Mail Merge: Custom Attachments, Subjects, BCC/CC (Word, Excel, Outlook)

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  • เผยแพร่เมื่อ 22 ธ.ค. 2024

ความคิดเห็น • 92

  • @maryfuentes5110
    @maryfuentes5110 8 หลายเดือนก่อน +1

    Thank you for your classes proffessor❤❤❤

    • @TeachersTech
      @TeachersTech  8 หลายเดือนก่อน

      You’re very welcome!

  • @wilfredocabuenas
    @wilfredocabuenas 5 หลายเดือนก่อน +2

    Hi Jamie, this is very useful to my job right now. I'd like to clarify if the merge tool add-in is free and not a free trial-version.

    • @dougrobbins5699
      @dougrobbins5699 4 หลายเดือนก่อน

      The version that you can download is a trial that can be used 20 times to actually send messages. (Saving to the Drafts>Merge Tools folder for test purposes is not counted as one of those 20 uses) Then on payment of the requested amount by the message that appears each time you use it, a "Message Free" version will be sent to you. The message free version has no limits on the number of times it can be used, or on for how long it can continue to be used.

  • @gokuldas9727
    @gokuldas9727 3 หลายเดือนก่อน +3

    I am getting an error
    "91-object variable or with block variable not set"

    • @gokuldas2881
      @gokuldas2881 3 หลายเดือนก่อน

      please respond to this.

  • @JulieGates-p5o
    @JulieGates-p5o 3 หลายเดือนก่อน

    This was a huge help and the instructions were easy to follow. Thank you!

  • @TheSeanBampton
    @TheSeanBampton 4 หลายเดือนก่อน +9

    20 free uses and then it's $30 US. Microsoft needs to incorporate this natively into their products ASAP.

  • @fitzladams
    @fitzladams 4 หลายเดือนก่อน +1

    Thanks very much for the tutorial unfortunteley the add-on doesn't work on MAC.

  • @ASEmastermechanic
    @ASEmastermechanic หลายเดือนก่อน

    0:46 maybe I am slow, but if you have to include the path to each file, did you just create a custom file for each client? It kinda defeats the whole purpose of a merge. In other words, a file is created for each file and saved as a PDF, you might as well sending them individually. The only thing you are merging is the body of the email, not the letter. I guess it does help if your sending 10,000 emails, but if your sending 10, I don't see an advantage. The ideal thing would be to have ONE letter and that letter is individualized for each client no?>

    • @dougrobbins5699
      @dougrobbins5699 หลายเดือนก่อน

      In that case, use the Merge to Email as PDF Attachment destination when you are using the mail merge main document from which each of the PDFs is to be created by merging with the data from the data source.

  • @abdallahelshinawy5536
    @abdallahelshinawy5536 หลายเดือนก่อน

    Thank you it's very useful but it can't works with excel macro enable sheet format , any help ?

    • @dougrobbins5699
      @dougrobbins5699 หลายเดือนก่อน

      Save the Excel file in xlsx format and use that file as the data source.

  • @eduardoestevesarts
    @eduardoestevesarts 3 หลายเดือนก่อน

    Great video Jamie. Could you please give me an ideia on how to insert custom clickable web links to the email merged document? Thanks

  • @JTHarveyJr
    @JTHarveyJr 5 หลายเดือนก่อน

    What is the limitation of using the new outlook?
    Is there a way to utilize the new outlook or do I always need to switch back to the old outlook?

    • @dougrobbins5699
      @dougrobbins5699 5 หลายเดือนก่อน +1

      The "New Outlook" is merely a re-badged version of Windows Mail and, like its predessor, does not support automation. You will almost certainly be better off using the original Outlook all the time.

  • @williamrestrepo7244
    @williamrestrepo7244 หลายเดือนก่อน

    Hello, what if I want to send 2 automatically generated word documents? Or if I want to attach 2 word documents that are different for every recipient?

    • @dougrobbins5699
      @dougrobbins5699 หลายเดือนก่อน

      If you have fields in the data source that contain the path\filename.ext of each of the attachments, you can add those fields to the list at the top right of the Merge with Attachments dialog.

  • @rajivgupta5894
    @rajivgupta5894 5 หลายเดือนก่อน +1

    getting run time error 400 saying array overflow. Please guide what could be the reason

  • @Dharani-o7l
    @Dharani-o7l 5 หลายเดือนก่อน

    Hi, can we add more than one email address in "To address"?

  • @piercejd94
    @piercejd94 7 หลายเดือนก่อน +1

    I keep getting an error about my files being in sync with one drive. How do I get around that please?

    • @dougrobbins5699
      @dougrobbins5699 7 หลายเดือนก่อน

      Create a new folder in the root directory of the C: drive (I suggest naming it Merge Files, but that is not essential) and put the data source into that folder and then attach it to the mail merge main document from that location, then save the document before using the Merge Tools utilities.

    • @KaranjitSingh-ce4cc
      @KaranjitSingh-ce4cc 5 หลายเดือนก่อน

      @@dougrobbins5699 its not working

  • @OsvaldoMartinezPadilla
    @OsvaldoMartinezPadilla 3 หลายเดือนก่อน

    Amazing, it really save me a lot of time, many thanks!

  • @ManojKumarH-o8h
    @ManojKumarH-o8h 23 วันที่ผ่านมา

    91 object variable not set in mail merge tool

  • @lindabarrow4746
    @lindabarrow4746 6 หลายเดือนก่อน

    What qualifies as the "New Outlook"? And will it work on Outlook online?

    • @dougrobbins5699
      @dougrobbins5699 6 หลายเดือนก่อน

      If you type Outlook into the Windows Search facility, on the left you will see Outlook (New), but on the right, you will see Outlook App
      The menu bar in the New Outlook has just Home, View, and Help on it, while that in the original Outlook has File, Home, Send/Receive, Folder, View, Developer, and Help.

  • @khooghi8539
    @khooghi8539 2 หลายเดือนก่อน

    When I click on mail merge with attachments I get a message saying its only designed to run witha letters type mail merge main document ! I chose email messages mail merge

    • @dougrobbins5699
      @dougrobbins5699 2 หลายเดือนก่อน

      While the MergeTools only works with a Letters type mail merge main document, the output of the MergeTools process can be sent as an email message, or as a Word or PDF attachment to a covering email message that you compose in (or paste into) the space provided on the Merge with Attachments dialog.

  • @pgaska88
    @pgaska88 2 หลายเดือนก่อน

    Hi, can this be used to merge an html attachment so I have a nicely formatted email?

    • @dougrobbins5699
      @dougrobbins5699 2 หลายเดือนก่อน

      Yes, it can be used to do that. Contact me if you need any assistance.

    • @pgaska88
      @pgaska88 2 หลายเดือนก่อน

      @@dougrobbins5699 not sure how to contact you, tried the username as your Gmail, but didn't find the address

  • @edtt1760
    @edtt1760 7 หลายเดือนก่อน

    Is there any way to use this functionality without adding attachments, my main interest is to be able to sen several mail but including an additinal addres and cc to another, is it possible? Thanks in advance!

    • @dougrobbins5699
      @dougrobbins5699 7 หลายเดือนก่อน

      It is not necessary to send attachments if you do not need to and you can use the Merge with Attachments facility just to be able to add CC, BCC, and custom Subject.

  • @arseniibilyi6961
    @arseniibilyi6961 3 หลายเดือนก่อน

    I have repeatedly gone through each step verifying my actions and still have no clue why my Word keeps on crashing when I just click the "Merge with Attachments" button. Does anyone know what might be the case?

    • @christinedacosta
      @christinedacosta 3 หลายเดือนก่อน

      the data source cant be saved to OneDrive, save it to the local drive C

    • @facefix7003
      @facefix7003 2 หลายเดือนก่อน

      Same for me, does this work with windows 11?

  • @popoypinoyvlogs
    @popoypinoyvlogs 2 หลายเดือนก่อน

    Hi - is it possible to personalize the subject like invoice numbers? I will be sending out 300 invoices a month.

    • @dougrobbins5699
      @dougrobbins5699 2 หลายเดือนก่อน

      Yes, if you have the invoice numbers in a field in the data source, by checking the "Data source contains a Subject field" box, you will be able to select that field, and optionally, you can insert some text that will appear before and\or after the data from that field in the subject of each of the messages.

    • @popoypinoyvlogs
      @popoypinoyvlogs 2 หลายเดือนก่อน

      @@dougrobbins5699 thank you

  • @ranim.g3514
    @ranim.g3514 3 หลายเดือนก่อน

    Jaime i want to send 30 emais with excel sheet to different carrier emailds can u help m

  • @fatihpolat1394
    @fatihpolat1394 6 หลายเดือนก่อน

    If I click the "Merge with Attachments" butto, there is showing a notification from Microsoft Visual Basic with "Runtime 13 Type Mismatch". Please help

    • @dougrobbins5699
      @dougrobbins5699 6 หลายเดือนก่อน

      A Run Time Error 13 - Type mismatch will occur if:
      1. There is only one field in the data source;
      2. There are no mergefields in the main document;
      3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe;
      4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments.
      5. There are empty columns or empty rows before the start of the data in the data source.
      6. The result of a calculation in an Excel data source returns one of the following errors:
      #DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC!
      The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document.
      If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.

  • @ChinenyeUghelu
    @ChinenyeUghelu 8 หลายเดือนก่อน

    is there a quicker way to get the doc path? I have over 200 docs

    • @julialewis8794
      @julialewis8794 8 หลายเดือนก่อน

      Go to the folder where they are stored
      Select one document and press Ctrl+a on the key board to select all
      Hold the shift key down and right click on one of the selected documents
      Select copy as path
      Paste in Excel

    • @dougrobbins5699
      @dougrobbins5699 8 หลายเดือนก่อน

      In Windows 10, in the File Explorer, select all of the files and hold down the Shift Key and right click and then left click on Copy as Path. Then go to your Excel file and use Paste to paste the path and filename of all of the files.
      Note, the order may not be correct and you may need to do some sorting the get each attachment aligned with its intended recipient.
      In Windows 11 you do not need to hold down the Shift key when right clicking because the Copy as Path is on the Right Click list.
      Note however, that by using the Merge to Email as PDF Attachment for the Merge Destination in the Merge with Attachments dialog, you may be able to create each of the PDF files and send it to its intended recipient all in a single operation.

  • @amitkukreja6385
    @amitkukreja6385 3 หลายเดือนก่อน

    GOOD MORNING SIR
    COULD YOU PLS CAN I CAN SUBJECT WHILE SENDING BULK EMAIL (MAIL MERGE) KINDLY HELP
    THANK YOU

    • @dougrobbins5699
      @dougrobbins5699 3 หลายเดือนก่อน

      Even if you are not sending attachments, use the Merge with Attachments facility and check the box for "Data source contains a Subject field" Then from the dropdown that appears, select the field in the data source that contains the text for the subject of each email message. Note you can optionally insert text that will appear and\or after the data from the field in the data source.

  • @ExcelWithChris
    @ExcelWithChris 8 หลายเดือนก่อน

    I would like to sent the actual Word document (for each person) not as text inside the mail, but as a PDF file.

    • @dougrobbins5699
      @dougrobbins5699 8 หลายเดือนก่อน

      You can do that by selecting Merge to Email as PDF Attachment from the Merge Destination dropdown in the Merge with Attachments dialog,

  • @rajivgupta5894
    @rajivgupta5894 5 หลายเดือนก่อน

    Sorry, it is run time error 440 saying array index out of bounds.

    • @dougrobbins5699
      @dougrobbins5699 5 หลายเดือนก่อน

      A "Run-time error '440' - Array Index Out of bounds" will occur if there is a semi-colon following the last email address in a field in the data source.
      Use the Check Data for Email Addresses facility to check the data in the field(s) being used for the To:, CC: and or BCC: addresses
      It may also occur if you type an email address into the Send using Account control rather than selecting an address from the dropdown list.
      Or, if there are quotation marks around the data in a field that contains the path\filename.extension of the file(s) that are to be attached to each message. If you remove those quotation marks, and save the data source before attempting to use it again, the error will not occur.
      If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.

    • @haightpa
      @haightpa 4 หลายเดือนก่อน

      @@dougrobbins5699 I keep receiving the array error message after removing the quotation marks from the file path. Using the "check data file names" returned colons and backslash as illegal characters, but these are used to identify the path. Should I be taking these out?

    • @dougrobbins5699
      @dougrobbins5699 4 หลายเดือนก่อน

      @@haightpa Send me a copy of the mail merge main document and the data source and I will investigate the issue.

    • @haightpa
      @haightpa 4 หลายเดือนก่อน

      @@dougrobbins5699 Thanks, I just sent it to you.

    • @dougrobbins5699
      @dougrobbins5699 4 หลายเดือนก่อน

      @@haightpa Did you send the files to the email address in the instructions? I have not received them.

  • @fredscholl5250
    @fredscholl5250 5 หลายเดือนก่อน +1

    Not working for me

    • @dougrobbins5699
      @dougrobbins5699 5 หลายเดือนก่อน

      What happens when you try?

  • @hendkadry1995
    @hendkadry1995 5 หลายเดือนก่อน

    I want to send 500 PDF files to 500 mail addresses, but each file is dedicated to an address and the file must be sent only to its owner and I have the list of addresses in Excel sheet arranged digitally and I have PDF files in a folder arranged digitally as well, please can this task be accomplished in this way knowing that I do not want to send any other details except a file

    • @dougrobbins5699
      @dougrobbins5699 5 หลายเดือนก่อน +1

      Yes, that can be done with the Merge with Attachments facility if you have a field in the data source that contains the path\filename.pdf of the file for each recipient. If you need assistance, contact me at the address in the instructions.

  • @dougrobbins5699
    @dougrobbins5699 8 หลายเดือนก่อน +2

    Thanks for demonstrating my MergeTools Add-in.
    Note by holding down the shift key and right clicking when you have all of the attachments selected in the File Explorer and then clicking on Copy as Path, the path and filed name of each file will be copied to the clipboard so that it can be pasted into Outlook. If using WIndows 11, it is not necessary to hold down the Shift Key.
    Note, to make use of the Send on Behalf of facility, the user must be a DELEGATE of the account that they add to that facility.
    You might also demonstrate the use of the Merge to Email as PDF Attachment option as in many cases, by using that, the user can have the MergeTools both create and send the pdf files in a single operation.

    • @joshuasimanjuntak1786
      @joshuasimanjuntak1786 7 หลายเดือนก่อน

      Hi Mr Doug,
      I was trying to send some emails using your toolkit. My intention is to send an email to different recipients but using BCC. I tried clicking the Merge with Attachments button but an error message from Microsoft Visual Basic appeared telling me that there was a Run-time error '13' Type Mismatch. Can you help me with this issue, please?

    • @dougrobbins5699
      @dougrobbins5699 7 หลายเดือนก่อน

      @@joshuasimanjuntak1786
      A Run Time Error 13 - Type mismatch will occur if:
      1. There is only one field in the data source;
      2. There are no mergefields in the main document;
      3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe;
      4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments.
      5. There are empty columns or empty rows before the start of the data in the data source.
      6. The result of a calculation in an Excel data source returns one of the following errors:
      #DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC!
      The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document.
      If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.

    • @hahaya_man
      @hahaya_man 6 หลายเดือนก่อน

      Hi Mr Doug, any idea why when i click merge with attachment the word become freezing ? it happens after i change my microsoft account, before i change my account it works fine. thanks

    • @dougrobbins5699
      @dougrobbins5699 6 หลายเดือนก่อน

      @@hahaya_man Word will quite often freeze if the data source is located on OneDrive or in a folder that is synchronized with OneDrive.
      Note that in Microsoft 365, by default, the Desktop and the Documents folder are synchronized with OneDrive.
      To work around that, I recommend that you create a new folder in the root directory of the C: drive (I suggest naming it Merge Files, but that is not essential) and put the data source into that folder and then attach it to the mail merge main document from that location, then save the document before using the Merge Tools utilities.
      If you are still having a problem, send a copy of the mail merge main document and the data source to me at the email address in the instructions.

    • @priyalshah6648
      @priyalshah6648 4 หลายเดือนก่อน

      Hello Mr Doug thanks for this application , but its not working for me. Once i open the MergeTools add-in it says access denied.

  • @nycgweed
    @nycgweed 7 หลายเดือนก่อน

    Can you do a Mai merge using google sheets 😊

    • @dougrobbins5699
      @dougrobbins5699 7 หลายเดือนก่อน

      My MergeTools Add-in requires a Word Mailmerge Main Document, an Access or Excel Data Source and the use of the original Outlook application as the Mail application.

  • @JTHarveyJr
    @JTHarveyJr 5 หลายเดือนก่อน

    Thank you!

  • @NatBerger
    @NatBerger 8 หลายเดือนก่อน

    Where do you find the startup location when working on Mac? I can select Startup, but then it lets me choose which location I want to open in my documents.

    • @dougrobbins5699
      @dougrobbins5699 8 หลายเดือนก่อน

      Unless you are running Windows and Microsoft Office under Parallels, unfortunately, the implementation of Visual Basic on a Mac is not the equivalent of its implementation on a Windows computer, and as a result, my Merge Tools Add-in cannot be used on a Mac.
      However, Kevin Stratvert's TH-cam video at
      th-cam.com/video/Nl5AoLusNR4/w-d-xo.html
      or
      Leila Gharani's Email from Excel with Attachments at:
      th-cam.com/video/ku0NM9jhp-A/w-d-xo.html
      demonstrate a method of mail merging with attachments that can be used with any type of computer.

  • @shidheshnaik9217
    @shidheshnaik9217 3 หลายเดือนก่อน

    I am getting runtime error

    • @dougrobbins5699
      @dougrobbins5699 3 หลายเดือนก่อน +1

      What is the number shown in the Error Message?

    • @shidheshnaik9217
      @shidheshnaik9217 3 หลายเดือนก่อน

      @@dougrobbins5699 440

    • @dougrobbins5699
      @dougrobbins5699 3 หลายเดือนก่อน

      @@shidheshnaik9217 A "Run-time error '440' - Array Index Out of bounds" will occur if there is a semi-colon following the last email address in a field in the data source.
      Use the Check Data for Email Addresses facility to check the data in the field(s) being used for the To:, CC: and or BCC: addresses
      It may also occur if you type an email address into one of the Addresses fields rather than selecting a field from the data source, or, into the Send using Account control rather than selecting an address from the dropdown list.
      Or, if there are quotation marks around the data in a field that contains the path\filename.extension of the file(s) that are to be attached to each message. If you remove those quotation marks, and save the data source before attempting to use it again, the error will not occur.
      If you cannot sort it out, send me a copy of the mail merge main document and the data source and I will investigate the issue.

    • @RobertStuckey-m6r
      @RobertStuckey-m6r 3 หลายเดือนก่อน

      @@dougrobbins5699 9?

  • @joannhall007
    @joannhall007 2 หลายเดือนก่อน

    I am getting an error 380 “Could not set the ListIndex property. Invalid property value. Could I get some help on that error please

    • @dougrobbins5699
      @dougrobbins5699 หลายเดือนก่อน

      A Runtime error ‘380’ - Could not set the List Index Property will occur if the Desktop Outlook Application is not set as the default mail application and if it is not configured with at least one email account.

  • @friendlytester6861
    @friendlytester6861 หลายเดือนก่อน +1

    It doesn’t work and honestly it’s 2024 it’s ridiculous that Microsoft doesn’t offer this as a Native feature you have to pay someone else to use it. My company doesn’t allow for add-ins so I just wasted time creating 40 pages to mail merge and I can’t even send them out to multiple recipients.

  • @Dharani-o7l
    @Dharani-o7l 5 หลายเดือนก่อน +1

    Hi, can we add more than one email address in "To address"?

  • @jeannineparry7086
    @jeannineparry7086 6 วันที่ผ่านมา

    I am getting an error message " problem with Worksheet name, The name of the worksheet that contains data includes non- alphanumeric characters, you will need to modify the name of the worksheet,.." Would you be able to help me. I have done a few of the google suggested fixes but still get the same error. thank you

  • @colewalker9814
    @colewalker9814 20 วันที่ผ่านมา

    I keep getting an Error 440 run time error?

  • @Dharani-o7l
    @Dharani-o7l 5 หลายเดือนก่อน

    Hi, can we add more than one email address in "To address"?

  • @Dharani-o7l
    @Dharani-o7l 5 หลายเดือนก่อน

    Hi, can we add more than one email address in "To address"?

  • @Dharani-o7l
    @Dharani-o7l 5 หลายเดือนก่อน

    Hi, can we add more than one email address in "To address"?

    • @dougrobbins5699
      @dougrobbins5699 5 หลายเดือนก่อน

      Insert each of the email addresses into a column in the data source with a Semi-Colon separating each email address.

    • @raffy323232
      @raffy323232 4 หลายเดือนก่อน

      @@dougrobbins5699 can i use contact group name instead in the email field?