This week, I was experimenting with sending email from Excel via Outlook. The goal was to send an email to each name in a list, and attach a couple of PDF files. Here’s how I managed to send email with PDF attachment from Excel.
The Sample File
So, before creating my complex email code, I set up a little test file, with a short list of fake customers. I created this file using Outlook and Excel 2013, but it should also work in Excel 2010, and perhaps Excel 2007 (see Ron de Bruin’s article for 2007 requirements).
Another sheet in the file has a report, to send to each customer, as a PDF attachment. I like pens, so my imaginary business is a pen shop.
The macro puts the current store number in cell E8, and INDEX/MATCH formulas pull the name and sales amount for that store.
Set Up the Email Settings Sheet
When doing the email tests, I wanted to be able to change some of the settings, without going into the VBA code. So, I added a Settings sheet, where you can:
- enter text for the subject line and email body
- select a folder where a copy of each PDF file will be saved
- enter an email address for receiving test emails
Send the Emails
The final sheet is the Menu, with buttons that run the macros.
If you’re sending out an email message to a list, it’s a good idea to test it first, by sending the reports to your own email address, instead of using your customers as guinea pigs!
So, click that “Send Test Emails” button, and see what arrives in your inbox. Check the PDF attachments, to make sure that the information is correct, and that each person is receiving the right attachment.
Then, if everything works well, you’re ready to click the “Send Store Emails” button, to send out the actual email.
More Excel Email Tips
For lots more examples of sending email from Excel, please visit Ron de Bruin’s website. He also shows how to use other mail programs, and different types of attachments.
Download the Sample File
To test the email code, you can download the sample file from my Contextures website. Go to the Sample files page, and in the VBA section, look for UF0023 – Send Email With PDF Attachment
And be sure to test carefully, before you send a big email to your customers and co-workers!