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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.

Adding a single column for one personalized attachment in Google Sheets Adding multiple columns for more than one personalized attachments in Google Sheets

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

Storing files in Google Drive

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.

Opening the share dialog in Google Drive

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.

Adjusting sharing settings in Google Drive Copying the link

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.

Pasting the link in Google Sheets

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.

Sharing a folder in Google Drive Indicating shared files

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.

Enabling personalized attachments in BetterMerge

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.


BetterMerge.com (formerly mailway.in) is an independent product and is not affiliated with or endorsed by Google LLC. Gmail, Google Sheets, Google Workspace Marketplace and the Google Workspace Marketplace logo are trademarks of Google LLC.