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Automating emails and content from excel via outlook

  1. #1
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    Automating emails and content from excel via outlook

    Hello! I haven't posted for a long time, last time I was quite overwhelmed by the help received so here's hoping for something similar!

    I have a large database of current prospects, I would like to send them emails by the click of a link from excel that would then send or open an email in Outlook.

    I would like the body of the email to pull data, i.e. first name, company name and country.

    Does this make sense?

    Thank you so much, Tom

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    Re: Automating emails and content from excel via outlook

    Hi Tom,

    I have a few questions before I present you with a solution:
    • How are the variables presented on your spreadsheet (i.e first name, company name, and country)?
    • Will there be any attachments with the e-mail being sent to your clients?
    • What would you like the subject to be? (i.e Product/Company Name - Date)
    • Do you want to pre-fill the body of your text using certain variables from the spreadsheet?
    • Will you be sending CC or BCC to a specific person(s)?
    • Do you have a column containing the list of e-mails for your clients?
    • Would you like to review the e-mail before mailing, or would you like it to send it automatically?
    Draconi

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    Re: Automating emails and content from excel via outlook

    Hello Draconi, I was desperate to reply but I had to activate my account which I only just managed, apologies. I would really appreciate your help.

    I have a few questions before I present you with a solution:

    How are the variables presented on your spreadsheet (i.e first name, company name, and country)? Yes exactly like that

    Will there be any attachments with the e-mail being sent to your clients? No

    What would you like the subject to be? (i.e Product/Company Name - Date) Company Name and then some text i.e. Company Name &" Offer"

    Do you want to pre-fill the body of your text using certain variables from the spreadsheet? Yes, i.e. Hello "first names" from "Company name" in "country".

    Will you be sending CC or BCC to a specific person(s)? No

    Do you have a column containing the list of e-mails for your clients? Yes, each client is in a row, Company name, First Name, Country, Email address. It's my client database.

    Would you like to review the e-mail before mailing, or would you like it to send it automatically? No - please just send.

    Looking forward to getting this sorted and again apologies for the delayed response.

    Tom

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    Re: Automating emails and content from excel via outlook

    Hello Tom,

    Here is a solution based on your request. Please bear in mind that a few assumptions have been made in writing your code. Any alterations in the following will cause the code not to function correctly:

    1) Columns are in the following order starting in Row 1:
    1. Company
    2. First Name
    3. Email Address
    4. Country
    5. Product
    6. Offer
    7. Valid Date

    2) The worksheet containing your data must be called "Clients"

    Please Login or Register  to view this content.

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    Re: Automating emails and content from excel via outlook

    Clients.xlsxHi Draconi, thank for your reply. I am a little lost though. I created the spreadsheet as best I could and copied the code. I have not used code before though so I hope I did this correctly.

    How will this work in terms of sending the emails?

    What I would like is the option to be selective with who and when I send emails. I use the spreadsheet as a call list and for instance if I cannot reach someone I would like a button or link assigned the their row to send a specific email. Does that make sense?

    Attached is my spreadsheet.

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