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Variable Mail Merge to Email from Excel
I am wanting to send an order confirmation email to our customers but it needs to have specific customer and order details in it.
below is a sample of what i need Dear customer, Your order has been processed, half your order will be dispatched from warehouse 1 and the other half from warehouse 2, please see details below, Invoice 000001 will be shipped for warehouse 1 and contains the below item, 12584 black shoes 36548 white shirt 69745 white socks Invoice 000002 will be shipped for warehouse 2 and contains the below item, 15789 white shoes 36558 Black shirt the reds parts are what is pulled from Excel. Problems i am having with this are - all orders will differ in size and items. - i can only get it to put the invoice number before each item - i am unable to add an email signature as all orders differ in size can anyone please help with this? Last edited by Cib886; 01-06-2020 at 07:45 PM. Reason: Missed some information |
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You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out the topic Merging by Catalog/Directory to E-Mail in my Microsoft Word Catalogue/Directory Mailmerge Tutorial in the 'Sticky' thread at the top of this forum:
Microsoft Word Catalogue/Directory Mailmerge Tutorial or: http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it. Depending on what you're trying to achieve, the field coding for this can be complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some non-email worked examples, see the attachments to the posts at: mail merge with duplicate names but different dollar amounts Access to Word, Creating a list from multiple records Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from: Graham Mayor at Merge Many To One or Doug Robbins at Microsoft services
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Cheers, Paul Edstein [Fmr MS MVP - Word] Last edited by macropod; 01-14-2020 at 12:41 AM. Reason: Fixed broken link |
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