Can you schedule emails using mail merge
Mail merge is a powerful feature in Microsoft Word that allows you to combine a main document with a data source to create multiple personalized documents. While mail merge is primarily used for printing and creating physical documents, you can also use it to schedule emails using a combination of mail merge, Microsoft Excel, and Microsoft Outlook.
Here's a step-by-step guide to schedule emails using mail merge:
Prerequisites:
- Microsoft Word 2010 or later
- Microsoft Excel 2010 or later
- Microsoft Outlook 2010 or later
- A data source with email addresses and other relevant information (e.g., names, dates, etc.)
Step 1: Prepare your data source
Create an Excel spreadsheet with the following columns:
- Email Address
- Name
- Subject
- Body (optional)
- Send Date (in the format: YYYY-MM-DD HH:MM:SS)
Populate the spreadsheet with the relevant information for each recipient.
Step 2: Create a mail merge document
Open Microsoft Word and create a new document. Go to the "Mailings" tab in the ribbon and click on "Select Recipients" > "Use an Existing List". Browse to your Excel spreadsheet and select it.
Step 3: Set up the mail merge
In the "Mailings" tab, click on "Write & Insert Fields" to insert fields for the recipient's information (e.g., Name, Email Address). You can also insert fields for the subject and body of the email.
Step 4: Create the email template
Use the inserted fields to create a template for the email. You can use Word's formatting options to customize the appearance of the email.
Step 5: Schedule the emails
To schedule the emails, you'll need to use a VBA script in Microsoft Outlook. Create a new module in the Visual Basic Editor (VBE) by pressing Alt + F11 or navigating to Developer > Visual Basic.
In the VBE, create a new subroutine (e.g., SendEmails
) and add the following code:
Sub SendEmails()
Dim olApp As New Outlook.Application
Dim olMail As Outlook.MailItem
' Loop through each row in the Excel spreadsheet
For Each row In Range("A1:E100").Rows
' Create a new email
Set olMail = olApp.CreateItem(olMailItem)
' Set the recipient, subject, and body
olMail.To = row.Cells(1).Value
olMail.Subject = row.Cells(2).Value
olMail.Body = row.Cells(3).Value
' Set the send date
olMail.SendDate = DateValue(row.Cells(4).Value)
' Send the email
olMail.Send
' Clean up
Set olMail = Nothing
Next row
' Release the Outlook application
Set olApp = Nothing
End Sub
Step 6: Run the script
Save the VBA script and close the VBE. Go back to your Word document and click on the "Mailings" tab. Click on "Finish & Merge" and select "Edit Individual Documents". This will open a new Word document for each recipient.
In each document, you'll see the email template with the recipient's information filled in. Save each document as an HTML file (e.g., .eml
).
Step 7: Schedule the HTML files
Use Microsoft Outlook's built-in scheduling feature to schedule the HTML files to be sent as emails. You can do this by dragging and dropping the HTML files onto the Outlook calendar or by using the "Send" button in the "Mailings" tab.
That's it! With these steps, you've successfully scheduled emails using mail merge.