Mailmerge categories to email

[dotsofcolor]

The attached sample on #13 (https://www.msofficeforums.com/mail-...html#post23345) is brilliant, very well done!

This looks like something that might help me as well. I'm looking to apply a different method though. Can this procedure be applied to an e-mail style mail merge. I have multi-line item confirmations that I would like to send out via e-mail. It would basically reference an order number, order date, name and address, and the listing of the line items, some might have one line some might have several. I noticed that the page 3 of the Westmoreland Mailmerge Output.doc looks like it would work since that is multi-line. Can this be process be used to merge to an e-mail and the contents of the single page populate the body of the e-mail, not be included as an attachment. Hope this makes sense. Also wasn't sure if I sure put this as a new post since this one pertains to the specifics I was looking for. Thought that I should ask as I was reading your tutorial.

[macropod]

Hi dotsofcolor,

The tutorial referenced in post #2 (https://www.msofficeforums.com/mail-...html#post23251) in that thread shows how the process can be used for an email merge, with the output going into the email body.

[dotsofcolor]

Thanks Paul! :-) I have gone through several posts trying to figure out what I may be doing wrong, so far no luck. I have read a lot of your posts and I know you get this a lot. I was hoping to figure it out on my own but couldn't.



I have an important project that I’m working on and I figure that if I can’t get the example to work then I won’t get far on my project or trying an e-mail directory style merge. Also Graham Mayor's add-in is not an option at the moment because of IT policies. :-( Thanks you in advance for your help, Paul

[macropod]

Hi David,

From reading your document it looks like what you haven't done is to execute the merge, which you do by clicking on the 'Finish & Merge' button. You should be able to simply copy & paste the code from any of the examples in the tutorial into the mailmerge main document, then click on the 'Finish & Merge' button to generate the output (I'd suggest choosing the 'edit individual documents' option).

[dotsofcolor]

Wow, I'm feeling egg on face. Really appreciate the push forward.

Not sure why it didn't occur to me that the code had to be executed by the merge process itself and that the preview option does not do that.

Thanks so much Paul. Okay, let me finish formatting my test data source and see if I can try your Merging by Catalog/Directory to E-Mail tutorial.

Hope you won't mind helping me further if I get stuck with that. I am sure that I will add to this thread.

Curious, are there videos or other text sources that detail the catalog/Directory and using the Rules process further?

Yours Tutorial is the best that I have been able to find and I'm glad that you provided it.

[macropod]

I'm not aware of any other resources that attempt to provide anywhere near the level of detail I've provided on Directory/Catalogue merges in the tutorial.

[dotsofcolor]

Hi Paul,

Went through many of your tutorials and learned several things along the way. Good stuff. :-)


I decided to try the e-mail merge. I was getting assorted errors; I had to adjust how I was doing it along the way. I walked through the whole macro using F8 which really helped me understand better what was happening. However, I came across this one and saw some info about it on the net but it did not help.

"Microsoft Visual Basic Run-time error '5630'. The text of it is: "Word cannot merge documents that can be distributed by mail or fax without a valid mail address. Choose the Setup button to select a mail address data field."

What might I be doing wrong that would cause this to come up?

[macropod]

That suggests you're trying to merge to email at the wrong point in the process, or without a valid email address for one or more records.

[dotsofcolor]

I checked the e-mail address in all the records and made sure it was valid and the same. Maybe I think that something is happening that actually isn't. I see an e-mail address that populates the recipient area of the document EmailDataSource.doc I thought that is where it's picking up the e-mail address.

Is that where it's supposed to get the e-mail from? Where is it looking for the e-mail address?

I know that I have 4 files in play.

E-mail Merge Main Document
The file that I created for the Catalog/Directory, I called it mergedircat
EmailDataSource
and the data source file Catalogue Merge Data

[macropod]

Hi David,

Does your 'EmailDataSource' document look like the one in the tutorial, with the email addresses in the first column, and with the 'Recipient' header? Note also that your 'EmailDataSource' document won't exist until after the macro had been run. In fact, the macro will delete that document if it exists when the macro starts.

Is the 'RunMerge' macro in your 'mergedircat' document and is that the ActiveDocument when you run the macro? Did you save your 'mergedircat' document in the same folder as your 'Email Merge Main Document' before running the macro?

[dotsofcolor]

Originally Posted by macropod

Hi David,

Does your 'EmailDataSource' document look like the one in the tutorial, with the email addresses in the first column, and with the 'Recipient' header? Note also that your 'EmailDataSource' document won't exist until after the macro had been run. In fact, the macro will delete that document if it exists when the macro starts.

Is the 'RunMerge' macro in your 'mergedircat' document and is that the ActiveDocument when you run the macro? Did you save your 'mergedircat' document in the same folder as your 'Email Merge Main Document' before running the macro?

Hi Paul,

The EmailDataSource document does look like the one in the tutorial and shows in the same directory as the other files when I run it.

This time I got the macro to run all the way through. No errors. Now I think I need further guidance. I was expecting that it would start shoving e-mail through outlook but I think you'll tell me there is another step that I need to perform to get the new tabled data to go out via e-mail, correct?

I attached the document so you could see what it looks like. I made all the e-mail addresses the same.

Thanks Paul.