Add personalized attachments to your emails
With Mergo, adding personalized attachments is easy: store the files in a target folder in Google Drive, specify which file to attach to your campaign sheet, and Mergo will send your emails with the corresponding attachment to your recipients.
📊 This feature is available in our add-ons for Google Sheets, Docs, and Gmail.
In this article
Add attachments using Sheets
📊 This feature is available only in our Mergo add-ons for Google Sheets.
First, upload or store all relevant files (1) in a target folder in Google Drive (2). The folder is labeled “★PERSONALIZED ATTACHMENT★” in our example.
In your campaign sheet, list the corresponding filename for each email recipient under the Attachment column.
(In our example, we entered “ Automated Certificate 1” on the row for Denise Williams. When Mergo runs this campaign, the specified attachment will be included in Denise Williams’ email.)
☝ Remember: It is important to adhere to a consistent naming convention when entering attachment filenames. Decide if you're going to use:
- Complete filenames with or without file extensions (".pdf” in our example)
- In order to ensure including the correct attachment in your email, filenames should be entered exactly as it is written in the target folder's source file.
- Unique keyword or ID
- Use this method only if your filenames contain a unique keyword or identifier (e.g., A last name if there are no duplicates). This streamlines the process and saves time.
Note: If the target folder contains multiple files with the same filename (but different extensions - e.g., a file named “My Docs” but with “.pdf”, “.doc.”, “.xls” extensions), all 3 files will be attached to the recipient’s email.
For instances like this, it's best to include the extensions in the filenames.
💡 Tip: If you want to send the same attachment(s) to all recipients, you can simply add it directly in your Gmail draft.
To add multiple attachments for each recipient
Separate each filename with a comma and space.
In our example, the specified filenames are “ Automated Certificate 1, Automated Certificate 2”.
Here’s the email output of Mergo’s personalized multiple attachments feature:
Open Mergo > click the Mail Merge menu.
Click the More actions menu (1) > Add personalized attachments (2).
To select the target folder where your attachments are stored:
- Click Select.
- Choose the target folder (⚠️ do not double-click the target folder).
- Click the Select button.
Note: If you use the File Picker's search bar in locating your target folder (1), NEVER click any of the suggested folders matching the keyword you entered (2). These are all live links that will open the folder (which will not work properly with Mergo).
Instead, after typing a keyword in the search bar, either press Enter on your keyboard or click the Search button > click the target folder once (⚠️ do not double-click the target folder) > click the Select button.
Select the appropriate Attachment column > click SAVE.
On the Mail Merge page, you will now see the Personalized Attachment section updated with the:
- Folder Name - with the specified target folder of your attachments.
- Attachment Column - where the appropriate attachments are specified.
💡 Tip: Click the UPDATE button (3) if you need to change the Folder Name and/or Attachment Column.
Click the SEND EMAILS button to send your campaign with attachments.
And here’s the email output of Mergo’s personalized email attachment feature.
Note: The maximum attachment size is 25 MB per email.
Add attachments using Docs & Gmail
📊 This feature is only available in our Mergo add-on for Google Docs and Gmail.
First, upload or store all relevant files (1) in a target folder in Google Drive (2). The folder is labeled “★PERSONALIZED ATTACHMENT★” in our example.
Open Mergo > click the Mail Merge menu.
Click You need to select a data source to send personalized attachments!
Note: If you've already imported a Sheets/Excel containing your file names, this step won't be prompted. Proceed to Step 6.
Choose the relevant campaign sheet where your attachments are listed file (1) > click Select (2).
In your campaign sheet, list the corresponding filename for each email recipient under the Attachment column.
(In our example, we entered “ Automated Certificate 1” on the row for Denise Williams. When Mergo runs this campaign, the specified attachment will be included in Denise Williams’ email.)
☝ Remember: It is important to adhere to a consistent naming convention when entering attachment filenames. Decide if you're going to use:
- Complete filenames with or without file extensions (".pdf” in our example)
- In order to ensure including the correct attachment in your email, filenames should be entered exactly as it is written in the target folder's source file.
- Unique keyword or ID
- Use this method only if your filenames contain a unique keyword or identifier (e.g., A last name if there are no duplicates). This streamlines the process and saves time.
Note: If the target folder contains multiple files with the same filename (but different extensions - e.g., a file named “My Docs” but with “.pdf”, “.doc.”, “.xls” extensions), all 3 files will be attached to the recipient’s email.
For instances like this, it's best to include the extensions in the filenames.
💡 Tip: If you want to send the same attachment(s) to all recipients, you can simply add it directly in your Gmail draft.
To add multiple attachments for each recipient
Separate each filename with a comma and space.
In our example, the specified filenames are “ Automated Certificate 1, Automated Certificate 2”.
Here’s the email output of Mergo’s personalized multiple attachments feature:
Click the More actions menu (1) > Add personalized attachments (2).
To select the target folder where your attachments are stored:
- Click Select.
- Choose the target folder (* do not double-click the attachment folder).
- Click the Select button.
Select the appropriate Attachment column > click SAVE.
On the Mail Merge page, you will now see the Personalized Attachment section updated with the:
- Folder Name - with the specified target folder of your attachments.
- Attachment Column - where the appropriate attachments are specified.
💡 Info: Click the UPDATE button (3) if you need to change the Folder Name and/or Attachment Column.
Click the SEND EMAILS button to send your campaign with attachments.
And here’s the email output of Mergo’s personalized email attachment feature.
Note: The maximum attachment size is 25 MB per email.
Tip: Do you need help generating certificates quickly and easily?
We recommend using our document merge app Publigo. It automatically turns your Google Sheets data and Google Forms submissions into PDFs, Google files (Docs, Sheets Slides), or Microsoft Office files (Word, Excel, PowerPoint).
Just look at our sample certificate below generated using Publigo (and sent to recipients as an attachment using Mergo):
