I have an excel sheet with all the details required and my requirement is to email customized birthday cards to staffs. I want the picture to be inserted in the outlook mail body rather than add as an attachment. The email should go on the birthday dates at the specified time.
I have the solution to send the individual cards as attachment following the tutorial in this link:
I have the solution to send the individual cards as attachment following the tutorial in this link:
Can somebody please edit the code for me to insert the attachment (picture) in the mail body ?
| Name | DOB | To | Subject | DeliveryTime | Account | Attachment |
| Cady Samer Basiouny Mohamed Elsayed Eldamaty | 1-Jun | cady@abc.com | Happy Birthday Cady Samer Basiouny Mohamed Elsayed Eldamaty ! | 01/06/2023 09:00 | birthdaywish@uas.com | C:\Users\pictures\Birthday\Birthday eCard-01.png |
VBA Code:
Sub EnhancedMailMergeToEmail()
' Macro created by Imnoss Ltd
' Please share freely while retaining attribution
' Last Updated 2022-09-22
' Please make sure you copy all the text in this code snippit box, including the function "StripToLcaseLetters" below this sub.
' declare variables
Dim outlookApp As Object 'Outlook.Application
Dim outlookMail As Object 'Outlook.MailItem
Dim outlookAccount As Object 'Outlook.Account
Dim mm As MailMerge
Dim df As MailMergeDataField
Dim singleDoc As Document
Dim lastRecordNum As Long
Dim sendFlag As Boolean
Dim inputDate As Date
Dim toString As String
Dim ccString As String
Dim bccString As String
Dim subjectString As String
Dim errorString As String
Dim contOnError As Boolean
Dim fso As Object
' identify the mail merge of the active document
Set mm = ActiveDocument.MailMerge
' check for the mail merge state being that of a mail merge ready To go
If mm.State <> wdMainAndDataSource Then
If MsgBox("Mailmerge not set up for active document - cannot perform mailmerge. Macro will exit." & _
vbLf & vbLf & "Please click the Edit Recipient List button To confirm that mail merge is correctly setup for this document." _
, vbOKOnly + vbCritical, "Error") = vbOK Then Exit Sub
End If
' Give the user an opportunity To abort, and also the option To save the emails in drafts, or send immediately
Select Case MsgBox("MailMerge To email has found " & mm.DataSource.RecordCount & " records." & vbLf & vbLf & _
"Macro will ignore records that have been unchecked in the 'Edit Recipients' dialog box." & vbLf & vbLf & _
"Click 'Yes' To send the emails immediately, 'No' To save the emails in draft, and 'Cancel' To abort.", _
vbYesNoCancel + vbDefaultButton2 + vbQuestion, "Send Emails")
Case vbCancel
Exit Sub
Case vbYes
sendFlag = True
Case Else
sendFlag = False
End Select
ActiveDocument.Content.Characters(1).Select
' set outlookApp which is used To control outlook To send an email
' use late binding so that if the reference is not added there is not an error
Set outlookApp = CreateObject("Outlook.Application")
' go To the last record and record the record number
' if records are unchecked then the last record may not equal the record count
mm.DataSource.ActiveRecord = wdLastRecord
lastRecordNum = mm.DataSource.ActiveRecord
mm.DataSource.ActiveRecord = wdFirstRecord
' loop through all the records
Do While lastRecordNum > 0
' set fields To be populated for each email
errorString = ""
toString = ""
ccString = ""
bccString = ""
subjectString = ""
' use mailmerge To create a new document for one record (defined by mm.DataSource.ActiveRecord)
mm.Destination = wdSendToNewDocument
mm.DataSource.FirstRecord = mm.DataSource.ActiveRecord
mm.DataSource.LastRecord = mm.DataSource.ActiveRecord
mm.Execute Pause:=False
' save the generated doc as a html file in the temp directory
Set singleDoc = ActiveDocument
' extract the "MailEnvelope" from the word doc, which is an outlook email containing the contents of the doc
Set outlookMail = singleDoc.MailEnvelope.Item
' run through all the fields in the mail merge data, when an email field is identified add the data To the appropriate field
For Each df In mm.DataSource.DataFields
' first check for the field being populated for the active record (row), only check if there is data provided
If Trim(df.Value) <> "" Then
' try matching the field name To accepted field names
Select Case StripToLcaseLetters(df.Name)
Case "to"
' add in the To address or addresses as they are presented in the data, if multiple To fields are present they will all be added, separated by a semicolon
If InStr(1, df.Value, "@", vbBinaryCompare) > 0 Then
toString = toString & ";" & df.Value
Else
errorString = errorString & vbCrLf & "Invalid email address in To field: " & df.Value
End If
Case "cc"
' add in the CC address or addresses as they are presented in the data, if multiple CC fields are present they will all be added, separated by a semicolon
If InStr(1, df.Value, "@", vbBinaryCompare) > 0 Then
ccString = ccString & ";" & df.Value
Else
errorString = errorString & vbCrLf & "Invalid email address in CC field: " & df.Value
End If
Case "bcc"
' add in the bcc address or addresses as they are presented in the data, if multiple BCC fields are present they will all be added, separated by a semicolon
If InStr(1, df.Value, "@", vbBinaryCompare) > 0 Then
bccString = bccString & ";" & df.Value
Else
errorString = errorString & vbCrLf & "Invalid email address in BCC field: " & df.Value
End If
Case "subject"
' add in the subject as it is presented in the data
If subjectString = "" Then
subjectString = df.Value
Else
errorString = "Second subject field found containing: " & df.Value
End If
Case "importance"
' change the importance, accepted input values are "high", "normal", and "low" (not case sensitive)
' if field is not provided, or an incorrect input value is provided, then the default is used
' default is typically "Normal", but may have been changed in Outlook Options.
Select Case StripToLcaseLetters(df.Value)
Case ""
' leave as default
Case "low", "l"
outlookMail.Importance = 0 'olImportanceLow
Case "normal", "n"
outlookMail.Importance = 1 'olImportanceNormal
Case "high", "h"
outlookMail.Importance = 2 'olImportanceHigh
Case Else
errorString = errorString & vbCrLf & "Importance value not recognised: " & df.Value
End Select
Case "sensitivity"
' change the sensitivity, accepted input values are "confidential", "personal", "private", or "normal" (not case sensitive)
' if field is not provided, or an incorrect input value is provided, then the default is used
' default is typically "Normal", but may have been changed in Outlook Options.
Select Case StripToLcaseLetters(df.Value)
Case ""
' leave as default
Case "normal"
outlookMail.Sensitivity = 0 'olNormal
Case "personal"
outlookMail.Sensitivity = 1 'olPersonal
Case "private"
outlookMail.Sensitivity = 2 'olPrivate
Case "confidential"
outlookMail.Sensitivity = 3 'olConfidential
Case Else
errorString = errorString & vbCrLf & "Sensitivity value not recognised: " & df.Value
End Select
Case "readreceipt"
' request or do not request a read receipt
' if the field contains a boolean TRUE, or any form of "true"/"yes"/"y" (case insensitive) then request a read receipt
' if the field contains a boolean FALSE, or any form of "false"/"no"/"n" (case insensitive) then do not request a read receipt
' if field is not provided, or an incorrect input value is provided, then the default is used
' default is typically To not request a read receipt, but may have been changed in Outlook Options.
Select Case StripToLcaseLetters(df.Value)
Case ""
' leave as default
Case "true", "yes", "y"
outlookMail.ReadReceiptRequested = True
Case "false", "no", "n"
outlookMail.ReadReceiptRequested = False
Case Else
errorString = errorString & vbCrLf & "Read receipt value not recognised: " & df.Value
End Select
Case "deliveryreceipt"
' request or do not request a delivery report
' if the field contains a boolean TRUE, or any form of "true"/"yes"/"y" (case insensitive) then request a delivery report
' if the field contains a boolean FALSE, or any form of "false"/"no"/"n" (case insensitive) then do not request a delivery report
' if field is not provided, or an incorrect input value is provided, then the default is used
' default is typically To not request a delivery report, but may have been changed in Outlook Options.
Select Case Trim(LCase(df.Value))
Case ""
' leave as default
Case "true", "yes", "y"
outlookMail.OriginatorDeliveryReportRequested = True
Case "false", "no", "n"
outlookMail.OriginatorDeliveryReportRequested = False
Case Else
errorString = errorString & vbCrLf & "Delivery receipt value not recognised: " & df.Value
End Select
Case "deliverytime", "delaydelivery"
' add in a delivery time (delay delivery)
' checks for the field containin a value or something which looks like a date and/or time
' if a datetime is provided, and that datetime is in the future then the delay is added To that datetime
' if a date is provided, and that date is in the future then the delay is added To midnight at the start of the provided date
' if a time is provided then the next instance of that time will be used To define the delay (so email could be sent "tomorrow" if time already passed)
' if no data, invalid data, or a date/datetime in the past is added then no delivery delay is added
If (IsNumeric(df.Value) Or IsDate(df.Value)) Then
' A date passed from an Excel table through mail merge will be formatted in US format ("m/d/yyyy"), but the function CDate
' uses the local format, e.g. ("d/m/yyyy"). However, CDate will convert both "15/1/2021" and "1/15/2021" To 15 January 2021
' irrespecitve of location settings.
' The next couple of lines test for whether the date is the wrong way round and flips the month and day if needed
' A date is believed To be wrong if both month and day are 12 or lower, if CDate parses the date 1/2/2020 as 1 February 2020
' and finally if the raw input from Excel is a date string (and not a number, which would be valid)
inputDate = CDate(df.Value)
If Day(inputDate) <= 12 And Month(inputDate) <= 12 And Month(CDate("1/2/2020")) = 2 And _
(df.Value Like Format(inputDate, "d/m/yyyy") & "*" Or df.Value Like Format(inputDate, "dd/mm/yyyy") & "*") Then
inputDate = DateSerial(Year(inputDate), Day(inputDate), Month(inputDate)) + TimeSerial(Hour(inputDate), Minute(inputDate), Second(inputDate))
End If
If inputDate < Now() - Date Then ' time only, time is in the past so set time for "tomorrow"
outlookMail.DeferredDeliveryTime = Date + 1 + inputDate
ElseIf inputDate < 1 Then ' time only, time is in the future so set time for "today"
outlookMail.DeferredDeliveryTime = Date + inputDate
ElseIf inputDate > Now() Then ' date or datetime in the future
outlookMail.DeferredDeliveryTime = inputDate
End If
Else
errorString = errorString & vbCrLf & "Delivery time value not recognised: " & df.Value
End If
Case "account"
' select the account from which the email is To be sent
' the account is identified by its full email address
' To identify the account, the code cycles through all the accounts available and selects a match
' if no data, or a non-matching email address is provided, then the default account is used
' note! not the same as send as - see below
For Each outlookAccount In outlookApp.Session.Accounts
If outlookAccount.SmtpAddress = df.Value Then Exit For
Next
If Not outlookAccount Is Nothing Then
Set outlookMail.SendUsingAccount = outlookAccount
Else
errorString = errorString & vbCrLf & "Account not found: " & df.Value
End If
Case "sendas", "sendonbehalfof"
' add in an address To send as or send on behalf of
' only added if a valid email address
' if the account does not have permissions, the email will be created but will be rejected by the Exchange server if sent
If InStr(1, df.Value, "@", vbTextCompare) > 0 Then
outlookMail.SentOnBehalfOfName = df.Value
Else
errorString = errorString & vbCrLf & "Send as email not recognised: " & df.Value
End If
Case "replyto"
' add in an address To reply To
' only added if a valid email address
If InStr(1, df.Value, "@", vbTextCompare) > 0 Then
outlookMail.ReplyRecipients.Add (df.Value)
Else
errorString = errorString & vbCrLf & "Reply To email not recognised: " & df.Value
End If
Case "followup"
outlookMail.FlagStatus = olFlagMarked
outlookMail.FlagRequest = "Follow up"
If (IsNumeric(df.Value) Or IsDate(df.Value)) Then
' A date passed from an Excel table through mail merge will be formatted in US format ("m/d/yyyy"), but the function CDate
' uses the local format, e.g. ("d/m/yyyy"). However, CDate will convert both "15/1/2021" and "1/15/2021" To 15 January 2021
' irrespecitve of location settings.
' The next couple of lines test for whether the date is the wrong way round and flips the month and day if needed
' A date is believed To be wrong if both month and day are 12 or lower, if CDate parses the date 1/2/2020 as 1 February 2020
' and finally if the raw input from Excel is a date string (and not a number, which would be valid)
inputDate = CDate(df.Value)
If Day(inputDate) <= 12 And Month(inputDate) <= 12 And Month(CDate("1/2/2020")) = 2 And _
(df.Value Like Format(inputDate, "d/m/yyyy") & "*" Or df.Value Like Format(inputDate, "dd/mm/yyyy") & "*") Then
inputDate = DateSerial(Year(inputDate), Day(inputDate), Month(inputDate)) + TimeSerial(Hour(inputDate), Minute(inputDate), Second(inputDate))
End If
If inputDate < Now() - Date Then ' time only, time is in the past so set time for "tomorrow"
outlookMail.FlagDueBy = Date + 1 + inputDate
ElseIf inputDate < 1 Then ' time only, time is in the future so set time for "today" + days/time
outlookMail.FlagDueBy = Date + inputDate
ElseIf inputDate < 5000 Then ' assume count of days To follow up (e.g. 7), add To current date and time
outlookMail.FlagDueBy = Now() + inputDate
ElseIf inputDate <= Now() Then ' date or datetime in the past, set To due now (annoying, but anyhooose)
outlookMail.FlagDueBy = Now()
Else ' date/datetime in future, use that value
outlookMail.FlagDueBy = inputDate
End If
Else
errorString = errorString & vbCrLf & "Delivery time value not recognised: " & df.Value
End If
Case "attachment", "attachments"
' create a file system object To check the file
' if the file does not exist, then the attachment is not added and the error string is updated
If fso Is Nothing Then Set fso = CreateObject("Scripting.FileSystemObject")
If fso.FileExists(df.Value) Then
' add the attachment
outlookMail.Attachments.Add df.Value
Else
errorString = errorString & vbCrLf & "Attachment: " & df.Value & " could not be found"
End If
End Select ' end test for the field names
End If ' end check for the data value being blank
Next df ' move on To the next record
' set the collected To, CC and bcc fields (some systems do not allow the To field To be read
' so we have To collect all To fields together first and then add them in one go
If Len(toString & ccString & bccString) = 0 Then errorString = errorString & vbCrLf & "No valid email addresses provided in To, CC and BCC fields"
If Len(subjectString) = 0 Then errorString = errorString & vbCrLf & "No subject provided"
outlookMail.To = toString
outlookMail.cc = ccString
outlookMail.BCC = bccString
outlookMail.Subject = subjectString
outlookMail.Display
' outlookMail.UserProperties.Add "Generator", olText, True
' outlookMail.UserProperties.Find("Generator").Value = "Imnoss"
' check the send flag and send or save
If Len(errorString) > 0 Then
singleDoc.Content.Text = "Errors found: " & errorString
outlookMail.BodyFormat = 1 'olFormatPlain
outlookMail.Subject = "**Errors in mail merge: " & subjectString
outlookMail.Close 0 'olSave
If Not contOnError Then
If MsgBox("Errors were found when creating email, email has been saved as a draft with subject """ & _
"**Errors in mail merge: " & subjectString & """ and a full list of errors in the body of the email" & vbLf & vbLf & _
"Press OK To continue with remaining records and Cancel To exit the macro.", vbOKCancel, "Errors in email") = vbCancel Then
Exit Sub
End If
contOnError = True
End If
ElseIf sendFlag Then
outlookMail.Send
Else
outlookMail.Close 0 'olSave
End If
Set outlookMail = Nothing
singleDoc.Close False
Set singleDoc = Nothing
' test if we have just created a document for the last record, if so we set lastRecordNum To zero To indicate that the loop should end, otherwise go To the next active record
If mm.DataSource.ActiveRecord >= lastRecordNum Then
lastRecordNum = 0
Else
mm.DataSource.ActiveRecord = wdNextRecord
End If
Loop
End Sub
Private Function StripToLcaseLetters(inputString As String) As String
' strips out all non-letters and converts To lowercase
Dim i As Long
Dim s As String
For i = 1 To Len(inputString)
Select Case Asc(Mid(inputString, i, 1))
Case 65 To 90, 97 To 122
s = s & Mid(inputString, i, 1)
End Select
Next i
StripToLcaseLetters = LCase(s)
End Function
