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Automate your email communication with Excel VBA
Rating: 4.6 out of 5(20 ratings)
299 students

Automate your email communication with Excel VBA

Learn to combine the ability of tools and coding to unleash your automation ability. No previous VBA knowledge needed.
Last updated 1/2024
English

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 sections17 lectures30m total length
  • Understanding the problem on hand0:32
  • Understanding the data1:47

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.