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Create excel sheet which e-mails pdf out to individual

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    Create excel sheet which e-mails pdf out to individual

    Hi,

    Really stuck on this and would appreciate any help.

    I need to create a spreadsheet that will

    a) mailmerge to a certificate template in word
    b) e-mail out that certificate to individuals via excel (in pdf format)

    If it's easier for me to complete the mail merge seperately and then run some kind of command prompt to e-mail all those certificates out that would be fine. As long as I have something set up where I can click a button and those e-mails get sent out with the neccessary attachments.

    Thank you.

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    Re: Create excel sheet which e-mails pdf out to individual

    .
    This is everything you need for email : https://www.rondebruin.nl/win/s1/outlook/mail.htm


    How many individuals are you going to email ? I have a few sample projects that would do what you want if you don't mind not using mail merge process but rather
    simply providing the path to each PDF you want to email.

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    Re: Create excel sheet which e-mails pdf out to individual

    Hi,
    Firstly,thank you so much for looking at this. I will try the link tomorrow on the work laptop

    And I could be emailing between 1 to around 150 individuals depending on what courses they take.

    Would this just provide the file path or is there anyway I can get it to automatically attach the pdf to the email?

    Sorry for all the questions!

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    Re: Create excel sheet which e-mails pdf out to individual

    .
    The primary hurdle I can see at this point would be the PDF file name.

    Are these certificates general in nature or does each one have a different person's name on it ?

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    Re: Create excel sheet which e-mails pdf out to individual

    Currently, the pdfs each have student names on. :/ including the date they undertook the course and the name of the course.

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    Re: Create excel sheet which e-mails pdf out to individual

    .
    Not using Mail Merge ... if you were to name each PDF the same as the student email address ... and place all of the pdf's in to the same folder ....
    I can envision modifying the email code slightly so it is looking for file name that matches the recipient's email address.

    Example:

    Col A Student Name ..... Col B Student Email Address

    Billy Bob ____________ [email protected]
    John Smith __________ [email protected]
    Marie MooMoo _______ [email protected]


    Basically, when you click the EMAIL button, the code will start with the first email in Col B and search for a PDF with the same name. It would
    attach that PDF certificate to the email going to Billy Bob. Then it would look for John Smit PDF and repeat the process until reaching the
    end of Col B.

    The work involved for you prior to sending the emails will be to correctly enter the email addresses in Col B.


    Or, if you wanted to enter JOHN DOE on each certificate ( *smile* ) .....

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    Re: Create excel sheet which e-mails pdf out to individual

    At this point I wish every student was named John Doe, ha!

    Please could you attach an example of this spreadsheet so I could trial it?

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    Re: Create excel sheet which e-mails pdf out to individual

    .
    This is probably one of the simpler ones :

    Please Login or Register  to view this content.

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    Re: Create excel sheet which e-mails pdf out to individual

    Looking forward to trying these out tomorrow, thank you.

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    Re: Create excel sheet which e-mails pdf out to individual

    .
    You are welcome. Let me know how it goes.

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    Re: Create excel sheet which e-mails pdf out to individual

    .
    Did you find something that worked ?

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    Re: Create excel sheet which e-mails pdf out to individual

    Hi,
    Sorry for the late reply, I have been in ill health.
    I found something that allowed me to do it via Excel for Freelancers. There were some workbooks set up and youtube videos to train you on how to use them.

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    Re: Create excel sheet which e-mails pdf out to individual

    .
    Glad you found a solution.

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