Automate Sending Emails From Excel
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- 225 KB File Size
- August 23, 2020 Updated
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Template Updated August 16, 2020:
The updated versions now works in all countries with different data settings
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How to create emails in Excel?
Step 1. Download and open this template
Step 2. Add attachments (if required)
- Click Email tab > add attachment
- Select file to add as an attachment then click open.
Note: If you need to delete an attachment, simply delete its corresponding filename and path text in the [email attachment table].
Step 3. Complete template email table
- Fill out [To, BCC, CC, Email Subject, Email Body] columns. How you fill these out depends on how you intend to send the emails, therefore it is recommended to read step 4 before completing this step.
Step 4. Create Email
You have the following four options to create emails
- Creates a draft group email and displays this for you to edit or send. Please see group email notes below to understand how this email is configured.
- Creates and immediately send a group email. Please see group email notes below to understand how this email is configured.
- Creates draft emails for every row with a [To] email address in the [Email Template Table]. Each email drafted is displayed on your screen so may not be desirable to draft too many individual emails. Please see individual email notes below to understand how these emails are configured.
- Creates and sends emails for every row with a [To] email address in the [Email Template Table]. Please see individual email notes below to understand how these emails are configured.
What are group emails?
- Group email option creates a single email to all [To, CC, BCC].
- Only uses the top row [Email Subject] and [Email Body] of the email template table only.
- Email includes all attachments in the [Email attachment table]
Example of draft group email
What are individual emails?
- Individual email option creates separate emails for every single row that contains a [To] email address. Email details are taken from each row.
- Each email includes all attachments in the [Email attachment table]
Example of draft individual emails
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