Re: How do I mail merge to EMAIL from MS Word AND add a pdf attach

Tech Tip: Click here to run a free scan for Windows Errors and optimize PC performance

A new question on the same item:
The attachment I've chosen to create is too large as a pdf. There are
several pictures within a flyer. I can save the created art/flyer as a jpeg
and the file size is ideal. But when I try all these same instructions, but
have a jpeg instead of a pdf file, it doesn't work. I know the subject of
this discussion specifies adding a pdf file, but the article you wrote and
refer to in this thread doesn't appear to specify that the attachments that
can be sent are limited to pdf's. Do I need to do something different for a
jpeg?

Thanks in advance.

"Doug Robbins" wrote:

> It is the formletter mailmerge that must be executed to a new document.
>
> While the macro uses Outlook, ALL of the merging is being done from Word and
> Word DOES allow you to merge to a new document with the Form Letter in
> exactly the same way that you merged to a new document with the directory
> type mailmerge.
>
> The article says
>
> "Then execute the mail merge that you want to send out by email with the
> attachments and with the result of execution of that mail merge on the
> screen"
>
> If the result is going to be on the screen, the only way that it can get
> there is if the merge is executed to a new document.
>
> --
> Hope this helps.
>
> Please reply to the newsgroup unless you wish to avail yourself of my
> services on a paid consulting basis.
>
> Doug Robbins - Word MVP
> "Mmiller" <Mmiller@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
> news:C0811E77-D974-4FD6-9B71-5F4495C61071@xxxxxxxxxxxxxxxx
> >I need you to be more specific please.
> > The instructions in your article contain two different merges.
> > 1.Do you mean the directory type mail merge?
> > If so, then I did complete the last step in Outlook's and your
> > article's instructions that merged the information to a new document. That
> > new document did create a table that had all the elements from the data
> > source that I planned to use in the mass email, including, but not limted
> > to
> > the email address and the attachment. This new document containing the
> > table
> > was saved and selected later, as instructed when the file open dialog
> > appears
> > after running the macro.
> > 2. If you mean the "form letter" merge as you called it earlier, you will
> > have to elaborate. There are no references to a new document in the
> > article
> > (at the form letter merge state) and Outlook only allows you to merge to a
> > printer as the final step in the merge process. You'll have to detail how
> > to
> > do this.
> > 3.Additional question - When creating the form letter merge, at the step
> > where I am to select the recipients, do I point to the original data
> > source,
> > or to the document with the table created from my directory type mail
> > merge?
> > (that used the original data source to create the table) As we proceed, I
> > need to clarify which one is expected to be used.
> > As I've mentioned earlier, I've tried it both ways, with both resulting in
> > attachments being produced, but both leaving out essential information in
> > all
> > but the first email produced.
> > Thank in advance.
> >
> > "Doug Robbins" wrote:
> >
> >> You have not executed the merge to a new document that contains a section
> >> for each record in the data source.
> >>
> >> --
> >> Hope this helps.
> >>
> >> Please reply to the newsgroup unless you wish to avail yourself of my
> >> services on a paid consulting basis.
> >>
> >> Doug Robbins - Word MVP
> >> "Mmiller" <Mmiller@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
> >> news:F14FD689-4249-4E12-8D19-8AC9A6257486@xxxxxxxxxxxxxxxx
> >> > For example, if the mass email was to produce 25 emails, the first
> >> > email
> >> > generated will be complete. It will have the attachment, the email
> >> > address,
> >> > the subject line and the body.
> >> > The body: manually written info such as, "dear" and then using a
> >> > placeholder
> >> > (merge fields?) for the info to be populated by the data source. (I
> >> > didn't
> >> > manually write it, the merge generates the verbiage) I saw it referred
> >> > to
> >> > as
> >> > a placeholder in some instructions online but an example of what I'm
> >> > talking
> >> > about looks like: <<name>> Then more manually entered info in the body
> >> > such
> >> > as; "The attached document contains....blah, blah....Sincerely...etc"
> >> >
> >> > As I said, the first email generated would be complete - containing all
> >> > elements as it should. But the next 24 would only have the email
> >> > address
> >> > and
> >> > subject lines. Info I think is generated by the macro. But no body
> >> > elements
> >> > whatsoever.
> >> >
> >> > The problem appears to have something to do with running the macro
> >> > because
> >> > I
> >> > can run a mail merge - (Ive tried both a form letter or an email merge)
> >> > and
> >> > not run the macro and all info/results are produced as they should be
> >> > in
> >> > the
> >> > initial and subsequent letters/emails.
> >> >
> >> > I can't get the attachments included in the mass email without running
> >> > the
> >> > macro, but at this point I can't get multiple emails (complete) when I
> >> > do
> >> > run
> >> > the macro.
> >> >
> >> >
> >> > "Doug Robbins" wrote:
> >> >
> >> >> I don't understand what you are doing here
> >> >>
> >> >> This first email will also have the hand
> >> >> written and information along with the poplulated info from the
> >> >> placeholders.
> >> >> But none of the subsequent emails have anything.
> >> >>
> >> >> What "hand written information"?
> >> >>
> >> >> What do you mean by "placeholders"? Are they the mergefields?
> >> >>
> >> >> This failure has nothing to do with the macro, you fix up the
> >> >> mailmerge
> >> >> so
> >> >> that it produces the formletters as you want them.
> >> >>
> >> >> --
> >> >> Hope this helps.
> >> >>
> >> >> Please reply to the newsgroup unless you wish to avail yourself of my
> >> >> services on a paid consulting basis.
> >> >>
> >> >> Doug Robbins - Word MVP
> >> >> "Mmiller" <Mmiller@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
> >> >> news:24915D04-E70A-43D6-AED6-BD1104D3A8E1@xxxxxxxxxxxxxxxx
> >> >> > Progress!!
> >> >> > But not 100% right. The attachment is now in the email(s). Yey! But
> >> >> > the
> >> >> > other problem still exists. The fields/placeholder entries and the
> >> >> > manually
> >> >> > entered text I created in the body of the form letter only appear in
> >> >> > the
> >> >> > very
> >> >> > first email and not in any of the subsequent emails the program
> >> >> > publishes.
> >> >> > If
> >> >> > you can help me determine what I'm doing wrong on that point I'm
> >> >> > set.
> >> >> > And
> >> >> > thanks so much in advance!
> >> >> > BTW - I've tried using both the directory type document as my data
> >> >> > source
> >> >> > and the excel file (where the info came from to create the directory
> >> >> > doc).
> >> >> > Both scenarios produce an attachment now with the form letter - but
> >> >> > neither
> >> >> > produce the missing information past the first email.
> >> >> >
> >> >> > "Doug Robbins" wrote:
> >> >> >
> >> >> >> Use a formletter not an email message type main document
> >> >> >>
> >> >> >> --
> >> >> >> Hope this helps.
> >> >> >>
> >> >> >> Please reply to the newsgroup unless you wish to avail yourself of
> >> >> >> my
> >> >> >> services on a paid consulting basis.
> >> >> >>
> >> >> >> Doug Robbins - Word MVP
> >> >> >> "Mmiller" <Mmiller@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
> >> >> >> news:0F57EEC2-9738-4450-91B6-63708EE5E249@xxxxxxxxxxxxxxxx
> >> >> >> >I guess not clearly enough for the disabled because I'm missing
> >> >> >> >where
> >> >> >> >I'm
> >> >> >> > making my mistake. Please bear with me as I try to find the
> >> >> >> > mistake
> >> >> >> > with
> >> >> >> > your
> >> >> >> > help.
> >> >> >> > The directory type mail merge document was created in a separate
> >> >> >> > document,
> >> >> >> > saved and closed. I then opened a new blank document to create
> >> >> >> > the
> >> >> >> > mail
> >> >> >> > merge
> >> >> >> > I wanted to send out. I chose mail merge/email messages -
> >> >> >> > following
> >> >> >> > the
> >> >> >> > set
> >> >> >> > up instructions that word gives and using the directory type mail
> >> >> >> > merge
> >> >> >> > file
> >> >> >> > created earlier as my data source. (I even tried using the
> >> >> >> > original
> >> >> >> > data
> >> >> >> > source; my excel spread***, and then identifying the file
> >> >> >> > created
> >> >> >> > by
> >> >> >> > the
> >> >> >> > catalogue type mail merge at the point the dialog box opened up
> >> >> >> > after
> >> >> >> > running
> >> >> >> > the macro, but that came up with the same results- no body in the
> >> >> >> > email
> >> >> >> > message.) I thought this was what you meant when you said
> >> >> >> > "execute
> >> >> >> > the
> >> >> >> > mail
> >> >> >> > merge that you want to send out" in your instructions. I'm sure
> >> >> >> > the
> >> >> >> > instructions are accurate. But I am not able to identify at
> >> >> >> > exactly
> >> >> >> > what
> >> >> >> > point I am failing to understand/follow them correctly. If it is
> >> >> >> > clear
> >> >> >> > to
> >> >> >> > you, will you please specify?
> >> >> >> > By the way, I was incorrect - when I run the macro at either
> >> >> >> > point
> >> >> >> > in
> >> >> >> > the
> >> >> >> > process, the very first email will have the drive\path\filename
> >> >> >> > reference
> >> >> >> > to
> >> >> >> > the attachment - but no attachment. This first email will also
> >> >> >> > have
> >> >> >> > the
> >> >> >> > hand
> >> >> >> > written and information along with the poplulated info from the
> >> >> >> > placeholders.
> >> >> >> > But none of the subsequent emails have anything.
> >> >> >> >
> >> >> >> > Thanks! :-)
> >> >> >> > "Doug Robbins" wrote:
> >> >> >> >
> >> >> >> >> Re-read the instructions. They say quite clearly that the merge
> >> >> >> >> must
> >> >> >> >> be
> >> >> >> >> executed to a new document and they do not say anything amount
> >> >> >> >> merging
> >> >> >> >> to
> >> >> >> >> electronic mail.
> >> >> >> >>
> >> >> >> >> --
> >> >> >> >> Hope this helps.
> >> >> >> >>
> >> >> >> >> Please reply to the newsgroup unless you wish to avail yourself
> >> >> >> >> of
> >> >> >> >> my
> >> >> >> >> services on a paid consulting basis.
> >> >> >> >>
> >> >> >> >> Doug Robbins - Word MVP
> >> >> >> >> "Mmiller" <Mmiller@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
> >> >> >> >> news:6DAFFEDA-6660-47D5-82A6-51F50BB11288@xxxxxxxxxxxxxxxx
> >> >> >> >> > Thanks Doug.
> >> >> >> >> > Did that- but had the wrong one checked. Got that fixed and
> >> >> >> >> > yes,
> >> >> >> >> > the
> >> >> >> >> > macro
> >> >> >> >> > performs without any error message. But the whole process is
> >> >> >> >> > still
> >> >> >> >> > not
> >> >> >> >> > working right.
> >> >> >> >> > If I hit the macro key before the very last step of merging
> >> >> >> >> > the
> >> >> >> >> > document
> >> >> >> >> > with electronic mail, then the resulting merge has none of the
> >> >> >> >> > email
> >> >> >> >> > message
> >> >> >> >> > I created in the body of the document. The body of the email
> >> >> >> >> > is
> >> >> >> >> > completely
> >> >> >> >> > blank. In addition to the field for the attachment, I also
> >> >> >> >> > chose
> >> >> >> >> > a
> >> >> >> >> > name
> >> >> >> >> > field
> >> >> >> >> > when creating/executing this mail merge. None of the manually
> >> >> >> >> > created
> >> >> >> >> > message
> >> >> >> >> > or the field information showed up. If I wait and hit the
> >> >> >> >> > macro
> >> >> >> >> > key
> >> >> >> >> > after
> >> >> >> >> > the
> >> >> >> >> > last step of merging to electronic mail, then the office
> >> >> >> >> > program/merge
> >> >> >> >> > creates the emails as it would without the macro. The email
> >> >> >> >> > has
> >> >> >> >> > all
> >> >> >> >> > the
.

Quantcast