Send email from excel using outlook on a specific date

Hey team excel!

I am new here and I promise I did a lot of searching, this site, google, youtube but for some reason I cant seem to get a clear answer on this one.

The task seems simple enough but I am not good at writing my own code just yet. Using excel and outlook 2010 I have a spread sheet I open everyday. I am in sales and its a lead monitoring and tracking excel sheet that I use everyday. So excel and outlook remaining open is not an issue...

I simply have rows of customers with their details such as

name, email, date last contacted, date to follow up on.

How do I get code that will send an automated email using outlook to that specific customer, preferably with their name in the email, when the follow up date I chose arrives?

So for example, I talked to David today and I know I would like to just send a "checking in" generic email on a date I selected in a few days.


How do I get excel and outlook to do this automatically?

This is driving me bananas having to keep up with all these little check in emails. Normally I can find my answer with research but I'm having to reach out to you guru's on this one.

thanks in advance to anyone who can help..

Thank you for your reply..

I have found that before but I didnt see anything that says the mail message will be sent on a specific date...?


or am I missing something?

Thanks, I will give this a go as soon as I can.. I got a busy day away from work for a lot of the day but I am excited to try this.

Okay so thinking about this code you provided I guess I dont even really know where to start? Whats the steps are there to set up the code. I mean I am aware of the developer tab and visual basic button but what exactly to do after that I am shaky at best.

this may help out..

In column D is where the first name of the customer is,
In column M is where the date I will enter when to follow up next.

So does this code have to reference the M row as a whole or... IDK how it works..

Sorry for being a nubie..

Hey buddy.. thanks for you help..

Okay I think I understand whats going on..

so the = Date will pick up on what ever the current date is? Once the button is pressed all dates that match today are sent?

change .display to .send and that will automate the emails.

gotcha..

why is this needed?

Sub TestName()
'
' TestName Macro
'
' Keyboard Shortcut: Ctrl+Shift+D
'
ChDir "C:\Users\Eyeson\Desktop"
ActiveWorkbook.SaveAs Filename:="C:\Users\Eyeson\Desktop\test1-1.xlsm", _
FileFormat:=xlOpenXMLWorkbookMacroEnabled, CreateBackup:=False
Range("B2").Select
ActiveCell.FormulaR1C1 = "[email protected]"
Range("B3").Select
ActiveCell.FormulaR1C1 = "[email protected]"
Range("B6").Select
Columns("B:B").ColumnWidth = 25.57
End Sub


what is R1C1 referencing?

Hey,

Okay no problem, thank you! I just got to apply the code to my sheet.. I'm working on this as we speak..

john55


Hey so as I start to understand this more the question I have now is.

In the file you created I see the code and got it to work.

When I create a button in my own document it asks if I want to create a macro. But in your example I dont see any macro's listed when I click on the macro's button in excel.

Im not sure how this is accomplished?

In your example how is the VB code started by hitting the button you created?

Thanks

Never mind bud.. I got it figured out.. THIS HAS BEEN SOLVED!! bravo sir.. thank you VERY much..