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Q: Bulk email from Excel via Outlook (NOT spam) ( No Answer,   2 Comments )
Question  
Subject: Bulk email from Excel via Outlook (NOT spam)
Category: Computers > Software
Asked by: dizzyfish-ga
List Price: $20.00
Posted: 21 Jul 2005 06:58 PDT
Expires: 20 Aug 2005 06:58 PDT
Question ID: 546168
Dear Researcher,

In Excel, I have a column of email addresses, a column of UserIDs and
a column of passwords that relate to accounts that I have set up to
access a website. I want to automate the sending of each person's UID
and password to their email address. Each message will have some
standard surrounding text explaining what the message is. In effect,
its a mail merge of email, merging in the UID and password and sending
it to the email address!

There could be hundreds of them in any one go.

I want to use something in Excel (2000 SR1) that uses Outlook (2000
SR1) to send the messages through my corporate network (but also have
access to Word (2000 SR1) and Access 97). I don't need to store the
mail messages and it doesn't have to be super quick.

I'm happy to do some scripting up front, but it will be used by
non-technical staff on an ongoing basis.

Failing anything useful in MS Office, what other options do I have? It
has to work in a corporate network i.e. Exchange, Firewalls etc.

Thankyou!
Answer  
There is no answer at this time.

Comments  
Subject: Re: Bulk email from Excel via Outlook (NOT spam)
From: nvachro-ga on 29 Jul 2005 15:37 PDT
 
As you said - This can be done in a mail merge.  It's a bit more
automated in Word 2002, but can be done in 2000.

Steps: 

In Excel - 
     Be sure the first row of your worksheet contains column names:
Email, Name, Password, etc. (You can also name a range, but that isn't
necessary here).

In Word - 

     1) New document, type your surrounding text

     2) Tools -> Mail Merge
        {Mail Merge Helper window should appear}

     3) Create (button) -> Form Letters

     4) Get Data Source (button) -> Open Data Source
        {Open Data Source window should appear}

     5) Select the Excel file (you may need to change the file type
drop down at the bottom of this window to view .xls files)
        {Microsoft Excel dialog will appear}

     6) Select the worksheet or range you want to use
        {A prompt will come up telling you to add the merge fields}

        From the Mail Merge toolbar: (If you don't see it, View on the
menu bar, Toolbars, Mail Merge)

     7) Insert Merge Field (button)
               Select the column name (email, password, etc)
               Field will appear in your document like "«NAME»"

               Repeat Insert Merge Field as needed

               To add current date, Insert (on the menu bar) -> Fields, Select Date

     8) Tools -> Mail Merge
        {Mail Merge Helper window should appear}

     9) Merge (button)
        {Merge window will appear}

     10) Select 'Electronic Mail' in the Merge to: drop down

     11) Click Setup (button) to select the field that the email
address is in, and enter the email subject

     12) Click Merge 

         {Word should use Outlook to send the mail automatically.}

Save your Word document with the fields to use for the next merge.
(Just open and start with 'Get Data', and skip step 7, inserting the
fields).

Just a few tips: 

Create an Excel file with just your email addresses first while
testing, to be sure that it's working, and that emails are sent with
the correct reply to address, and to test to see if the emails end up
in your bulk mail folder for one reason or another.

Note the query option on the Mail Merge Helper window - You can create
a new column in excel, called 'Sent', and fill in a date or whatnot in
excel.  Then in Word, you can check if this is blank, and just send to
the blank ones.
Subject: Re: Bulk email from Excel via Outlook (NOT spam)
From: dizzyfish-ga on 07 Sep 2005 02:08 PDT
 
Hi nvachro,

This is great - thankyou. 

I see this has come up as a comment, not an answer. Does that mean you
still earn the $20?

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