How to Add CC, BCC, and Shared Accounts to Word Mail Merge
Question details
The user wants to know how to include CC and BCC recipients, attach files, and send emails from a shared account when performing a Mail Merge in Microsoft Word.
- Product
- Microsoft Word
- Device & OS
- not provided
- Scenario
- Sending bulk emails from an Excel data list using Microsoft Word's Mail Merge feature, while needing to route copies to secondary addresses or use a delegated mailbox.
- Observed behavior
- The native Word Mail Merge interface does not provide input fields for CC or BCC, does not support individual email attachments, and lacks the option to select a specific sending or delegated account.
Ensure you have administrator privileges to install third-party add-ins, as Microsoft Word requires external plugins to process advanced email routing fields.
Use a Third-Party Mail Merge Add-in
Since Microsoft Word does not natively support advanced email fields, installing a reputable add-in like Merge Tools is the recommended way to enable CC, BCC, attachments, and shared account sending.
Standard Word Mail Merge handles basic bulk mailing but falls short for complex campaigns. By integrating a dedicated add-in, you bypass native limitations, allowing you to merge documents into Word or PDF, append individual attachments, and delegate sending to a shared account.
Navigate to a trusted developer's site (such as mergetoolsaddin.com) and download the appropriate add-in package that supports CC, BCC, and many-to-one merges.
Extract the downloaded files and place the template into your Word Startup folder as directed by the instructions. Restart Microsoft Word to activate the new Add-in tab in the ribbon.
Open your Excel list and ensure you have dedicated columns titled 'CC' and 'BCC' populated with the respective email addresses for your recipients.
Click the new Merge Tools tab in Word. Follow the prompts to map your CC, BCC, and Attachment columns. Finally, use the add-in's sending options to select your primary or delegated shared account before executing the merge.
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Frequently Asked Questions
Can I send individual attachments using native Word Mail Merge?
No, standard Microsoft Word Mail Merge does not support attaching individual files to emails. You must use a third-party add-in or a custom VBA macro to include attachments for specific recipients.
How do I change the sending account for a standard mail merge?
By default, Word routes mail merges through the default account set in Microsoft Outlook. To use a different account natively, you must change your default sending account in Outlook's Account Settings before running the merge.
Does Word Mail Merge allow saving output as individual PDFs?
Natively, Word outputs a single continuous document containing all merged pages. To generate separate PDF files for each recipient, you will need to utilize specialized mail merge add-ins or PDF splitting software.
