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. Step Five: Performing the Mail Merge. Now to watch the magic happen. On the “Mailings” tab, click “Finish & Merge.” From the drop-down menu that appears, select “Edit Individual Documents.” The “Merge to New Document” window will appear. Select “All” and then click “OK.” Your list from Excel will now be merged into the. Microsoft Office (Excel, Word, Outlook) Email Merge This blog post is really about how to do an email merge using Microsoft Office on a Mac, so here are the steps and considerations. I'm using Gmail as an example, but you can do an email merge with any kind of email account, as long as it can be put into Outlook (Exchange, POP, IMAP, etc.). Launch the Pages Data Merge app and walk through the numbered steps. In the area marked with a 1, choose Selection of Numbers Table from the pop-up menu and click the Import button.
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.
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.
Excel Text Converter For Mail Merge Machine
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.
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.
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.
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
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.
Mail Merge Code for using in Outlook:
[gdlr_core_code style=”dark” ]
[/gdlr_core_code]
This code will help you to send the email from outlook:
Excel Mail Merge For Labels
Download the files from Here.
Mail Merge Excel To Excel
Further, let me know if you created a variant for this? Happy to discuss new ideas ? Mail Merge through VBA in Microsoft Excel