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Old 11-30-2013, 09:45 AM
Sgt Rock Sgt Rock is offline mail merge in excel to send pdf forms Windows 8 mail merge in excel to send pdf forms Office 2010 64bit
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Join Date: Nov 2013
Location: Dallas, Texas
Posts: 16
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I agree with "macropod," there is, most likely, no need to write a VBA program. I say "most likely" because it is somewhat simple if you have Microsoft Office for Excel and Word! I have a set of instructions I wrote up at work I could forward to you IFF (if and only if) you have Word 2007 and Excel 2007, or possibly later.



To paraphrase - generate the script/verbiage/note you want to send in an email in Word. Every place you want a "variable" - e.g., a person's name, possibly their age, what department they work in, whatever, enclose that "variable name in brackets for ease of identification and location in your script. I also highlight in red so I can easily identify it both in the script and when emails are answsered, e.g., Dear [personsname]: you are receiving this email because your department [departmentname] has been selected to....... What you are doing is making "placeholders" in your verbiage, to hold the associated information that is located in Excel. In Excel you'll create a database with the variable you want in your email, e.g., personame and departmentname, along with the email address.

Then you proceed to mail merge in Word and "connect" to your Excel file that has your specific information. I have been able to send out hundreds of emails in several seconds, about 30 seconds for 250 emails.

The time involved is setting up the data and getting your script written the way you want. The actual mail merge itself only takes a few seconds to complete.

This is my first post on here and have no clue if I can attach my instructions or copy and past them in a reply. If someone would let me know which is most appropriate, I'd be happy to help...

Happy Holiday Season to All,
Sgt Rock (Mort)
Dallas, TX
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