I'm currently trying to automate some emails since I've been tasked with sending 430 emails to costumers of the company I work with.
I am working with Odoo for my contacts list, using a Mac and its subsequent Apple products to send the emails. I tried looking at some tutorials online but got stuck at "2. Read the excel field and store in dt1 3. Use for each row to loop through each rows of dt1." I am 100% new to Excel so I don't know what this means.
I have the names and emails of the customers ready in an excel file already, however, I don't know how to add in the subject line and body. The body needs to contain this line, "Good Morning/Afternoon, NAME_OF_CUSTOMER," I need a way to also automate the fill in.
These were the tutorials I was using:
https://forum.uipath.com/t/create-text-from-excel-info/263923
https://www.automateexcel.com/how-to/send-email-formula-no-macros/
Any help appreciated, I really don't want to do all of this by hand.
You can achieve this directly by Odoo.
Install "Email Marketing" Application in Odoo and select your contacts or import a CSV/XLS file in Newsletter Leads model.
Then you'll be able to create a campaign and massively send emails to your contacts.
You should first configure an SMTP server in Odoo via Settings -> Technical Features -> Out-bound email servers
I am trying to setup a manual flow that can send out a mass email.
Manually trigger an email (In the below photo I show when a new item is created, however I prefer to run this manually when I want to, if possible)
Send out one mass reminder email. (BCC). Custom message, maybe include a few columns from List "population".
Email addresses are stored in List "population", Column "c_Email"
Also as a condition I would like to only send to emails in List X where Column "Submitted" is blank.
Can anyone help with this?
Here is what I'm trying:
I'm trying to learn how to use Excel/VBA to automate as much of the below workflow as I can:
I receive an email from a manager notifying me that an employee has Covid. This initial notification is not standardized
I manually enter the information (employee name, their state, company, test date, test results, etc) into a spreadsheet. Sometimes certain cells information are left blank if they are not provided in #1
I REPLY ALL to original email. I use a template and edit based on the information I've entered into the spreadsheet (for instance, certain states have different guidelines) and attach PDFs depending on the company. I may also ask for missing information
My goal is to:
Be able to press a button in excel to draft an email body with information I've entered into spreadsheet. A combination of "mad lib" and "if this then that". If specific cells are blank, Id want the email to include what information i still need. I only send this specific email once, but I have to do it again every time there is a new Covid case.
My restrictions are:
Multiple people use this same workflow and spreadsheet, so ideally it would be simple for coworkers. I do not want excel to automatically send the email without the user reviewing it first.
I am very new to VBA, but am learning Python.
I cannot download anything on my work computer.
Thank you so much!
I am trying to build an Excel sheet with due dates and corresponding email addresses.
When it is 10 days before the due day, ideally Excel would automatically send the corresponding person an email reminding them about the due date.
I found some VBA codes online but they can only send emails to one designated emailing address.
Please could anyone kindly point out where I should be looking at? Thanks a lot!
What I understand is that you would like to send the same email to multiple recipients if a condition is met. I assume you are able to do this on a per-person level (if not, refer to this resource), so you could simply repeat this procedure for the targeted number of recipients. Or you could also CC or BCC those other recipients, however I would suggest doing it on a personal level if time is not an issue as this adds to privacy of targeted recipients.
This post about CC and this post about BCC could help, or you could simply have a for loop for each recipient and keep your email content the same. Good luck!
I've been sending Outlook emails from Excel for a while, using it to manage my sales and project management activities at work. I've been enjoying increased productivity from it, so I want to do some more advanced things. For example, I think I have the code worked out, probably in a crude way, to have Excel help keep track of emails that have not been replied to. (I simply have Outlook, for each new email, open a workbook, and create a record in a new row, then have Excel attempt to match it to an email I previously sent.)
But once I have a record in Excel of such an email, it has no link or connection to the actual email. I want to be able to click on the Excel icon or link for the email, and then pull up the actual email.
I have found possibilities in using EntryIDs and MessageIDs, Outlook URLs and GUIDs,and even good-old AdvancedSearch (but I think having Excel search for an email that it initiated seems pretty clunky; there should be a way to create a hard link to the email).
Relatedly, and also probably just as clunky, but I've pondered "embedding" a unique identifier in each Excel-initiated email, that could be used to find it and link it back to a record in Excel. In an HTML email, I can add a string of numbers under my signature, in white text on a white background, and it's not perfect but in most cases should go unnoticed, and would allow my spreadsheet to positively identify it (as a reply to a particular email, etc.)
I know we're not supposed to ask for "advice" but I am hoping someone can point me in the right direction to something that may work for what I hope to accomplish.
Why not use the email's time sent (TIMESTAMP - MMDDYYYYHHSS), Recipient, and Subject Line as unique, identifying markers? Add these fields to your row data. Then, after email is sent, create a macro event that will:
Launch the Outlook App
Open the Sent Folder
Loop through all items
Filter email to the markers (Time, Recipient, Subject Line) of the active Excel row
Open the Email Item
Aside, my personal advice is to use a database like MS Access which works great with its siblings, Excel and Outlook. Also, it is designed to maintain relationships between data elements. Access could hold all the needed email content (emailID, recipient, subject, body, date, emailsent?) and with forms can provide AfterUpdate, ButtonClick, OnOpen events to manage the process of data entry, email process, data update, so on. If only you knew the increased productivity that comes with a relational database!
You can add a user property to the MailItem class. See the UserProperties collection for more information.
The automated systems add an ID to the end if the Subject line.