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.

1

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.

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: The filenames should be entered exactly as it is written in the source file (with or without the file extension - “.pdf” in our example). No file will be attached if the filename has missing or extra spaces and/or characters (including typographical errors).

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 better 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:

3

Open Mergo > click the Mail Merge menu.

4

Click the More actions menu (1) > Add personalized attachments (2).

5

To select the target folder where your attachments are stored:

  1. Click Select.
  2. Choose the target folder.
  3. Click the Select button.

6

Select the appropriate Attachment column > click SAVE.

7

On the Mail Merge page, you will now see the Personalized Attachment section updated with the:

  1. Folder Name - with the specified target folder of your attachments.
  2. 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.

8

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.

1

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.

2

Open Mergo > click the Mail Merge menu. 

3

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.

4

Choose the relevant campaign sheet where your attachments are listed file (1) > click Select (2).

5

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: The filenames should be entered exactly as it is written in the source file (with or without the file extension - “.pdf” in our example). No file will be attached if the filename has missing or extra spaces and/or characters (including typographical errors).

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 better 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:

6

Click the More actions menu (1) > Add personalized attachments (2).

7

To select the target folder where your attachments are stored:

  1. Click Select.
  2. Choose the target folder.
  3. Click the Select button.

8

Select the appropriate Attachment column > click SAVE.

9

On the Mail Merge page, you will now see the Personalized Attachment section updated with the:

  1. Folder Name - with the specified target folder of your attachments.
  2. 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.

10

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.