Optipe MultiMail - How to Use

Learn how to set up and send personalized emails from Excel using Outlook. From preparing your list to advanced features like variable attachments, scheduling, and reusable setups. All local, secure, and without complicated macros.

Overview of the MultiMail Interface and Setup

This annotated screenshot shows the main windows of MultiMail: list selection, message editing, custom fields, Outlook signature, sending options (accounts, delay, common attachments), and more. Use the arrows and labels to guide you.

Complete visual guide to MultiMail interface with annotations: list selection, account setup, Outlook signature, delay delivery, attachments, and advanced options

Basic Steps to Get Started

Select the Recipients List
In the Optipe tab of Excel, select your sheet with emails and personalization fields (Name, City, etc.).
Define Sending and Reply Accounts
Choose which Outlook account sends the emails and where replies should go.
Add Files for All Messages
Attach common documents (instructions, logo, general PDF) that go to every recipient.
Delay Delivery of Messages
Schedule the exact sending time (even up to 30 days in advance).
Save Sending Definitions
Save the full configuration (message, fields, attachments) to reuse monthly for recurring sends.
Insert an Image in the Message Body
Add images (JPG/PNG) inline in the email body for logos or graphics.

Key Details by Sending Mode

Important technical features for each mode (to avoid common errors). For full details, video, and examples of each mode:

Personalized Notifications (Text only) Customize with fields like name, gender or pronouns ({He/She}). Hide rows to exclude recipients automatically. Mass CC/BCC (separated by semicolons). View full mode →	Individual Excel Sheets Send specific tabs Sheet name must match exactly a list field (e.g. "Santiago"). Missing sheet → email not sent. Repeat recipient if multiple sheets needed. View full mode →
Files and Documents Variable attachments File name must match exactly a field (e.g. "Santiago.pdf"). Attaches all files starting with that value. Use dedicated folder per send. Missing file → email not sent. Optional: common attachment for all. View full mode →	Filtered Data Tables Specific ranges Key column to filter ranges (e.g. "Branch"). Data must match exactly. Hide rows to exclude recipients. CC/BCC and common attachment available. View full mode →

Troubleshoot Email Delivery

I get warnings about a program accessing e-mail address information or sending e-mail on my behalf. See more.

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📋 User Testimonials

Sophie L., Business Consultant, Paris, France:

"Optipe is an essential tool for handling large data volumes in consulting; it reduces errors and speeds up analyses for my clients."

Betzabé G., Technical-Sales Manager, Caldas/MG, Brazil:

"I saw the features of the Multimail add-on and found them to be extremely useful, since I have to send personalized emails to many clients."

Eduardo A., Head of Human Resources, Talca, Chile:

"I send monthly fee and honoraria data to 500 contractors, something that used to take me a full day. With MultiMail I handle it in under 10 minutes. A huge change!"

Ana S. M., Data Manager, São Paulo, Brazil:

"Optipe has revolutionized my work with databases; now I process reports in minutes instead of hours. It's indispensable for any analyst!"

George K., New York, NY, USA:

"I spend more on any company meal than buying Optipe’s apps; they’ve paid for themselves in days or less. It’s incredible the time we save on data segmentation and email sending."

Pablo P. C., Editor and Entrepreneur in Ecotechnologies, Bariloche, Argentina:

"Optipe changed my life by allowing me to summarize tables into a single record to manage book shipments and sales, making pivot tables much easier to use."

John C., University Professor, Glasgow, Scotland:

"I manage data that I pull from a system into Excel, and I always have to clean it up first because it's riddled with extra spaces and blanks. Then I need to consolidate a bunch of those tables into a single file before I can run my analyses. With Data Tools Suite, I get it all done so quickly now—I can hardly believe it!"

Rogelio A. C., Specialist in Technological Innovation and IT Reengineering, Pachuca, Mexico:

"Optipe is the perfect solution for managing databases simply and efficiently, making complex processes easy and becoming an essential part of daily work."

Carlos R. L., Analista de Recursos Humanos, Asunción, Paraguay:

"MultiMail allows me to send payroll data and certificates to over 200 employees monthly with just a few clicks. It used to take a full day, now it's done in 10 minutes. Huge time saver!"

Sarah M., HR Specialist, Toronto, Canada:

"MultiMail is perfect for sending personalized reports and reminders to the entire team in bulk from Excel. It reduces errors and saves me hours every month on internal communications."

Sergio A. C., Excel MVP, Mexico:

"I use Optipe daily to efficiently manage databases, saving time on summaries and data normalization."

César I. C., Director of University Admissions, Talca, Chile:

"Optipe has become an indispensable tool in my work; the time savings are significant when grouping tables and extracting data compared to doing it manually."

Vanessa V., Database Specialist at Bank, San José, Costa Rica:

"Optipe makes it easy to remove blank cells, convert values, and present information in pivot tables quickly and safely; I couldn't perform my duties without it."

José Luis D., Data Analyst, Madrid, Spain:

"Every month and quarter, I have to extract and analyze data in Excel files, sometimes very large and with a high amount and complexity of calculations. Optipe is a great help because it reduces the time of all the calculations and my work. I recommend it to anyone who regularly handles files of all types, but especially those with large amounts of data."

Raj P., IT Analyst, Singapore, Singapore:

"Optipe optimizes my Excel workflow for IT projects; quick data normalization and summaries are a game-changer in Asia."

Jaime K., Independent Consultant, Lima, Peru:

"Optipe allows efficient and fast handling of tables, achieving spectacular results and saving time in database modeling for finance and risk."

Franz B., Data Engineer, Berlin, Germany:

"Optipe makes data cleaning and pivot table creation easy; it has greatly improved my productivity in engineering projects."

José A. C., Medical Director, Madrid, Spain:

"Every month I receive a large number of reports with medical records. Using Data Tools Suite, I can consolidate them into a single file in a matter of a minute, and together with Multimail, I can send the corresponding reports. Discovering and using it has meant a huge leap in productivity and safety for me and our entire department."

Gerardo F. D., Institutional Planning Analyst, Veracruz, Mexico:

"Optipe is an excellent tool for quickly managing databases and cleaning data, ensuring accurate reports; I highly recommend it."

Michael T., Financial Analyst, New York, United States:

"With Optipe, I clean and analyze complex data in Excel quickly, saving hours weekly on my financial reports. Highly recommended!"

Emma W., Marketing Coordinator, London, United Kingdom:

"With MultiMail, I send personalized campaigns to hundreds of clients from Excel in minutes, without complications or errors. It has transformed how I manage my newsletters and follow-ups."

Héctor O. R., Director of Administration and Operations, Santiago, Chile:

"Optipe has been incredibly useful for data analysis, saving time and being a powerful and easy-to-use tool; once you start using it, you can't abandon it. It literally changed my life."

Emily R., Chicago, IL, USA:

"I used to spend hours and hours every week preparing data for analysis, and now I do it in minutes with Data Tools Suite. It’s truly fantastic."

Gerardo F., Planning Analyst, Veracruz, Mexico:

"Data Tools Suite is a very good tool for quickly managing databases, as well as for cleaning out data clutter, which ensures the correct presentation of various reports and results in general. I highly recommend this OPTIPE tool."

Giulia R., Sales Manager, Rome, Italy:

"Using Optipe, I consolidate sales data from multiple files in seconds, allowing me to focus on strategies instead of manual tasks."

Boost Your Excel Today with OPTIPE!

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Optipe MultiMail How to Use: Complete Step-by-Step Guide to Send Personalized Emails with Attachments from Excel using Outlook

Overview of the MultiMail Interface and Setup

Basic Steps to Get Started

Key Details by Sending Mode

Troubleshoot Email Delivery

⚡ Boost Your Excel

📋 User Testimonials

🎯 Data Tools Suite + MultiMail

Boost Your Excel Today with OPTIPE!

Optipe MultiMail How to Use: Complete Step-by-Step Guide to Send Personalized Emails with Attachments from Excel using Outlook

Overview of the MultiMail Interface and Setup

Basic Steps to Get Started

Key Details by Sending Mode

Troubleshoot Email Delivery

⚡ Boost Your Excel

📋 User Testimonials

🎯 Data Tools Suite + MultiMail

Save 5+ hours per week in Excel

Ready to start?

Boost Your Excel Today with OPTIPE!