Custom Email for Marketing Campaign


New Member
Mar 22, 2016
Hi everyone,

I was able to see a code to send customized emails to multiple recipients by the process of mail merge. The only problem that I have right now is that the word template becomes an attachment to the outlook email. here is the code below:
Option Explicit
Sub CreateWordDocuments()
Dim CustRow, CustCol, LastRow, TemplRow, DaysSince, FrDays, ToDays As Long
Dim DocLoc, TagName, TagValue, TemplName, FileName As String
Dim CurDt, LastCallDt As Date
Dim WordDoc, WordApp, OutApp, OutMail As Object
Dim WordContent As Word.Range
With Sheet1
  If .Range("B3").Value = Empty Then
    MsgBox "Please select a correct template from the drop down list"
    Exit Sub
  End If
    TemplRow = .Range("B3").Value 'Set Template Row
    TemplName = .Range("G3").Value 'Set Template Name
    FrDays = .Range("L3").Value 'Set From Days
    ToDays = .Range("N3").Value 'Set To Days
    DocLoc = Sheet2.Range("F" & TemplRow).Value 'Word Document Filename
    'Open Word Template
    On Error Resume Next 'If Word is already running
    Set WordApp = GetObject("Word.Application")
    If Err.Number <> 0 Then
    'Launch a new instance of Word
    'On Error GoTo Error_Handler
    Set WordApp = CreateObject("Word.Application")
    WordApp.Visible = True 'Make the application visible to the user
    End If
    LastRow = .Range("E9999").End(xlUp).Row  'Determine Last Row in Table
        For CustRow = 8 To LastRow
                DaysSince = .Range("M" & CustRow).Value
                If TemplName <> .Range("N" & CustRow).Value And DaysSince >= FrDays And DaysSince <= ToDays Then
                                Set WordDoc = WordApp.Documents.Open(FileName:=DocLoc, ReadOnly:=False) 'Open Template
                                For CustCol = 5 To 13 'Move Through 9 Columns
                                    TagName = .Cells(7, CustCol).Value 'Tag Name
                                    TagValue = .Cells(CustRow, CustCol).Value 'Tag Value
                                     With WordDoc.Content.Find
                                        .Text = TagName
                                        .Replacement.Text = TagValue
                                        .Wrap = wdFindContinue
                                        .Execute Replace:=wdReplaceAll 'Find & Replace all instances
                                     End With
                                Next CustCol
                        If .Range("I3").Value = "PDF" Then
                                       FileName = ThisWorkbook.Path & "" & .Range("E" & CustRow).Value & "_" & .Range("F" & CustRow).Value & ".pdf" 'Create full filename & Path with current workbook location, Last Name & First Name
                                       WordDoc.ExportAsFixedFormat OutputFileName:=FileName, ExportFormat:=wdExportFormatPDF
                                       WordDoc.Close False
                                   Else: 'If Word
                                       FileName = ThisWorkbook.Path & "" & .Range("E" & CustRow).Value & "_" & .Range("F" & CustRow).Value & ".docx"
                                       WordDoc.SaveAs FileName
                                   End If
                                   .Range("N" & CustRow).Value = TemplName 'Template Name
                                   .Range("O" & CustRow).Value = Now
                                    If .Range("P3").Value = "Email" Then
                                                  Set OutApp = CreateObject("Outlook.Application") 'Create Outlook Application
                                                  Set OutMail = OutApp.CreateItem(0) 'Create Email
                                                  With OutMail
                                                      .To = Sheet1.Range("K" & CustRow).Value
                                                      .Subject = "Hi, " & Sheet1.Range("F" & CustRow).Value & " We Miss You"
                                                      .Body = "Hello, " & Sheet1.Range("F" & CustRow).Value & " Its been a while since we have seen you so we wanted to send you a special letter. Please see the attached file"
                                                      .Attachments.Add FileName
                                                      .Display 'To send without Displaying change .Display to .Send
                                                  End With
                                    End If
                        Kill (FileName) 'Deletes the PDF or Word that was just created
            End If '3 condition met
        Next CustRow
End With
End Sub

Is there any way to customize the code to make the word template as the body of the email since mail merge in Word can send the document directly as an html body?

Thank you in advance!
Last edited by a moderator:

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