Mar 27 2023 01:45 PM
Have a sheet with 30k rows of customer requests and trying to figure out how to use VBA to find requests that have a specific account number in column G and then emailing each corresponding row containing that account number to x amount of recipients... I am lost. The farthest I have gotten is getting that data copied to another sheet.
Information about the data: Each entire row is just one clients information, the account number is always and only in column G and clients will have data in multiple rows as separate requests. Any help would be appreciated... I am out of my league, but slowly learning. Searched for hours on this one and the closest I was able to find was this video, but cannot figure out how to modify it for my data.
Filter data, save and send results as an email with VBA in Excel - YouTube
Mar 27 2023 03:33 PM
@Jss88 I recommend you check out this video tutorial. They have a great template for doing a mail merge but using excel and therefore able to use filters in excel to determine the mail merge criteria (or at least that is what I seem to recall):
https://www.youtube.com/watch?v=URF3ikW0Svc
Mar 27 2023 03:37 PM
Mar 30 2023 05:39 AM
Sounds like you want to merge the data into the email message body rather than into a document.
Below is a link to a video demo of a tool (Visual CUT) that caters to your use case. It can burst Excel data and email each row, each group of rows, or all rows as HTML table or cell tokens that you can place in the email message.
Disclosure: I'm the developer of that tool.
It requires no coding. In Excel, you simply add a True/False expression in a column called ' Include' to indicate what rows to include. You can schedule the process or trigger it manually.
Mar 30 2023 05:57 AM
If I may add additionally, you can use VBA to find rows that contain specific information in a column and automatically email it.
Here’s an example code that you can use:
Sub SendEmail()
Dim OutApp As Object
Dim OutMail As Object
Dim cell As Range
Dim strto As String
Dim strcc As String
Dim strbcc As String
Dim strsub As String
Dim strbody As String
Set OutApp = CreateObject("Outlook.Application")
For Each cell In Range("G1:G" & Cells(Rows.Count, "G").End(xlUp).Row)
If cell.Value = "specific account number" Then
Set OutMail = OutApp.CreateItem(0)
strto = "email address removed for privacy reasons"
strcc = "email address removed for privacy reasons"
strbcc = ""
strsub = "Subject"
strbody = "Body"
On Error Resume Next
With OutMail
.To = strto
.CC = strcc
.BCC = strbcc
.Subject = strsub
.Body = strbody & vbNewLine & vbNewLine & _
"Row: " & cell.Row & vbNewLine & _
"Account Number: " & cell.Value & vbNewLine & _
"Client Information: " & cell.EntireRow.Value
.Send 'or use .Display
End With
On Error GoTo 0
Set OutMail = Nothing
End If
Next cell
Set OutApp = Nothing
End Sub
In this code, you can replace "specific account number" with the account number that you want to find. You can also replace "email address removed for privacy reasons" and "email address removed for privacy reasons" with the email addresses that you want to send the email to. You can modify the subject and body of the email as well.
This code loops through all cells in column G and checks if the value matches the specific account number. If it does, it creates an email with the row number, account number, and client information of that row. It then sends the email to the specified email addresses.
I hope this helps!