActiveDocument.MailMerge
    
    ' check for the mail merge state being that of a mail merge ready to go
    If mm.State <> wdMainAndDataSource Then
        If MsgBox("Mailmerge not set up for active document - cannot perform mailmerge. Macro will exit.", vbOKOnly + vbCritical, "Error") = vbOK Then Exit Sub
    End If
    
    ' Give the user an opportunity to abort, and also the option to save the emails in drafts, or send immediatly
    Select Case MsgBox("MailMerge to email will proceed for " & mm.DataSource.recordCount & " records." + Chr(10) + Chr(10) + _
                        "Click 'Yes' to send the emails immediatly, 'No' to save the emails in draft, and 'Cancel' to abort.", _
                        vbYesNoCancel + vbDefaultButton2 + vbQuestion, "Send Emails")
        Case vbCancel
            Exit Sub
        Case vbYes
            sendFlag = True
        Case Else
            sendFlag = False
    End Select
    
    ' set variables
    ' outlookApp is used to control outlook to send an email
    ' fso is used to read the HTML file with the email content
    Set outlookApp = New Outlook.Application
    Set fso = New FileSystemObject
    
    ' we need to use a temporary file to store the html generated by mail merge
    ' fso.GetTempName creates a name with the extension tmp. We remove this
    ' because image files are stored in a folder with the name without the extension and with "_files" at the end
    tempFileName = Replace(fso.GetTempName, ".tmp", "")
    
    ' loop through all the records
    For recordNum = 1 To mm.DataSource.recordCount
    
        ' select the record
        mm.DataSource.ActiveRecord = recordNum
        
        ' run through the fields to check if a valid email address is provided in any of the "to", "cc" or "bcc" fields (valid address = contains an "@")
        hasDetailFlag = False
        For Each df In mm.DataSource.DataFields
            Select Case Trim(LCase(df.Name))
                Case "to", "cc", "bcc"
                    If InStr(1, df.Value, "@", vbTextCompare) > 0 Then
                        hasDetailFlag = True
                        Exit For
                    End If
            End Select
        Next
        
        ' only create an email if there is a valid address
        If hasDetailFlag Then
        
            ' use mailmerge to create a new document for one record (defined by recordNum)
            mm.Destination = wdSendToNewDocument
            mm.DataSource.FirstRecord = recordNum
            mm.DataSource.LastRecord = recordNum
            mm.Execute Pause:=False
            
            ' save the generated doc as a html file in the temp directory
            Set singleDoc = ActiveDocument
            singleDoc.SaveAs2 FileName:=Environ("Temp") & "\" & tempFileName & ".tmp", FileFormat:=wdFormatFilteredHTML
            singleDoc.Close
            
            ' read the html from the temp directory using fso
            mailBody = fso.OpenTextFile(Environ("Temp") & "\" & tempFileName & ".tmp", 1).ReadAll
            
            ' create a new email message in outlook
            Set outlookMail = outlookApp.CreateItem(olMailItem)
            
            ' ensure formatting is HTML
            outlookMail.BodyFormat = olFormatHTML
            
            ' if the html contains images, then they will be stored in a files directory
            ' this loop iterates through the files in the files directory
            ' it checks to see if the files are included in the email as an image (i.e. as 'src="..."')
            ' if the image is included then the image is attached to the email as a hidden attachment
            ' and the image path is updated to point to the attached image
            For Each attachFile In fso.GetFolder(Environ("Temp") & "\" & tempFileName & "_files").Files
                If InStr(1, mailBody, "src=""" & tempFileName & "_files/" & attachFile.Name & """", vbBinaryCompare) > 0 Then
                    outlookMail.Attachments.Add attachFile.Path, 1, 0
                    mailBody = Replace(mailBody, "src=""" & tempFileName & "_files/" & attachFile.Name & """", "src=""cid:" & attachFile.Name & """")
                End If
            Next
            
            ' add the mail body from the html created via mailmerge and updated for the newly attached images
            outlookMail.HTMLBody = mailBody
            
            'outlookMail.Display
            
            ' run through all the fields in the mail merge data, when an email field is identified add the data to the appropriate field
            For Each df In mm.DataSource.DataFields
            
                ' first check for the field being populated for the active record (row), only check if there is data provided
                If Trim(df.Value) <> "" Then
                    
                    ' try matching the field name to accepted field names
                    ' note that the field name is converted to lower case and trimmed to maximise chances of matching
                    Select Case Trim(LCase(df.Name))
                    
                        Case "to"
                            ' add in the to address or addresses as they are presented in the data, multiple address should be separated by a semicolon
                            outlookMail.To = df.Value
                        
                        Case "cc"
                            ' add in the cc address or addresses as they are presented in the data, multiple address should be separated by a semicolon
                            outlookMail.CC = df.Value
                        
                        Case "bcc"
                            ' add in the bcc address or addresses as they are presented in the data, multiple address should be separated by a semicolon
                            outlookMail.BCC = df.Value
                        
                        Case "subject"
                            ' add in the subject as it is presented in the data
                            outlookMail.Subject = df.Value
                        
                        Case "importance"
                            ' change the importance, accepted input values are "high", "normal", and "low" (not case sensitive)
                            ' if field is not provided, or an incorrect input value is provided, then the default is used
                            ' default is typically "Normal", but may have been changed in Outlook Options.
                            Select Case Trim(LCase(df.Value))
                                Case "high"
                                    outlookMail.Importance = olImportanceHigh
                                Case "normal"
                                    outlookMail.Importance = olImportanceNormal
                                Case "low"
                                    outlookMail.Importance = olImportanceLow
                            End Select
                        
                        Case "sensitivity"
                            ' change the sensitivity, accepted input values are "confidential", "personal", "private", or "normal" (not case sensitive)
                            ' if field is not provided, or an incorrect input value is provided, then the default is used
                            ' default is typically "Normal", but may have been changed in Outlook Options.
                            Select Case Trim(LCase(df.Value))
                                Case "confidential"
                                    outlookMail.Sensitivity = olConfidential
                                Case "personal"
                                    outlookMail.Sensitivity = olPersonal
                                Case "private"
                                    outlookMail.Sensitivity = olPrivate
                                Case "normal"
                                    outlookMail.Sensitivity = olNormal
                            End Select
                        
                        Case "readreceipt"
                            ' request or do not request a read receipt
                            ' if the field contains a boolean TRUE, or any form of "true"/"yes"/"y" (case insensitive) then request a read receipt
                            ' if the field contains a boolean FALSE, or any form of "false"/"no"/"n" (case insensitive) then do not request a read receipt
                            ' if field is not provided, or an incorrect input value is provided, then the default is used
                            ' default is typically to not request a read receipt, but may have been changed in Outlook Options.
                            Select Case Trim(LCase(df.Value))
                                Case "true", "yes", "y"
                                    outlookMail.ReadReceiptRequested = True
                                Case "false", "no", "n"
                                    outlookMail.ReadReceiptRequested = False
                            End Select
                        
                        Case "deliveryreceipt"
                            ' request or do not request a delivery report
                            ' if the field contains a boolean TRUE, or any form of "true"/"yes"/"y" (case insensitive) then request a delivery report
                            ' if the field contains a boolean FALSE, or any form of "false"/"no"/"n" (case insensitive) then do not request a delivery report
                            ' if field is not provided, or an incorrect input value is provided, then the default is used
                            ' default is typically to not request a delivery report, but may have been changed in Outlook Options.
                            Select Case Trim(LCase(df.Value))
                                Case "true", "yes", "y"
                                    outlookMail.OriginatorDeliveryReportRequested = True
                                Case "false", "no", "n"
                                    outlookMail.OriginatorDeliveryReportRequested = False
                            End Select
                        
                        Case "deliverytime"
                            ' add in a delivery time (delay delivery)
                            ' checks for the field containin a value or something which looks like a date and/or time
                            ' if a datetime is provided, and that datetime is in the future then the delay is added to that datetime
                            ' if a date is provided, and that date is in the future then the delay is added to midnight at the start of the provided date
                            ' if a time is provided then the next instance of that time will be used to define the delay (so email could be sent "tomorrow" if time already passed)
                            ' if no data, invalid data, or a date/datetime in the past is added then no delivery delay is added
                            If (IsNumeric(df.Value) Or IsDate(df.Value)) Then
                                If CDate(df.Value) < Now() - Date Then ' time only, time is in the past so set time for "tomorrow"
                                    outlookMail.DeferredDeliveryTime = Date + 1 + CDate(df.Value)
                                ElseIf CDate(df.Value) < 1 Then ' time only, time is in the future so set time for "today"
                                    outlookMail.DeferredDeliveryTime = Date + CDate(df.Value)
                                ElseIf CDate(df.Value) > Now() Then ' date or datetime in the future
                                    outlookMail.DeferredDeliveryTime = CDate(df.Value)
                                End If
                            End If
                    
                        Case "account"
                            ' select the account from which the email is to be sent
                            ' the account is identified by its full email address
                            ' to identify the account, the code cycles through all the accounts available and selects a match
                            ' if no data, or a non-matching email address is provided, then the default account is used
                            ' note! not the same as send as - see below
                            For Each outlookAccount In outlookApp.Session.Accounts
                                If outlookAccount.SmtpAddress = df.Value Then
                                    outlookMail.SendUsingAccount = outlookAccount
                                    Exit For
                                End If
                            Next
                        
                        Case "sendas"
                            ' add in an address to send as or send on behalf of
                            ' only added if a valid email address
                            ' if the account does not have permissions, the email will be created but will be rejected by the Exchange server if sent
                            If InStr(1, df.Value, "@", vbTextCompare) > 0 Then outlookMail.SentOnBehalfOfName = df.Value
                            
                        Case Else
                            If Left(Trim(LCase(df.Name)), 10) = "attachment" And _
                                (Mid(Trim(df.Name), 11) = "" Or IsNumeric(Mid(Trim(df.Name), 11))) Then
                                ' if the field name is "attachment" (not case sensitive) or is "attachment" followed only by numbers
                                ' e.g. "Attachment1" then the filepath will be added as an attachment.
                                outlookMail.Attachments.Add df.Value
                            End If
                    
                    End Select ' end test for the field names
                End If ' end check for the data value being blank
            Next df ' move on to the next record
            
            ' check the send flag and send or save
            If sendFlag Then
                outlookMail.Send
            Else
                outlookMail.Close (olSave)
            End If
            
            Set outlookMail = Nothing
        
        End If ' end the test for whether a valid address is presented in the data
    
    Next recordNum ' proceed to the next record and repeat
End Sub

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Can you add a PDF Attachment to a mail merge?

Mail Merge a PDF with Word Step 3: Click on Start Mail Merge. Step 4: Click Select Letters. Step 5: Now click the Select Recipients option, as well as select your data source (Excel File or CSV). Step 6: Click the Insert Merge Fields option, then customize your document further if required.

Can attachments be sent through mail merge?

Send personalized emails with Gmail Mail Merge. Include different file attachments, schedule emails for sending later, CC and BCC support, track email opens, clicks, and bounces messages.

Can you add a PDF Attachment to a mail merge on outlook?

Go to Mailings tab -> Click on Start Mail Merge and then Select Letters. Click on “Select Recipients” and choose your data source (CSV or Excel File) Click on Insert Merge Fields and customize the document as desired. Instead of selecting Finish and Merge, select Merge to Adobe PDF.