How to Add Personalized Attachments

Introduction

Personalizing email content significantly enhances engagement, but adding personalized attachments takes it to the next level. With BetterMerge (formerly Mailway Mail Merge), you can send unique files to each recipient directly from Google Sheets, allowing you to automate and streamline your outreach efforts. This guide will show you how to set up and send personalized attachments through BetterMerge, ensuring that each recipient receives the specific files intended for them.

Step 1: Prepare Your Google Sheets

Begin by setting up your Google Sheet. You’ll need to add a dedicated column for attachments:

• For a single personalized attachment, create a column named “Attachment.”
• For multiple attachments, add columns labeled “Attachment 1,” “Attachment 2,” and so on, according to your needs.

Step 2: Organize Files in Google Drive

Next, ensure that the files you intend to attach are stored in Google Drive. BetterMerge supports a variety of file formats, including:

• Google Docs, Google Sheets, Google Slides
• PDF, MS Word, MS Excel, MS PowerPoint files

Note

Google Docs, Google Sheets & Google Slides files will be automatically converted to the corresponding MS Office format when sent as attachments.

Step 3: Share Files in Google Drive

To allow recipients to access the attachments, follow these steps:

1. In Google Drive, select the file you want to send.
2. Click on the three-dot menu (more options) and choose “Share”.
3. In the sharing dialog that appears, click “Share” again.

Step 4: Adjust Sharing Settings

To ensure that recipients can access the attachments, change the sharing settings:

1. Set “General Access” to “Anyone with the link”.
2. Click on “Copy link” to copy the file’s shareable link.
3. Click “Done” to close the dialog.

Step 5: Paste Links in Google Sheets

Return to your Google Sheet and paste the copied link into the “Attachment” column for the corresponding recipient. Repeat this process for each recipient. If a recipient should not receive an attachment, leave their attachment column blank.

Step 6: Simplify the Process by Sharing a Folder

To streamline the process, you can share an entire folder in Google Drive:

1. Create a folder in Google Drive and move all required files into this folder.
2. Share the folder by following the same steps as before.
3. All files within the shared folder will automatically be public, indicated by a shared icon next to each file.

This method allows you to quickly copy links from multiple files without adjusting individual sharing settings.

Step 7: Finalize and Send Your Campaign

Once all attachment links are entered in Google Sheets, your email list is ready. To create a new campaign in BetterMerge:

1. Create a new campaign.
2. In the “Recipients” section, enable the “Personalized Attachments” toggle switch.
3. Complete the campaign setup, and BetterMerge will handle the rest.

Conclusion

Adding personalized attachments to your emails using BetterMerge (formerly Mailway Mail Merge) is a powerful way to enhance the relevance and impact of your communications. By following this guide, you can easily set up and manage attachments, ensuring each recipient receives the exact files they need. Whether you’re sending contracts, proposals, or personalized documents, BetterMerge simplifies the process, making your email campaigns more effective and personalized.

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Frequently Asked Questions

Why use personalized attachments ?

Personalized attachments allow you to send unique files to each recipient, increasing the relevance and effectiveness of your email campaigns.

Which file types are allowed?

You can attach Google Docs, Google Sheets, Google Slides, PDF, MS Word, MS Excel, and MS PowerPoint files. Google Docs, Sheets & Slides files will be converted to the corresponding MS Office format.

What is the maximum file size for attachments?

The maximum file size for individual attachments is 5 MB. For larger files, consider adding the links to your email instead of attaching the file.

Can I add the same attachment to all recipients?

Yes, if you want to send the same attachment to all recipients, use the regular attachment feature. Follow this guide.

Do recipients need permission to view the attachments?

No, as long as you set the sharing settings to “Anyone with the link” in Google Drive, recipients will be able to access the attachments without needing additional permissions.

Can I attach multiple files to a single email?

Yes, you can attach multiple files by adding multiple columns in Google Sheets labeled “Attachment 1,” “Attachment 2,” and so on.

What happens if I leave the attachment field blank for a recipient?

If the attachment field is left blank, that recipient will receive the email without an attachment.

Is there a way to track if recipients have opened or downloaded the attachment?

BetterMerge (formerly Mailway Mail Merge) does not track attachment downloads. However, you can use third-party tools or Google Drive’s activity tracker for more detailed tracking.

How do I ensure file security while using personalized attachments?

To maintain file security, avoid sharing sensitive information unless necessary and ensure that files are shared only with “Anyone with the link” when broad access is acceptable.