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#11
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Can you send a mail merge to a large group WITH an attachment?
The document that is referred to here is what will become the body of the
email message. It needs to be a formletter type mailmerge document that uses the same data source as the catalog or directory type mailmerge main document that is referred to elsewhere in the article. The document does not have to contain anything much, but it will need to have at least one merge field in it. A typical one might be Dear Name, Attached is the file. Yours, etc. When you execute that merge to a new document, that document will contain replicas of that "letter/message" for each recipient such as Dear Tom, Attached is the file. Yours, etc :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::: Dear Dick, Attached is the file. Yours, etc :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::: Dear Dick, Attached is the file. Yours, etc The double dotted lines above are intended to represent the Section Breaks that are inserted between each of the letters when the merge is executed. It is when that document is the active document that you run the macro. NOTE: You must do absolutely everything as it says in the article otherwise it will not work. I would suggest that you set up a dummy datasource containing a few records in which you have your own email address (or that of a co-worker or friend) as the email address for each record and go through the process using that data source (for both the catalog/directory and the formletter merge mentioned above) to check that everything is working correctly. If it is, then that addressee should receive as many emails as there are records in that dummy data source, to each of which should be attached the files that are listed in the catalog/directory mailmerge. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "DLS" wrote in message ... Doug thanks for your quick response. The bit I really don't understand is as follows: "Then execute to a new document the mail merge that you want to send out by email with the attachments and with the result of execution of that mail merge on the screen, run a macro containing the following code." I am not sure what one is supposed to be firstly executing and at what point one should be running the macro. I've tried many methods, but just not winning. I'm really not sure where I am going wrong. I really would be glad for your assistance and don't like giving up! Regards Heather "Doug Robbins - Word MVP" wrote: Take it one step at a time. I don't think that I could write in a simpler way than I have. Post back to the newsgroups if there are any parts that you really do not understand. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "DLS" wrote in message ... Hi, I've tried your link below, but it would appear this no longer works. However, I am in the same position as LMK@work and whilst got very excited to see an article to overcome this problem, I too found the article reading like "Greek". I am also a Microsoft Office Trainer so consequently found this to be very frustrating as I should be able to understand the instructions in the Article but can't. Sorry Doug. If there is anyone out there who understands this process fully and is able to publish step by step instructions, this would be fantastic, as I feel there are quite a few frustrated people out there. I also understand that Office 2007 doesn't resolve this problem. Many thanks in advance. Heather " wrote: Hi, Try our pdfMachine Word Mail Merge product. It could be what you are looking for. Its easy to send the merged document as a PDF and to attach extra PDF's. http://www.pdfmachine.com/et/pdfmachine_mail_merge.html |
#12
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Can you send a mail merge to a large group WITH an attachment?
I followed all the steps (spent the day working on it). Everything appeared
fine but when I went to do the final test and re-did all the steps- just in case- I end up with an error message and now I am absolutely lost. I created a directory type file containing the email addresses and file locations. I set up the macro as directed. I created a form mail (to be used as the main message in the body of the email message) which followed your model of Dear Name... I merged this and saw the letters with the page breaks as you demonstrated. I then applied the macro... and... well... that's when I get the message saying : "Can't execute code in break mode" What am I doing wrong? Thanks! Hen-loss "Doug Robbins - Word MVP" wrote: The document that is referred to here is what will become the body of the email message. It needs to be a formletter type mailmerge document that uses the same data source as the catalog or directory type mailmerge main document that is referred to elsewhere in the article. The document does not have to contain anything much, but it will need to have at least one merge field in it. A typical one might be Dear Name, Attached is the file. Yours, etc. When you execute that merge to a new document, that document will contain replicas of that "letter/message" for each recipient such as Dear Tom, Attached is the file. Yours, etc :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::: Dear Dick, Attached is the file. Yours, etc :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::: Dear Dick, Attached is the file. Yours, etc The double dotted lines above are intended to represent the Section Breaks that are inserted between each of the letters when the merge is executed. It is when that document is the active document that you run the macro. NOTE: You must do absolutely everything as it says in the article otherwise it will not work. I would suggest that you set up a dummy datasource containing a few records in which you have your own email address (or that of a co-worker or friend) as the email address for each record and go through the process using that data source (for both the catalog/directory and the formletter merge mentioned above) to check that everything is working correctly. If it is, then that addressee should receive as many emails as there are records in that dummy data source, to each of which should be attached the files that are listed in the catalog/directory mailmerge. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "DLS" wrote in message ... Doug thanks for your quick response. The bit I really don't understand is as follows: "Then execute to a new document the mail merge that you want to send out by email with the attachments and with the result of execution of that mail merge on the screen, run a macro containing the following code." I am not sure what one is supposed to be firstly executing and at what point one should be running the macro. I've tried many methods, but just not winning. I'm really not sure where I am going wrong. I really would be glad for your assistance and don't like giving up! Regards Heather "Doug Robbins - Word MVP" wrote: Take it one step at a time. I don't think that I could write in a simpler way than I have. Post back to the newsgroups if there are any parts that you really do not understand. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "DLS" wrote in message ... Hi, I've tried your link below, but it would appear this no longer works. However, I am in the same position as LMK@work and whilst got very excited to see an article to overcome this problem, I too found the article reading like "Greek". I am also a Microsoft Office Trainer so consequently found this to be very frustrating as I should be able to understand the instructions in the Article but can't. Sorry Doug. If there is anyone out there who understands this process fully and is able to publish step by step instructions, this would be fantastic, as I feel there are quite a few frustrated people out there. I also understand that Office 2007 doesn't resolve this problem. Many thanks in advance. Heather " wrote: Hi, Try our pdfMachine Word Mail Merge product. It could be what you are looking for. Its easy to send the merged document as a PDF and to attach extra PDF's. http://www.pdfmachine.com/et/pdfmachine_mail_merge.html |
#13
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Can you send a mail merge to a large group WITH an attachment?
It usually means that VB encountered an error in themacro you just ran.
Typically, if you are running the macro with the VB Editor open, you would see a highlighted line of code where the error occurred. If that's the case, you may obviously need to fix the error before proceeding, but otherwise try clicking the "Reset" button (small square like the stop button on a remote control) before running the next bit of code. Peter Jamieson "Hen-loss" wrote in message ... I followed all the steps (spent the day working on it). Everything appeared fine but when I went to do the final test and re-did all the steps- just in case- I end up with an error message and now I am absolutely lost. I created a directory type file containing the email addresses and file locations. I set up the macro as directed. I created a form mail (to be used as the main message in the body of the email message) which followed your model of Dear Name... I merged this and saw the letters with the page breaks as you demonstrated. I then applied the macro... and... well... that's when I get the message saying : "Can't execute code in break mode" What am I doing wrong? Thanks! Hen-loss "Doug Robbins - Word MVP" wrote: The document that is referred to here is what will become the body of the email message. It needs to be a formletter type mailmerge document that uses the same data source as the catalog or directory type mailmerge main document that is referred to elsewhere in the article. The document does not have to contain anything much, but it will need to have at least one merge field in it. A typical one might be Dear Name, Attached is the file. Yours, etc. When you execute that merge to a new document, that document will contain replicas of that "letter/message" for each recipient such as Dear Tom, Attached is the file. Yours, etc :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::: Dear Dick, Attached is the file. Yours, etc :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::: Dear Dick, Attached is the file. Yours, etc The double dotted lines above are intended to represent the Section Breaks that are inserted between each of the letters when the merge is executed. It is when that document is the active document that you run the macro. NOTE: You must do absolutely everything as it says in the article otherwise it will not work. I would suggest that you set up a dummy datasource containing a few records in which you have your own email address (or that of a co-worker or friend) as the email address for each record and go through the process using that data source (for both the catalog/directory and the formletter merge mentioned above) to check that everything is working correctly. If it is, then that addressee should receive as many emails as there are records in that dummy data source, to each of which should be attached the files that are listed in the catalog/directory mailmerge. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "DLS" wrote in message ... Doug thanks for your quick response. The bit I really don't understand is as follows: "Then execute to a new document the mail merge that you want to send out by email with the attachments and with the result of execution of that merge on the screen, run a macro containing the following code." I am not sure what one is supposed to be firstly executing and at what point one should be running the macro. I've tried many methods, but just not winning. I'm really not sure where I am going wrong. I really would be glad for your assistance and don't like giving up! Regards Heather "Doug Robbins - Word MVP" wrote: Take it one step at a time. I don't think that I could write in a simpler way than I have. Post back to the newsgroups if there are any parts that you really do not understand. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "DLS" wrote in message ... Hi, I've tried your link below, but it would appear this no longer works. However, I am in the same position as LMK@work and whilst got very excited to see an article to overcome this problem, I too found the article reading like "Greek". I am also a Microsoft Office Trainer so consequently found this to be very frustrating as I should be able to understand the instructions in the Article but can't. Sorry Doug. If there is anyone out there who understands this process fully and is able to publish step by step instructions, this would be fantastic, as I feel there are quite a few frustrated people out there. I also understand that Office 2007 doesn't resolve this problem. Many thanks in advance. Heather " wrote: Hi, Try our pdfMachine Word Mail Merge product. It could be what you are looking for. Its easy to send the merged document as a PDF and to attach extra PDF's. http://www.pdfmachine.com/et/pdfmachine_mail_merge.html |
#14
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Can you send a mail merge to a large group WITH an attachment?
DLS, I can feel your pain as I just spent a couple of hours reading a
two-paragraph HOWTO and feeling stupid. I believe it could be written in simpler words, along these lines: 1. Start with a fresh Word document. Go to Tools - Macro - Visual Basic Editor 2. In the Visual Basic Editor window, go to Tools - References and make sure that an item called "Microsoft Outlook 11.0 Object Library" is selected (ticked). Click OK and leave the VBE window open. 3. (optional) Install ExpressClickYes from http://www.contextmagic.com/express-clickyes/ if you have a lot of emails to send and can't afford to wait 5'' and click "Yes" once for every single email that will be sent. 4. Create a new Excel spreadsheet. + On the first column use "email" as the column header and enter all email addresses you wish to send messages to. + On the second column use "file" as the column header and enter the full path to the file that should be sent to the particular address. The full path should be of the form "C:\Documents and Settings\myusername\My Documents\report.doc" or "http://full.path.org/filename.xls" + Save the file as "Directory Source.xls" and close it. 5. Start a new Word document. Start the mail merge wizard. (I assume you know how to do plain mail merge - if not, please look for help in simpler articles and once you've mastered plain mail merge - without attachments - come back to this one). + For document type choose "Directory". + In the "recipients list" step, select the Excel file you just created, "Directory Source.xls" as your data source. + Create a 2x1 table in the Word document (basically a single row split in half). + Insert the merge field "email" in the first (left) cell of the table. + Insert the merge field "file" in the second (right) cell of the table. + Complete the mail merge wizard by selecting to merge "To new document..." and confirming you want all records to be merged. 6. The result is a new Word document, which has a table with all of the information you entered in the Excel spreadsheet "Directory Source.xls". + Save this file as Directory.doc and close it. 7. Open your Word document that you have setup for mail merge. This should have all merge fields that you want, a proper connection to a data source (usually an Excel spreadsheet or a SQL database), the text that ties it all together, etc. This is a working mail merge document, to which we will append the attachments functionality. + Start the mail merge wizard, selecting Document Type: "Letters" + For recipients list, use whatever data source you had setup before worrying about attachments. This data source should have all information necessary to fill in the merge fields of your Word file, but no attachment information. + At the final step of the Wizard choose "Edit Individual Letters". This will create a NEW document (yes, another one!) with all of your merged messages one after the other. 8. With this document active (open & in the foreground), copy the Visual Basic code from Doug's page (http://word.mvps.org/faqs/mailmerge/...ttachments.htm) into a new macro in the Visual Basic Editor you had open from step 1. Make sure that Doug's code is the only thing in that window, no other comments, functions or anything are required. 9. Save the macro and then run it through the Word menu Tools - Macro - Macros 10. If you've done everything right, you should get a pop-up asking you for a filename. Point it to the Word document you created and called "Directory.doc" (the one with the big table of emails and file paths) 11. Activate ExpressClickYes of you want it to automatically approve all outgoing emails. 12. You get another popup for the subject. Just type the subject your emails should have. 13. Enjoy! I've used this with Office 2003 and it works very well. Only limitation I see is that emails get sent in plain text format, but I'm sure there is a way around this. If someone knows how, I'd love to hear. Hope this helps some people get less stuck... -A |
#15
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Can you send a mail merge to a large group WITH an attachment?
Alexandros
I like the break down of the instructions you provided for this problem. I however am working with MS Office 07 and the steps don't work the same. Can you tell me how to do this in 07? "LMK@work" wrote: I want to do a mail merge with 400+ recipients. Is it possible to attach a PDF file? |
#16
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Can you send a mail merge to a large group WITH an attachment?
See the article "Mail Merge to E-mail with Attachments" at
http://word.mvps.org/FAQs/MailMerge/...ttachments.htm That method works in Word 2007 -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Wendy" wrote in message ... Alexandros I like the break down of the instructions you provided for this problem. I however am working with MS Office 07 and the steps don't work the same. Can you tell me how to do this in 07? "LMK@work" wrote: I want to do a mail merge with 400+ recipients. Is it possible to attach a PDF file? |
#17
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Can you send a mail merge to a large group WITH an attachment?
Hello Alexandros.
Do you think these instructions would work with an Access database rather than Excel? We have one set up and need to attach 3 docs to the main email. I am willing to give it a go if you think it will work. "alexandros.papadopoulos" wrote: DLS, I can feel your pain as I just spent a couple of hours reading a two-paragraph HOWTO and feeling stupid. I believe it could be written in simpler words, along these lines: 1. Start with a fresh Word document. Go to Tools - Macro - Visual Basic Editor 2. In the Visual Basic Editor window, go to Tools - References and make sure that an item called "Microsoft Outlook 11.0 Object Library" is selected (ticked). Click OK and leave the VBE window open. 3. (optional) Install ExpressClickYes from http://www.contextmagic.com/express-clickyes/ if you have a lot of emails to send and can't afford to wait 5'' and click "Yes" once for every single email that will be sent. 4. Create a new Excel spreadsheet. + On the first column use "email" as the column header and enter all email addresses you wish to send messages to. + On the second column use "file" as the column header and enter the full path to the file that should be sent to the particular address. The full path should be of the form "C:\Documents and Settings\myusername\My Documents\report.doc" or "http://full.path.org/filename.xls" + Save the file as "Directory Source.xls" and close it. 5. Start a new Word document. Start the mail merge wizard. (I assume you know how to do plain mail merge - if not, please look for help in simpler articles and once you've mastered plain mail merge - without attachments - come back to this one). + For document type choose "Directory". + In the "recipients list" step, select the Excel file you just created, "Directory Source.xls" as your data source. + Create a 2x1 table in the Word document (basically a single row split in half). + Insert the merge field "email" in the first (left) cell of the table. + Insert the merge field "file" in the second (right) cell of the table. + Complete the mail merge wizard by selecting to merge "To new document..." and confirming you want all records to be merged. 6. The result is a new Word document, which has a table with all of the information you entered in the Excel spreadsheet "Directory Source.xls". + Save this file as Directory.doc and close it. 7. Open your Word document that you have setup for mail merge. This should have all merge fields that you want, a proper connection to a data source (usually an Excel spreadsheet or a SQL database), the text that ties it all together, etc. This is a working mail merge document, to which we will append the attachments functionality. + Start the mail merge wizard, selecting Document Type: "Letters" + For recipients list, use whatever data source you had setup before worrying about attachments. This data source should have all information necessary to fill in the merge fields of your Word file, but no attachment information. + At the final step of the Wizard choose "Edit Individual Letters". This will create a NEW document (yes, another one!) with all of your merged messages one after the other. 8. With this document active (open & in the foreground), copy the Visual Basic code from Doug's page (http://word.mvps.org/faqs/mailmerge/...ttachments.htm) into a new macro in the Visual Basic Editor you had open from step 1. Make sure that Doug's code is the only thing in that window, no other comments, functions or anything are required. 9. Save the macro and then run it through the Word menu Tools - Macro - Macros 10. If you've done everything right, you should get a pop-up asking you for a filename. Point it to the Word document you created and called "Directory.doc" (the one with the big table of emails and file paths) 11. Activate ExpressClickYes of you want it to automatically approve all outgoing emails. 12. You get another popup for the subject. Just type the subject your emails should have. 13. Enjoy! I've used this with Office 2003 and it works very well. Only limitation I see is that emails get sent in plain text format, but I'm sure there is a way around this. If someone knows how, I'd love to hear. Hope this helps some people get less stuck... -A |
#18
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Can you send a mail merge to a large group WITH an attachment?
The method in the article Mail merge to email with attachments at:
http://word.mvps.org/FAQs/MailMerge/...ttachments.htm will work with any data source. BTW, Alexandros omitted to say that first you have to turn on the computer and start Word. G, D & R -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "sgacek" wrote in message ... Hello Alexandros. Do you think these instructions would work with an Access database rather than Excel? We have one set up and need to attach 3 docs to the main email. I am willing to give it a go if you think it will work. "alexandros.papadopoulos" wrote: DLS, I can feel your pain as I just spent a couple of hours reading a two-paragraph HOWTO and feeling stupid. I believe it could be written in simpler words, along these lines: 1. Start with a fresh Word document. Go to Tools - Macro - Visual Basic Editor 2. In the Visual Basic Editor window, go to Tools - References and make sure that an item called "Microsoft Outlook 11.0 Object Library" is selected (ticked). Click OK and leave the VBE window open. 3. (optional) Install ExpressClickYes from http://www.contextmagic.com/express-clickyes/ if you have a lot of emails to send and can't afford to wait 5'' and click "Yes" once for every single that will be sent. 4. Create a new Excel spreadsheet. + On the first column use "email" as the column header and enter all email addresses you wish to send messages to. + On the second column use "file" as the column header and enter the full path to the file that should be sent to the particular address. The full path should be of the form "C:\Documents and Settings\myusername\My Documents\report.doc" or "http://full.path.org/filename.xls" + Save the file as "Directory Source.xls" and close it. 5. Start a new Word document. Start the mail merge wizard. (I assume you know how to do plain mail merge - if not, please look for help in simpler articles and once you've mastered plain mail merge - without attachments - come back to this one). + For document type choose "Directory". + In the "recipients list" step, select the Excel file you just created, "Directory Source.xls" as your data source. + Create a 2x1 table in the Word document (basically a single row split in half). + Insert the merge field "email" in the first (left) cell of the table. + Insert the merge field "file" in the second (right) cell of the table. + Complete the mail merge wizard by selecting to merge "To new document..." and confirming you want all records to be merged. 6. The result is a new Word document, which has a table with all of the information you entered in the Excel spreadsheet "Directory Source.xls". + Save this file as Directory.doc and close it. 7. Open your Word document that you have setup for mail merge. This should have all merge fields that you want, a proper connection to a data source (usually an Excel spreadsheet or a SQL database), the text that ties it all together, etc. This is a working mail merge document, to which we will append the attachments functionality. + Start the mail merge wizard, selecting Document Type: "Letters" + For recipients list, use whatever data source you had setup before worrying about attachments. This data source should have all information necessary to fill in the merge fields of your Word file, but no attachment information. + At the final step of the Wizard choose "Edit Individual Letters". This will create a NEW document (yes, another one!) with all of your merged messages one after the other. 8. With this document active (open & in the foreground), copy the Visual Basic code from Doug's page (http://word.mvps.org/faqs/mailmerge/...ttachments.htm) into a new macro in the Visual Basic Editor you had open from step 1. Make sure that Doug's code is the only thing in that window, no other comments, functions or anything are required. 9. Save the macro and then run it through the Word menu Tools - Macro - Macros 10. If you've done everything right, you should get a pop-up asking you for a filename. Point it to the Word document you created and called "Directory.doc" (the one with the big table of emails and file paths) 11. Activate ExpressClickYes of you want it to automatically approve all outgoing emails. 12. You get another popup for the subject. Just type the subject your emails should have. 13. Enjoy! I've used this with Office 2003 and it works very well. Only limitation I see is that emails get sent in plain text format, but I'm sure there is a way around this. If someone knows how, I'd love to hear. Hope this helps some people get less stuck... -A |
#19
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Can you send a mail merge to a large group WITH an attachment?
"Doug Robbins - Word MVP" wrote: See the article "Mail Merge to E-mail with Attachments" at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm That method works in Word 2007 -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Wendy" wrote in message ... Alexandros I like the break down of the instructions you provided for this problem. I however am working with MS Office 07 and the steps don't work the same. Can you tell me how to do this in 07? "LMK@work" wrote: I want to do a mail merge with 400+ recipients. Is it possible to attach a PDF file? |
#20
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Can you send a mail merge to a large group WITH an attachment?
I have followed all the instructions, have a directory file called Directory
Source.xls and Directory.doc and have started a new Word document with the VBA (MS 2007) developer area open. I have got to the stage of having a Word file open with my mail merged letters and on MS 2007 toolbar have created a macro , copying the code given Doug Robbin's file. When I run the macro I get the window, in which I link in Directory.doc and I get a pop up window asking me for subject of emails - almost there - then I get a pop up window saying 0 emails sent. Where am I going wrong? as I seem to be right at the very end? I have checked email addresses (actually I managed to send emails with no attachments yesterday - but today no emails at all. ) Any help appreciated. "Doug Robbins - Word MVP" wrote: See the article "Mail Merge to E-mail with Attachments" at http://word.mvps.org/FAQs/MailMerge/...ttachments.htm That method works in Word 2007 -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Wendy" wrote in message ... Alexandros I like the break down of the instructions you provided for this problem. I however am working with MS Office 07 and the steps don't work the same. Can you tell me how to do this in 07? "LMK@work" wrote: I want to do a mail merge with 400+ recipients. Is it possible to attach a PDF file? |
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