{"id":12170,"date":"2012-12-17T10:15:17","date_gmt":"2012-12-17T10:15:17","guid":{"rendered":"http:\/\/www.learnexcelmacro.com\/?p=2636"},"modified":"2022-08-12T11:31:53","modified_gmt":"2022-08-12T11:31:53","slug":"sending-a-html-email-using-word-email-template-and-excel-macros","status":"publish","type":"post","link":"https:\/\/vmlogger.com\/excel\/2012\/12\/sending-a-html-email-using-word-email-template-and-excel-macros\/","title":{"rendered":"Sending a HTML Email using Word Email Template and Excel Macros"},"content":{"rendered":"

\"\"<\/p>\n

How to Send a HTML Email using Word Email Template using Excel Macro<\/h1>\n

Hi All,<\/p>\n

 <\/p>\n

This is my very first post for learnexcelmacro.com. Thanks to Vishwa for roping me in for this good cause.<\/p>\n

Your Help\/ comments \/ suggestions for improving this better.<\/p>\n

Things Needed:<\/h2>\n

1. Word Document that can serve as a template, with field maps<\/em> and bookmarks<\/em> that can help us in getting our custom Data<\/p>\n

2. Excel Macro that can have this Word Document as an object and which has details that needs to be pasted \/ brought in the Template, to form a custom mailer.<\/p>\n

How to Do:<\/h2>\n

Creating Word Template:<\/h3>\n

1. Open an Empty Word Document and type your message as needed. For Example, following is my template message. I would append and insert text and Tables later using Excel macros in places as needed.<\/p>\n\n\n\n\n
\n

Template as Needed<\/strong><\/p>\n<\/td>\n<\/tr>\n

Hi All,<\/span> <\/p>\n

Please find the below status about Marks secured by candidates of \u00a0Standard, during \u00a0Examinations.<\/span><\/p>\n

 <\/p>\n

Thanks and Regards,<\/strong><\/span><\/p>\n

Management Team \u2013 XXX School<\/strong><\/span><\/p>\n

P.S: This is an Auto Generated Email. You are receiving this email, since you are part of the Parent Teachers Association for this Year.<\/span><\/p>\n

Please help us improving the quality of this process, through your Inputs and suggestions.<\/span><\/p>\n

 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n


<\/span><\/p>\n

\u00a02. Now Insert Bookmarks<\/em> and then field maps<\/em> in places, where you need custom input text from Excel Macro. For Example, in the Above mentioned template, I would like to get the Standard Name, Examination name<\/strong> and the Result Table<\/strong>, so\u00a0 that the Email looks something like below.<\/p>\n

 <\/p>\n\n\n\n\n
\n

Email as Needed<\/strong><\/p>\n<\/td>\n<\/tr>\n

Hi All,<\/span> <\/p>\n

Please find the below status about Marks secured by candidates of XII<\/strong> Standard, during Quarterly<\/strong> Examinations.<\/span><\/p>\n

 <\/p>\n

 <\/p>\n

\n\n\n\n\n\n
S.No<\/strong><\/td>\nStudent Name<\/strong><\/td>\nRegister No<\/strong><\/td>\nMark 1<\/strong><\/td>\nMark 2<\/strong><\/td>\nTotal<\/strong><\/td>\nStatus<\/strong><\/td>\n<\/tr>\n
1<\/td>\nName 1<\/td>\nXXYYYZZ01<\/td>\n60<\/td>\n60<\/td>\n120<\/td>\nPASS<\/td>\n<\/tr>\n
2<\/td>\nName 2<\/td>\nXXYYYZZ02<\/td>\n40<\/td>\n60<\/td>\n100<\/td>\nFAIL<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

 <\/p>\n

Thanks and Regards,<\/strong><\/span><\/p>\n

Management Team, XXX School.<\/strong><\/span><\/p>\n

P.S: This is an Auto Generated Email. You are receiving this email, since you are part of the Parent Teachers Association for this Year.<\/span><\/p>\n

Please help us improving the quality of this process, through your Inputs and suggestions.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u00a03. Follow the Below Instructions to insert a bookmark.<\/p>\n

a. Place the cursor at the position intended to create a bookmark.<\/p>\n

b.\u00a0 Go To \u201cInsert\u201d Tab and Hit \u201cBookmark\u201d.<\/p>\n

 <\/p>\n

\"Insert<\/a>

Insert Bookmark<\/p><\/div>\n

c. Now Give a name for Bookmark and say \u201cAdd<\/strong>\u201d<\/p>\n

 <\/p>\n

\"InsertBookMarks<\/a>

Click Add Button<\/p><\/div>\n

d.\u00a0 Follow the same procedure to insert bookmarks wherever needed.<\/p>\n

4. Follow the below instructions to insert a field.<\/p>\n

a. \u00a0\u00a0\u00a0\u00a0 Place the cursor at the position intended to create a bookmark.<\/p>\n

b.\u00a0\u00a0\u00a0\u00a0\u00a0 Go To \u201cInsert\u201d Tab and Hit \u201cQuick Parts<\/strong>\u201d. Then from Dropdown, select \u201cField..<\/strong>\u201d<\/p>\n

\"Insert<\/a>

Insert Field<\/p><\/div>\n

 <\/p>\n

c.\u00a0\u00a0\u00a0\u00a0\u00a0 Hit \u201cFormula<\/strong>\u201d button<\/p>\n

d.\u00a0\u00a0\u00a0\u00a0\u00a0 select the Paste Bookmark name and Hit \u201cOK<\/strong>\u201d button.<\/p>\n

\"Formula<\/a>

Formula - Paste Bookmark<\/p><\/div>\n

 <\/p>\n

e.\u00a0\u00a0\u00a0\u00a0\u00a0 Give a Custom Name as needed.<\/p>\n

\"Formula<\/a>

Formula - Paste Bookmark - Custom Name<\/p><\/div>\n

 <\/p>\n

f.\u00a0\u00a0\u00a0\u00a0 Follow the same procedure to insert fields wherever needed.<\/p>\n

 <\/p>\n

Creating Excel Macro:<\/h3>\n

1. Have necessary Input fields as needed and Insert this Created Word as an Object in your Macro.<\/p>\n

\"Create<\/a>

Create Macro<\/p><\/div>\n

2.\u00a0 Now Use the following code to Mail your custom Template.<\/p>\n

 <\/p>\n

Code to Send HTML Email
\n<\/strong><\/p>\n

<\/a><\/p>\n

\n'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''\n'\tFunction Name \t: \tfnSendResultMail\n'\tParameters\t \t: \trng \t\t\t-    Range to be pasted in the Email Template\n'\t\t\t\t\t\tstrTOReceipent\t-    To Recipient Email Id\n'\t\t\t\t\t\tstrCCReceipent  -    CC Recipient Email Id\n'\t\t\t\t\t\tstrBCCReceipent\t-    BCC Recipient Email Id\n'\t\t\t\t\t\tstrStandard\t    -    Class Standard name of the students\n'\t\t\t\t\t\tstrExamName\t    -    Examination name\n'\t\t\t\t\t\tstrMailerName\t-    Mailer Title\n'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''\nPublic Function fnSendResultMail(ByVal rng, strTOReceipent, strCCReceipent, strBCCReceipent, strStandard, strExamName, strMailerName)\n\n    On Error Resume Next\n    'Select the Range\n    rng.Select\n\n    'Send Email\n    Set OutApp = CreateObject(\"Outlook.Application\")\n    Set OutMail = OutApp.CreateItem(0)\n\n    With OutMail\n        .To = strTOReceipent\n        .CC = strCCReceipent\n        .BCC = strBCCReceipent\n        .Subject = strMailerName\n        .HTMLBody = WordToOutlook(rng, strStandard, strExamName)\n        '.Send\n        .Display\n    End With\n\n\tWith Application\n        .EnableEvents = True\n        .ScreenUpdating = True\n    End With\n\n    Set OutMail = Nothing\n    Set OutApp = Nothing  \n\nEnd Function<\/code><\/pre>\n
Code to Convert Word Template contents into HTML<\/strong><\/p>\n
<\/a><\/p>\n
\n'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''\n'\tFunction Name \t: \tWordToOutlook\n'\tParameters \t\t: \trng\t\t\t-    Range to be pasted in the Email Template\n'\t\t\t\t\t\tstrStandard\t-    Class Standard name of the students\n'\t\t\t\t\t\tstrExamName\t-    Examination name\n'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''\nPublic Function WordToOutlook(ByVal rng As Range, strStandard, strExamName)\n\u00a0\u00a0\u00a0 TempFile = Environ$(\"temp\") & \"\/\" & Format(Now, \"dd-mm-yy h-mm-ss\") & \".doc\"\n\u00a0\u00a0\u00a0 Set selectRange = rng\u00a0\u00a0 \u00a0\n\u00a0\u00a0\u00a0 Set WDObj =ThisWorkbook.ActiveSheet.OLEObjects(\"EmailTemplate\")\n\u00a0\u00a0\u00a0 WDObj.Activate\n\u00a0\u00a0\u00a0 WDObj.Object.Application.Visible = True\n\n\u00a0\u00a0\u00a0 Set WDApp = GetObject(, \"Word.Application\")\u00a0\u00a0\u00a0 \u00a0\n\u00a0\u00a0\u00a0 Set WDDoc = WDApp.ActiveDocument\u00a0\u00a0 \u00a0\n\u00a0\u00a0\u00a0 For Each Item In WDDoc.Fields\u00a0\u00a0 \u00a0\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0If InStr(Item, \"<NAME>\") > 0 Then\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0Item.Select\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0WDApp.Selection.Text = strStandard\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0WDApp.Selection.Font.Bold = True\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0ElseIf InStr(Item, \"<TABLE>\") > 0 Then\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0Item.Select\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0selectRange.Copy\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0WDApp.Selection.PasteSpecial xlPasteValues\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0Application.CutCopyMode = False\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0ElseIf InStr(Item, \"<EXAM>\") > 0 Then\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0Item.Select\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0WDApp.Selection.Text = strExamName\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0WDApp.Selection.Font.Bold = True\n\u00a0\u00a0 \u00a0\u00a0\u00a0 \u00a0End If\n\u00a0\u00a0 \u00a0Next\u00a0 \u00a0\n\n\u00a0\u00a0\u00a0 'Save as HTML\n\u00a0\u00a0\u00a0 WDDoc.SaveAs TempFile, FileFormat:=8\n\n\u00a0\u00a0\u00a0 WDDoc.Close savechanges:=False\n\u00a0\u00a0\u00a0 WDApp.Quit\n\n\u00a0\u00a0\u00a0 Set fso = CreateObject(\"Scripting.FileSystemObject\")\n\u00a0\u00a0\u00a0 Set ts = fso.GetFile(TempFile).OpenAsTextStream(1, -2)\n\u00a0\u00a0\u00a0 RangetoHTML = ts.ReadAll\n\u00a0\u00a0\u00a0 ts.Close\n\n\u00a0\u00a0\u00a0 Application.DisplayAlerts = True\n\u00a0\u00a0\u00a0 Set WDDoc = Nothing\n\u00a0\u00a0\u00a0 Set WDApp = Nothing\n\u00a0\u00a0\u00a0 Set oEmbFile = Nothing\n\u00a0\u00a0\u00a0 Kill TempFile\n\n\u00a0\u00a0\u00a0 Set ts = Nothing\n\u00a0\u00a0\u00a0 Set fso = Nothing\n\n\u00a0\u00a0 \u00a0'Return Value\n\u00a0\u00a0\u00a0 WordToOutlook = RangetoHTML\n\nEnd Function<\/code><\/pre>\n
Here the Function \u201cWordToOutlook<\/strong> \u201c opens the Word object embedded and checks for\u00a0 field names. According to the Field name, It identifies and reverts the value as needed.<\/p>\n
For Example, we have named the field that points to Examination Name in the Word Template as \u201c<EXAM>ExamName<\/strong>\u201d.\u00a0 The macro here checks for any field with name having \u201c<EXAM><\/strong>” and change the text of that as per the input. The Table range is pasted in the word document from Excel.\u00a0 Finally the Macro save the Document in the Temp location in HTML<\/strong> format, and then reads the same using file system object. This will give the HTML Code<\/strong> of the document. Then the same is fed in as the HTMLBody<\/strong> of the Outlook Email.<\/p>\n
 <\/p>\n
To Help you creating your own template for Email, I am here uploading the Email Template with macro for your Download.<\/p>\n
 <\/p>\n
\"Download<\/a><\/div>\n<\/span>","protected":false},"excerpt":{"rendered":"
How to Send a HTML Email using Word Email Template using Excel Macro Hi All,   This is my very first post for learnexcelmacro.com. Thanks to Vishwa for roping me in for this good cause. Your Help\/ comments \/ suggestions for improving this better. Things Needed: 1. Word Document that can serve as a template, […]<\/p>\n","protected":false},"author":45,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5205],"tags":[],"class_list":["post-12170","post","type-post","status-publish","format-standard","hentry","category-send-email"],"yoast_head":"\nSending a HTML Email using Word Email Template and Excel Macros - Let's excel in Excel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vmlogger.com\/excel\/2012\/12\/sending-a-html-email-using-word-email-template-and-excel-macros\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending a HTML Email using Word Email Template and Excel Macros\" \/>\n<meta property=\"og:description\" content=\"How to Send a HTML Email using Word Email Template using Excel Macro Hi All,   This is my very first post for learnexcelmacro.com. 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