Add Personalized Attachments

In this article, you will learn how to send personalized attachments using BetterMerge. This feature allows you to include unique files for each recipient directly from Google Sheets, improving email personalization and automation.

Set up a Google Sheet with a dedicated column for attachments:

• For a single attachment, create a column named “Attachment.”
• For multiple attachments, add columns labeled “Attachment 1,” “Attachment 2,” etc.

Ensure that the files you plan to attach are stored in Google Drive. Supported file formats include:

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

To allow recipients to access attachments:

1. Select the file in Google Drive.
2. Click the three-dot menu and choose “Share.”
3. In the sharing dialog, click “Share” again.

Modify sharing settings to ensure accessibility:

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

Paste the copied link into the “Attachment” column for each recipient. Leave the field blank for recipients who do not require an attachment.

To simplify sharing, you can share an entire folder:

1. Create a folder in Google Drive and move all required files inside.
2. Share the folder using the same steps.
3. All files within the folder will inherit the shared access.

Once all attachment links are added to Google Sheets:

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

Personalized attachments allow you to send unique files to each recipient, enhancing engagement and relevance.

You can attach Google Docs, Sheets, and Slides, as well as PDFs, Microsoft Word, Excel, and PowerPoint files. Google Drive files are automatically converted to Microsoft Office format.

Each attachment can be up to 5 MB. For larger files, consider providing a download link instead.

Yes, you can use the standard attachment feature. Learn more.

No, as long as the file’s sharing settings are set to “Anyone with the link.”

Yes, you can include multiple attachments by adding separate columns in Google Sheets (e.g., “Attachment 1,” “Attachment 2”).

If a recipient’s attachment field is blank, they will receive the email without an attachment.

BetterMerge does not track attachment downloads, but you can monitor access through Google Drive’s activity log.

Use “Anyone with the link” only when broad access is acceptable. For sensitive information, restrict access to specific recipients.

Personalized attachments enhance email relevance and efficiency. With BetterMerge, you can easily send tailored files, ensuring each recipient receives the correct documents. This feature is ideal for contracts, reports, or other customized materials, making email communication more effective.