Optipe MultiMail - How to Use

Learn how to configure and send personalized emails directly from Excel using Outlook. From preparing your recipient list to advanced features such as dynamic attachments, scheduling and reusable configurations. Everything runs locally, securely, and without complex macros.

Overview of the interface and configuration

This annotated screenshot highlights the key areas of MultiMail: list selection, message editor, dynamic fields, Outlook signature, sending options (accounts, delay, common attachments), and more. Use the visual guides to understand how everything connects.

Complete MultiMail interface overview showing sending configuration, fields, attachments and options

Basic setup steps

📄 Recipient list
Select your Excel sheet with emails and data fields.

📧 Sending account
Choose which Outlook account will send the emails.

↩️ Reply-to address
Define where recipients should send their replies.

📎 Common attachments
Add files that will be sent to all recipients.

⏱ Delivery delay
Schedule exactly when your emails will be sent.

💾 Save configuration
Reuse your setup for recurring processes.

🖼 Inline images
Insert images directly inside the email body.

✅ Pre-send validation
If data or files are missing, the email is not sent.

Key behavior by sending mode

Each mode defines how data is processed and sent. Click on any mode to see examples and full details:

1. Personalized Notifications Dynamic fields personalize each message. Supports CC and BCC multiple recipients. Hidden rows are excluded from sending. View mode →	2. Excel Sheets Sheet name must match exactly. Only one sheet is sent per email. Recipients can repeat with different sheets. View mode →
3. Files and Documents Exact filename matching. Multiple files per prefix supported. Uses dedicated folder per send. View mode →	4. Filtered Data Tables Filters data using a key column. Inserts results directly into email body. Hidden rows are excluded. View mode →
5. Multiple Documents Links two data sources using a common field. Groups multiple records per recipient automatically. Attaches multiple documents associated with each recipient. Optional: insert a summary table inside the email. View mode →

Troubleshoot Email Delivery

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

If an Office application isn’t working properly, sometimes restarting it will fix the problem. If that doesn’t work, you can try repairing it. When you’re done, you might need to restart your computer. See more.