I'm a newcomer to VBA and has almost no knowledge to how to handle VBA except the very obvious parts.
I'm working on a Workbook that will help me initiate Mail Merge in the following manners at the moment:
1) A Table in Excel within a Workbook acting as Data Source
2) An Embedded Word Object with the pre-designed Merge Fields inserted
3) Send Emails using the Mail Merge function in Word
However, I'm met with the need to completing the following actions:
1) The subject line has to be dynamic, according to a customer number which exists in the Workbook
2) Based on above, the subject line would be something like 'A cash payment request of client <Customer Number>', whereby the <Customer Number> is the column header of my datasource
After the completion of the above, I would need to also include the signature as designed on Outlook to be added to the end of the message body of the Email. Ideally, I can pass this workbook as a circulation to some of my teammates in the office
Therefore, I'm looking for expertise from you all with the ideal scenario as below:
1) Manually designate a selected range of customers (e.g. from Customer 1-100 - because the datasource is also an archive and the old data won't be sent to the customers again, but they have to be visible for future references
2) Press a button that initiates the creation of e-mail based on the selected range of customers
3) Created e-mails should have subject lines such as described previously
4) The body text is HTML based (with formatting and Tables) that have mergefields acquired from the datasource (that's why I used Word since I don't know how else to do it)
5) E-mail sending can be automatic or manual (means I can choose to have them thrown into Outbox automatically, or they can just be opened windows waiting for my final review)
Post Script:
I understand that there are add-ins that do absolutely exactly what I wanted like the Mail Merge Toolkit but they are for personal uses only and they require a fee. I cannot convince my organisaiton to purchase these as the workbook is only for a small number of teammates (20-30). Please understand that I've explored many options but I know that VBA can do the trick and I'd have to seek help because I cannot really complete this on my own
Thank you for your read, and help, if any.
I'm working on a Workbook that will help me initiate Mail Merge in the following manners at the moment:
1) A Table in Excel within a Workbook acting as Data Source
2) An Embedded Word Object with the pre-designed Merge Fields inserted
3) Send Emails using the Mail Merge function in Word
However, I'm met with the need to completing the following actions:
1) The subject line has to be dynamic, according to a customer number which exists in the Workbook
2) Based on above, the subject line would be something like 'A cash payment request of client <Customer Number>', whereby the <Customer Number> is the column header of my datasource
After the completion of the above, I would need to also include the signature as designed on Outlook to be added to the end of the message body of the Email. Ideally, I can pass this workbook as a circulation to some of my teammates in the office
Therefore, I'm looking for expertise from you all with the ideal scenario as below:
1) Manually designate a selected range of customers (e.g. from Customer 1-100 - because the datasource is also an archive and the old data won't be sent to the customers again, but they have to be visible for future references
2) Press a button that initiates the creation of e-mail based on the selected range of customers
3) Created e-mails should have subject lines such as described previously
4) The body text is HTML based (with formatting and Tables) that have mergefields acquired from the datasource (that's why I used Word since I don't know how else to do it)
5) E-mail sending can be automatic or manual (means I can choose to have them thrown into Outbox automatically, or they can just be opened windows waiting for my final review)
Post Script:
I understand that there are add-ins that do absolutely exactly what I wanted like the Mail Merge Toolkit but they are for personal uses only and they require a fee. I cannot convince my organisaiton to purchase these as the workbook is only for a small number of teammates (20-30). Please understand that I've explored many options but I know that VBA can do the trick and I'd have to seek help because I cannot really complete this on my own
Thank you for your read, and help, if any.
