Mail Merge to Email with Custom Subject, Attachments, Save to Drafts and more - No Plugin!

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  • Опубликовано: 30 май 2024
  • Use Word mail merge to send emails, with all the missing features added back in. Features like adding attachments, having a custom subject, using the CC and BCC fields, using "Send As" (e.g. send as the CEO, you know you want to), and best of all you can save to drafts to check the emails before they go out.
    We take you through how to add in a Word macro, set up your data, and create a set of emails. At the end we will also go through the VBA code.
    Macro code is found on our website here: imnoss.com/enhanced-mail-merg...
    0:00 Introduction
    3:13 Initial setup
    3:42 Setting up the email template in Word mail merge
    4:28 Adding the macro to Word
    6:56 Prepare the mail merge data in Excel
    19:34 First run of the macro, creating emails in draft and reviewing
    21:55 Second run of the macro, sending emails immediately
    22:55 Reviewing the macro code line by line
    37:30 Thanks for watching
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Комментарии • 516

  • @charltonjeje7496
    @charltonjeje7496 14 часов назад

    Great content!!! This channel is underrated.👏

  • @markharris2944
    @markharris2944 3 года назад +9

    Thank you for taking the time to make such a great program to complete what MS had left off. This program works great, and I did not have to make any changes to the code (not that I could anyway). Everything worked straight out of the "box". Great Job!!!

  • @leashakane9114
    @leashakane9114 2 года назад +3

    This has been a lifesaver, thank you so much for the easy step by step guide.

  • @yr6056
    @yr6056 3 года назад +3

    Again, Thanks for this :) used the mailmerge PDF along with this email with attachments - you have saved myself and team days of copying/pasting etc - looking forward to any more time saving videos/tips

  • @Ham_1982
    @Ham_1982 3 года назад +3

    Thank you for taking the time to create this efficient and nice automated solution, Everything works as it should. Great Job! and thank you again!

  • @danireben
    @danireben 2 года назад +1

    Thanks for the clear and easy step by step guide. It helps me a lot.

  • @kgolthi7787
    @kgolthi7787 Год назад

    Thank you so much for making this video, I really wanted the dynamic subject line and I wasn't able to figure out how to set that up. Your video instructions worked like a charm and looking forward to using this technique in the future. The whole process and code walkthrough was clearly explained. Thanks again!

  • @user-zq2jb5kl7r
    @user-zq2jb5kl7r 7 месяцев назад

    Fantastic - Just what we needed at the Squash Club, no other sideshows, only what is needed. The basic function in detail.

  • @jasonmyers3061
    @jasonmyers3061 2 года назад +2

    Nevermind, I figured it out!!! Thanks again for this, it is amazing!

  • @javiercando641
    @javiercando641 3 года назад +2

    Just awesome !! congrats on the dev done!

  • @wasimabbas6280
    @wasimabbas6280 2 года назад +4

    I'm facing an error please help me out..When I run the micro its shows an error- (User-defined type not defined-and highlights the 1st (Sub EnhancedMailMergeToEmail) and Dim outlookApp As Outlook. Application.

  • @educationplustv9970
    @educationplustv9970 2 года назад +2

    Very amazing. Such a life saver for a company like us that sends hundreds to thousands of certificates. Keep it up! Hope to see you succeed

  • @ClintR98
    @ClintR98 Год назад +5

    Your mail merge to PDF saves me probably 20 hours of grunt work a month. For that alone, I can't thank you enough. I am looking forward to implementing this because I think it will save me an additional 5 or so more hours. You're an outstanding teacher. Clear, well put together. Thanks yet again!😊

  • @domingojrramos7438
    @domingojrramos7438 3 года назад +2

    Worked like a charm!! :) thanks for sharing

  • @mikeadams6818
    @mikeadams6818 Год назад

    Brilliant video! Thank you, I am now able to send our regular Newsletter, via email as an attachment, to our members. Quick and simple, no GDPR issues either.

  • @hughchenz4893
    @hughchenz4893 2 года назад +2

    Thank you very much fo this video it helps alot in mail merginng especially with attachments.

  • @thelittlegymlondon
    @thelittlegymlondon Год назад

    LOVE LOVE LOVE your videos and they work! Thank you!

  • @swapniltiwari_gkd
    @swapniltiwari_gkd 2 года назад +2

    Superlative solution my friend. I don't have words to thank you. Your channel deserves many more subscriptions and likes. Would recommend it to all.

  • @renzokouken9781
    @renzokouken9781 3 года назад +3

    Thank you for this
    Very very very helpful
    Hope to learn more from your channel

  • @meet23man
    @meet23man Год назад

    This was the best Outlook process/tip ever. Thanks for this video. Seamlessly turned my Excel into Mail Chimp.

  • @user-xw1wc9tv8z
    @user-xw1wc9tv8z 8 месяцев назад

    I have been searching for this solution for more than 6 months. Got it to the point. Thank you very much

  • @kayeannmagnificient
    @kayeannmagnificient 2 года назад +2

    Thank you very much for this! You have no idea how helpful. :D You just gained a subscriber.

  • @umar_m411
    @umar_m411 2 года назад +4

    Thank you so much for making this tutorial, and the one before which generates PDF’s. As you mentioned, this is incredibly powerful and I really appreciate your efforts. I especially liked how you split the video into two parts, the first being getting the macro into word and setting up your data so you’re all good to go, and the second being a deep dive into how the macro works. This way, it caters to your viewers needs very well.
    I simply pasted the macro (and added the references) and made sure my data was set up exactly like how you instructed, and the drafts generated perfectly on the first run.
    Thank you! I hope you continue to make more tutorials like these in the future, you deserve a huge audience.

    • @Imnoss
      @Imnoss  2 года назад +1

      Thank you, I appreciate the positive feedback.

  • @dwreeves4160
    @dwreeves4160 2 года назад +2

    Thank You! I work in a nonprofit and this is very helpful for outreach. Thank You!

  • @damindagunasekara3485
    @damindagunasekara3485 3 года назад +2

    Great piece of code! Thanks a lot!

  • @soole23
    @soole23 5 месяцев назад

    I've came across this video (and the previous one on how to create the PDFs) last week, I cannot thank you enough. You have literally saved me dozens of hours a work a month. Well explained and I know little about Excel and I followed it quite easily. Fantasic couple of videos, thank you!

  • @edwardplatt4540
    @edwardplatt4540 Год назад

    This is an outstanding contribution -- it has saved me hours. The only strange thing I found was that if the file I wanted to attach was in the same folder, I would get the message "File Not Found". If I put the same file in a higher folder, the program found it and added it perfectly. Again, I am really impressed with the job you did developing this and explaining the VBA code.

  • @alj104
    @alj104 7 месяцев назад

    AMAZING - Thank you so much, love your step by step straightforwardness...

  • @POSLifeline1
    @POSLifeline1 7 месяцев назад

    Oh my goodness! This was an incredible video and a great resource. I followed all the instructions and it worked perfectly for me. (I didn't need more than ½ of the features and it still worked great!). This will be a big time saver for me over time. Much appreciated!

  • @cyndhusriram1607
    @cyndhusriram1607 2 года назад +1

    Thank you so much! What a great tool to use!

  • @elizabethholloman9556
    @elizabethholloman9556 3 месяца назад

    Exceptional! Even if your not a techie this is a phenomenal tool to have in your kit. Thanks so much!

  • @MostafaHassan-rn5zf
    @MostafaHassan-rn5zf 2 года назад +2

    Thank you very much for this solution. It worked perfectly! I have watched a lot of videos trying to accomplish this and none worked. Imnoss 100% fantastic.

  • @KG-wn1ms
    @KG-wn1ms Месяц назад

    This is extremely helpful. Thank you so much. We needed to send an attachment to a mail merge we were doing and I followed your detailed instructions. No issues whatsoever. This will save us lots of time going forward!

  • @lajangbujang7061
    @lajangbujang7061 11 месяцев назад

    Thank you. Great VB code and working like a charm.

  • @katyatx
    @katyatx 2 года назад +13

    Good lord this video (and it's companion merge to pdf) have saved me literally thousands from having to request an enhancement request from our SAS Billing System developer. Well done, simply explained, robust and extremely powerful.

    • @Imnoss
      @Imnoss  2 года назад +3

      Thank you, this is exactly why we do what we do.

  • @shivank1994
    @shivank1994 2 года назад +3

    its a life & Time saver in corporate ... Great Job
    And thanks for step by step tutorial

  • @sreejondey1917
    @sreejondey1917 11 месяцев назад

    Seriously .. thanks man.. you make working life more smarter than harder ....

  • @suzannedavis805
    @suzannedavis805 Год назад +2

    Wow! I found a buried treasure! Thanks so much for putting your macros out there. They both work amazingly, and cut down on the HOURS of minutia I have to take care of. Thank you Thank you Thank you.

    • @Imnoss
      @Imnoss  Год назад

      You are so welcome!

  • @thomassprague441
    @thomassprague441 2 года назад +2

    Extraordinary! This is the level of code I'd expect you to charge for after seeing the limited example. Very nicely done. Thank you!

    • @Imnoss
      @Imnoss  2 года назад

      Thank you Thomas - the code is just a taster of what can be done, so please get in touch if you have any other tasks which could be sped up in a similar way.

  • @RelaxwithTranquilSoundscapes
    @RelaxwithTranquilSoundscapes 3 года назад +2

    A first class tutorial thank you so much.

    • @sabrini99
      @sabrini99 3 года назад

      What macro code did you use? mine gave me an error

  • @bugiothales
    @bugiothales 8 месяцев назад

    Amazing resource, well done

  • @ahsueh1996
    @ahsueh1996 2 года назад +2

    Super duper! Beats the Mail Merge Toolbox being behind pay wall now. Thanks for the resource.

    • @Imnoss
      @Imnoss  2 года назад

      Happy to help!

  • @alenalfred9619
    @alenalfred9619 Год назад

    Simply Amazing, perfect job.

  • @goutlet
    @goutlet Год назад

    This is just amazing !!! Thank you for this !!!

  • @TheWellawisdom
    @TheWellawisdom 3 года назад +4

    Thanks for facilitating. Worked nicely though everything wasn't applicable. Brilliant piece of Work!!

    • @sukhmanikaur3332
      @sukhmanikaur3332 3 года назад

      I pasted the same code but yet it is not picking the subject and attachment. What could be the reason behind this ?

    • @TheWellawisdom
      @TheWellawisdom 3 года назад +2

      @@sukhmanikaur3332 ensure your spelling is correct for all titles. In the beginning I couldn't get my second attachment into the e-mail, turns out I had a typo "attachement", with an extra " e". As soon as I corrected that, the 2nd attachment was added.

  • @user-qn7wd7yc2t
    @user-qn7wd7yc2t Месяц назад

    Excellent Excellent Videos & Explanations. You're my HERO!!!!!

  • @ryanjunelsalimbagat4473
    @ryanjunelsalimbagat4473 3 года назад +2

    This is very very helpful!

  • @monicametzler2062
    @monicametzler2062 2 года назад +1

    Wow! Just Wow. Thank you so much @Imnoss!! This is excellent instruction and extraordinarily useful. I came from your other video and got the split docs and the PDFs thanks to your Mac code. There were a few hitches but I got it to work thanks to helpful responses you gave other commenters. (FYI, it would not save to a Google drive but would to desktop; it also choked where there were duplicate last names, but that was only a few.) I hoped you'd have Mac code for this Emailing step but see that's not done yet so I'll subscribe. I wish I could give you my old Mac to play around on! Or hire you :-) Alas, I'm in the States. If you ever come to the U.S., visit Chicago and I'll buy you lunch, or a beer in gratitude. You're a great teacher!

  •  3 месяца назад

    "let's take a deep breath and send the emails"... I know what you mean! Great video!

  • @user-jb3zv2vq3m
    @user-jb3zv2vq3m 3 месяца назад

    I feel like I should have paid for this, it was so extremely helpful

  • @pedrojose167
    @pedrojose167 3 месяца назад

    Man, thank you so much. You’ve saved me uncountable hours…

  • @profjulian
    @profjulian Год назад

    Thank you so much!!!!!!!! May God bless you!!!!!!
    Greetings from Costa Rica.

  • @sunillalloo8788
    @sunillalloo8788 2 года назад +1

    Thanks, this worked beautifully. One point though - you should mention that the excel file being used for the PDFs is the same one that was used to do the mail merge in word. It may not be obvious to some people (like me..lol)

  • @oFetfa
    @oFetfa 10 месяцев назад

    Wowsers! Great tutorial my dude!

  • @Iamarelis1
    @Iamarelis1 3 года назад +1

    I can't thank you enough for doing this.

    • @sukhmanikaur3332
      @sukhmanikaur3332 3 года назад

      I pasted the same code but yet it is not picking the subject and attachment. What could be the reason behind this ?

  • @hibalouz4948
    @hibalouz4948 Год назад

    Thank you! It helped a lot.

  • @kml895
    @kml895 Год назад

    i've tried several tutorials and none of them worked beside this one :') although this one takes much more effort, it's worth it!

    • @Imnoss
      @Imnoss  Год назад +1

      Glad I could help!

  • @maryjoharris6408
    @maryjoharris6408 9 месяцев назад

    I love you! This is fantastic. Thank you! Thank you! Thank you!

  • @rutvishah5946
    @rutvishah5946 10 месяцев назад

    I usually don't comment on videos much..... But damn I must say you made so many peoples job easier with this.... Thank you for this informative video.

  • @johnclark851
    @johnclark851 2 года назад +1

    I can't say anything that hasn't already been said, all I can do is affirm what has been said: you rock!

  • @setsunarehaf
    @setsunarehaf 9 месяцев назад

    this is prefect! thank you so much really!

  • @TheHub047
    @TheHub047 3 года назад +1

    Great work

  • @MountwayFinance
    @MountwayFinance Месяц назад

    So good, this video is excellent

  • @anisazizan383
    @anisazizan383 2 года назад +1

    this is the best ! thank you very much

  • @paulgrillo9377
    @paulgrillo9377 2 года назад +1

    Absolute Legends. I can't wait to try this!

    • @Imnoss
      @Imnoss  2 года назад +1

      Thanks Paul :)

    • @paulgrillo9377
      @paulgrillo9377 Год назад

      @@Imnoss I've got it working and it's amazing! Thanks so much. I use this to schedule and send out emails about appointments and with custom corresponding attachments in bulk. My only snag is that when I try to send the emails from the drafts folder in outlook online instead of the desktop app, it doesn't like the format of the email addresses. If I delete them and retype the same address it works, and if I send it from outlook desktop program it works. The reason I want to use outlook online is because of their free delay email feature, which doesn't require the computer to be on to send it at the delayed time. Any suggestions for things to try with the email address format? I've tried semi-colon afterwards, comma, or nothing, and hyperlinked or non-hyperlinked..? Otherwise this is still an amazing time saver thank you!

  • @maxbernatckii3517
    @maxbernatckii3517 Год назад +1

    Terrific job! Much appreciated

    • @Imnoss
      @Imnoss  Год назад

      you're welcome

    • @maxbernatckii3517
      @maxbernatckii3517 Год назад

      @@Imnoss I hope you are up to something else :) The way of giving info in your videos is perfect

  • @explorewithLoki
    @explorewithLoki 2 года назад +2

    how to attached same file name while sending mail merge emails and also your video is awesome please upload more like this thank you :)

  • @itamitam1
    @itamitam1 2 года назад +1

    Works wonderful. Thank you very much.
    Suggestions:
    1. Sometimes one needs to send messages with the same Subject and the same Attachments (not differenrt ones).
    Then it seems superfluous to add them, in the excell for each row, and perhaps ot can be entered only once by modifying the Macro.
    2. I will try to run same mailmerge from Access table, If successful will report

  • @JoseGonzalez-ob8po
    @JoseGonzalez-ob8po 2 года назад +1

    I really like what you shared. I can see this being a very efficient flow for me. However, do you have any suggestion on how I can get rid of the User-defined type not defined error? I have both references enabled and replaced the XX.X with the version listed in the references. Any assistance would be appreciated.

  • @mshadmemon
    @mshadmemon 10 месяцев назад

    You are a gem! Too good👌👌

  • @jjactual9321
    @jjactual9321 Год назад

    you are the absolute best!
    good video!

  • @Serk221
    @Serk221 2 года назад +2

    As amazing as the previous one!

  • @MassimoTodaro74
    @MassimoTodaro74 Год назад

    very handy, thank you so much

  • @jayraldbasan5354
    @jayraldbasan5354 Год назад

    I CAN NOT THANK YOU ENOUGH!! 🤩

  • @danieljaramillo3575
    @danieljaramillo3575 2 года назад +1

    Thank you! Amazing tool

  • @ucpham7987
    @ucpham7987 3 года назад +1

    How brilliant !

  • @bharatn30
    @bharatn30 2 месяца назад

    Literally genius !

  • @cuongdrive
    @cuongdrive 2 месяца назад

    THANKS, VERY GOOD!

  • @AnonymousPerson-wv5ol
    @AnonymousPerson-wv5ol 2 года назад +1

    THANK YOU SO MUCH!!!!!!!

  • @robeaston5046
    @robeaston5046 Год назад +1

    So cool!

  • @user-mh5cd7dt3e
    @user-mh5cd7dt3e Год назад

    YOU ARE AMAZING!!!!!!!!! THANNNNNNKKK YOUUUUUUUUUUU!!!!!!!

  • @syedatiframizali4940
    @syedatiframizali4940 Год назад +1

    Unstoppable today, unstoppable today

  • @Jalikasa
    @Jalikasa 2 года назад +1

    This code is a tremendous way to improving efficiency! Thank you for sharing. We are in the process of upgrading our machines. Does it require any modifications to be compatible with Windows 11?

  • @smith9808
    @smith9808 Месяц назад

    Absolute genius. Wow.

  • @ghilmanabdulshakoor5476
    @ghilmanabdulshakoor5476 4 месяца назад

    Great, it also helps me a lot, Just have one question is there any video or any solution we can use over Gmail?

  • @praneethkumarp9055
    @praneethkumarp9055 Год назад

    Thank you for showing us this amazing macro to use mail merge. It is very helpful 👍.
    However, in the each attachfile section and if InsStr(1, mailBody..) and related ones to attachments code it was throwing me an error because 76 and 91. I then had to mark them as comment in order to run the macro.
    Could you tell what could be the issue?

  • @msasi1985
    @msasi1985 Год назад

    Thank you so much 🙂🙂

  • @shanu7703
    @shanu7703 Год назад

    Thank You so much 🙂

  • @salmansali
    @salmansali 2 года назад +2

    Wow. This is too good. Million thanks for the informative video. Saves a lot of office time.
    I just found one small glitch. Even while there is no attachment, the outlook sent/draft shows the attachment icon. Is there any way to remove that. (It doesn't affect much, but I thought it would be appropriate to notify so that you can work on that)

  • @Accounts-tn2rp
    @Accounts-tn2rp Год назад

    Super sir, excellent delivery, thanks for explanations, how to send the mail thru Gmail instead of Outlook

  • @pawel4099
    @pawel4099 2 года назад +2

    Ingenious

    • @Imnoss
      @Imnoss  2 года назад

      Great to hear! Thank you

  • @onlyArpan
    @onlyArpan Год назад

    Thanks a lot ! I have tried many codes but unable to get the desired result but Its really working !

  • @merystancu5206
    @merystancu5206 Год назад

    Hi All! I am a rookie when it comes to this so I appreciate your work in making this video and all the helpful comments from everyone! I encountered an issue, run time error 5631 due to that the data records were empty or none matched the query options. Has anything changed in the code? Thanks so much for any response! Have a lovely day

  • @PennyWalker-zl5dw
    @PennyWalker-zl5dw Год назад

    Thank you. Does this process you have explained work on gmail or only outlook?

  • @rafeek4u
    @rafeek4u Год назад +1

    Hi, Thanks a ton for this tutorial and it worked like a charm. My requirement is to email customized birthday cards to staffs. I want the picture to be inserted in the mail body rather than add as an attachment. Also the email should go on the birthday dates at a specified time. Will you be able to help me ?

  • @noorizzatikhairussalleh4969
    @noorizzatikhairussalleh4969 Год назад

    superb helpful

  • @fywbls
    @fywbls 8 месяцев назад

    Thank you! this was something I was doing manually. Discovered your videos and information a tear ago and it has been a life saver!
    Recently I've been experiencing some issues with sending emails, Outlook won't send the emails with the email addresses it gets from the Excel file. Only after I manually type in the email addresses do the emails go out. Any thoughts on this?

  • @DanielHorvath-og5zz
    @DanielHorvath-og5zz Год назад

    Excellent! All works as demonstrated for me except the very last (and crucial) steps :( I can only seem to have the emails w/ attachments sent to my Outlook drafts folder (cant send them out as emails to recipients immediately). When the emails are in the drafts folder they cannot be sent out to recipients and the email addresses are highlighted in yellow. If I type out the email addresses exactly as they appear in my excel file under the "To' column I am able to send off the emails. Any help would be appreciated!

  • @jeffchapin9683
    @jeffchapin9683 3 года назад +2

    This is amazing and is saving me a ton of time. Is there a way to add more than one email address in the cc field?

    • @Imnoss
      @Imnoss  3 года назад +2

      You can, just separate them with a semi-colon like you would in an outlook email.

  • @betogoncalves7300
    @betogoncalves7300 2 года назад

    👃Thank you very much, saved my day!👏

    • @Imnoss
      @Imnoss  2 года назад

      You're welcome!