In this blog, I will try to cover how to get rid of Mail Merge by using the sampleExcel VBA code. We all know how to do the mail merge in MS Word. But today I will discuss on mail merge in Excel. The data in your spreadsheet and you want to send the mail to the multiple people at a time.
Open the source file for the mail merge, in excel, then Save it as a.xlsfile instead of a.xlsx Then go back into the Word document, remove the data source and replace it with the new file with the.xls extension. This will make mail merges not object to the Text Converter being absent, and the mail merge. At the step in the mail-merge process where you connect to your data file, after you locate the file you want to connect to, the Confirm Data Source dialog box opens. Click “Application via DDE (.???)”, and then click OK. In the Application dialog box, select the table/range that contains the information you want to merge, then click OK. Select Recipients List. Choose a data source for the mail merge. Insert Placeholders. Choose the field names (for example, column names, headers, and column headers) and position them in your document. Filter Recipients. Set rules as to which records will be retrieved from the data source. Preview Results. Merge columns: Drag a blue arrow up and out of the address bar. Add a new column: Click anywhere in the column address bar. Encode text: Click the Text Encoding pop-up menu and choose an option. Transpose rows and columns: To transpose, or switch, rows and columns in your table when you import, select “Transpose rows and columns.”.
For example, in your spreadsheet, you have data like Firstname, Lastname, Email-id, Date of Birth, and phone numbers. You have a long list like this. Now every day you need to check the date of birth and send the email to the associated person.
Now I can show you how to write a simple VBA code that will check the date of birth and then send the email using either email or from your outlook.
Let’s assume you have the sample the data like below in a sheet called “DataSheet”
It’s a simple data set of the employee. We need to check whose birth date is today and then you need to send an email.
Now I will show you how to write a simple that will check the birthday of the employees and sent them an email from your outlook or Gmail taking the email id from the sheet.
How to Automate Mail Merge through VBA in Microsoft Excel | VBA
- We will create a simple template for out later reference. I have added a new sheet and changed the name of the sheet as “Mail Merge”.
- Then I have created a simple template like below.
Excel Text Converter For Mail Merge Mac 2011
I have created this template in Excel using page layout. I have inserted a picture in the corner which is downloaded from the internet. In future, if you want to take the print out of the birthday boys it will work.
Now you need to write the code. Press Alt +F11 to go to VBA page. Then Click on insert and then click on Module.
After creating the new module copy the below code and then paste the below code in the module. We will catch the code one by one line later. This code is applicable when you are sending it from your Gmail id.
Excel Text Converter For Mail Merge Mac Outlook
Interesting posts on Excel VBA: Merge workbooks into single spreadsheet
Before pasting the code in the module, make sure that Microsoft CDO for windows 2000 library checkbox is on. To check the same just follow the below steps.
- Step 1: Click on Tools
- Step 2: Then go to References
- Step 3: Microsoft CDO for windows 2000 library
If this is not checked then please tick the box and then press OK.
Then you need to paste the below code in the module. Mail Merge through VBA in Microsoft Excel
[gdlr_core_code style=”dark” ]
[/gdlr_core_code]
You need to change the references as per your data. In my case date of birth is in D column and email id is present in G Column. And in the H column, I have checked where the date of birth is today or not. Mail Merge through VBA in Microsoft Excel
- Insert Symbol Dialog Box to Insert or Type degree symbol in Excel
Now go back to the Mail Merge sheet and then insert a shape. And then right-click on it and then click on assign macros and select the name the procedure you have pasted just now.
Now if you click on the shape then it will call your Sendmail procedure and it will send an email from your Gmail account. But before that, you need to give a valid user name and your Gmail password.
If your less secure app is off in your Gmail account then probably you will not able to deliver the email. So before hit the button go back to your Gmail account and set less secure app is on.
Create Mail Merge From Excel
Mail Merge Code for using in Outlook:
[gdlr_core_code style=”dark” ]
Excel Mail Merge Tutorial
[/gdlr_core_code]
This code will help you to send the email from outlook:
Excel Text Converter For Mail Merge Mac Pages
Download the files from Here.
Format Excel For Mail Merge
Further, let me know if you created a variant for this? Happy to discuss new ideas 🙂 Mail Merge through VBA in Microsoft Excel