Automate your email communication with Excel VBA

Name: Automate your email communication with Excel VBA
Rating: 4.7 (20 reviews)

Learn to combine the ability of tools and coding to unleash your automation ability. No previous VBA knowledge needed.

Created byMuhammad Saleem Haider Kharl

Last updated 1/2024

English

English [Auto],

What you'll learn

Setup your data in a proper Excel Table
Use Vlookup formula in a dynamic way to create forms
Create dropdown menu for filtering reports
Write VBA code to convert sheets to PDF format
Send your document as attachment to emails listed in your excel table with custom format.
Use of developer tool buttons to run your VBA code.

Course content

5 sections • 17 lectures • 30m total length

Understanding the problem on hand0:32
Automate invoice emails by converting excel data and invoice formats to PDF and sending them to customers using VBA.
Understanding the data1:47
Organize customer data by ID, first name, last name, address, and email. Convert the range to an Excel table with headings to manage due amount, due date, and automate emails.

Creating your first dynamic dropdown1:07
Create a dynamic dropdown for customer IDs using data validation, source the list from column one, and ignore blanks to populate the entire invoice with a selected customer.
Use Vlookup formula to pick values0:53
Use the Vlookup formula to retrieve the second column value by matching a specific ID in an Excel table. Ensure an exact match for dynamic updates as items are added.
Create magic with dynamic Vlookup1:50
Learn to automate invoices using dynamic vlookup with the match formula to auto-detect headers, ensure exact matches, and populate invoices by selecting a customer, with date formatting.

The problem with conventional mail merge0:38
Learn how conventional mail merge from Excel to Word struggles with formatting—percentages, dates, currencies—and how exporting as PDF preserves formats before emailing to customers.
VB code to create pdf files on the go3:21
Testing code and debugging1:02
Enable macros by saving the workbook as a macro-enabled file, run the VBA code, fix naming issues, then rerun to generate the PDF.
Creating button to run codes from Excel file directly1:24
Create a form control button in Excel, assign the macro to send the invoice PDF via email, and customize it for a recipient like Myra.

Defining objects in VB code1:31
Define the Outlook application, mail items, and attachments as objects in VB code to enable automated email sending from Excel VBA across Outlook versions.
Coding to create email for each customer3:18
Learn to automate sending emails per customer by creating an Outlook mail item from Excel VBA, pulling recipient addresses from cell C17 and composing subject and body before sending.
Writing email body and attaching the pdf file2:06
Compose dynamic email bodies in Excel VBA by pulling recipients from a data sheet, attaching a pdf file, and sending the message.
Closing the objects and testing the code2:40
Close the outlook mail item and outlook app, verify with f8 debugging, and confirm the pdf bill is generated and emailed to the customer with the correct subject and attachment.
Making other adjustments and running the code1:03
Check the Microsoft Excel Object Library, Microsoft Office Object Library, and Microsoft Outlook Object Library in the VB references, then save and run the code to send invoices to customers.

Understanding the issue of our current VB code1:04
This lecture shows how to modify the existing VB code to automate sending PDF invoices to all customers with a single click in Excel VBA.
Automating the dropdown with VB FOR loop3:59
Automate email workflows in Excel VBA by looping through customer rows 2 to 10, selecting each customer via a dropdown, populating the bill sheet, and exporting PDFs with Outlook.
Testing and running the new code1:53
Test and run code by saving the macro, deleting test bills, pressing F8 to debug, and processing records to create PDFs and send emails via Outlook; nine emails are generated.

Requirements

No programming skills are needed, even beginners in excel can follow easily.

Description

The concept of mail merge is really old one, however, this new concept will change your view of what mail merge is all about. This is because we will not use Microsoft Word at all.

Surprising Elements

If you are surprised by this, then let me tell you what this course will achieve. You will be able to create pdf files of your invoices/bills with just a click and not just this, you will also be able to send these bills to your customers'/recipients' emails with custom messages. Isn't this interesting?

If not, then know one thing more, you will learn to send bills to all of your customers with a single click. Interestingly, there will not be any issues of formatting related to number, percentages or even dates. This will set you apart from those who only rely on tools and can't use a combination of both.

This learning can be applied to multiple scenarios like billing, promotional messages, promotional emails, cold messaging, employees communication, followers engagements, training emails and so much more.

Practicing Material

Everything you need to practice the exercise is available here. You will just need to download a single excel file with sample data in it. of course you can design and use your own sample data.

Target Audience

This course is designed to cater the needs of variety of persons including accountants, administration and marketing personnel, sales agents, marketing agencies as well as freelancers.

Pre-requisites

You just need to have a running Microsoft Excel and outlook of any version. This automation will work perfectly with the older versions to the latest ones like office 365. Of course you will need a pdf reader to open your pdf files.

Who this course is for:

What You'll Discover: Excel Mastery: Dive deep into Excel functionalities specifically tailored for mail merging. VBA Essentials: Grasp the basics of VBA to automate your tasks in Excel. Excel to PDF: Learn how to seamlessly convert your Excel sheets into PDF format. Email Automation: Discover how to send these PDFs as attachments through Outlook with a single click.

Automate your email communication with Excel VBA

What you'll learn

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Course content

Introduction2 lectures • 2min

Automating your billing sheet with Formulas3 lectures • 4min

Your first VB code to convert Bills to PDF4 lectures • 6min

Writing VB code for sending emails through outlook5 lectures • 11min

Modify the code to make it dynamic for all Customers3 lectures • 7min

Requirements

Description

Who this course is for: