What you'll learn

Accountants

Administration

Students

Business owners

Freelancers

Requirements

No programming skills are needed, even beginners in excel can follow easily.

Description

The concept of mail merge is really old one, however, this new concept will change your view of what mail merge is all about. This is because we will not use Microsoft Word at all.Surprising ElementsIf you are surprised by this, then let me tell you what this course will achieve. You will be able to create pdf files of your invoices/bills with just a click and not just this, you will also be able to send these bills to your customers'/recipients' emails with custom messages. Isn't this interesting?If not, then know one thing more, you will learn to send bills to all of your customers with a single click. Interestingly, there will not be any issues of formatting related to number, percentages or even dates. This will set you apart from those who only rely on tools and can't use a combination of both.This learning can be applied to multiple scenarios like billing, promotional messages, promotional emails, cold messaging, employees communication, followers engagements, training emails and so much more.Practicing MaterialEverything you need to practice the exercise is available here. You will just need to download a single excel file with sample data in it. of course you can design and use your own sample data. Target AudienceThis course is designed to cater the needs of variety of persons including accountants, administration and marketing personnel, sales agents, marketing agencies as well as freelancers.Pre-requisitesYou just need to have a running Microsoft Excel and outlook of any version. This automation will work perfectly with the older versions to the latest ones like office 365. Of course you will need a pdf reader to open your pdf files.

Overview

Section 1: Introduction

Lecture 1 Understanding the problem on hand

Lecture 2 Understanding the data

Section 2: Automating your billing sheet with Formulas

Lecture 3 Creating your first dynamic dropdown

Lecture 4 Use Vlookup formula to pick values

Lecture 5 Create magic with dynamic Vlookup

Section 3: Your first VB code to convert Bills to PDF

Lecture 6 The problem with conventional mail merge

Lecture 7 VB code to create pdf files on the go

Lecture 8 Testing code and debugging

Lecture 9 Creating button to run codes from Excel file directly

Section 4: Writing VB code for sending emails through outlook

Lecture 10 Defining objects in VB code

Lecture 11 Coding to create email for each customer

Lecture 12 Writing email body and attaching the pdf file

Lecture 13 Closing the objects and testing the code

Lecture 14 Making other adjustments and running the code

Section 5: Modify the code to make it dynamic for all Customers

Lecture 15 Understanding the issue of our current VB code

Lecture 16 Automating the dropdown with VB FOR loop

Lecture 17 Testing and running the new code

What You'll Discover: Excel Mastery: Dive deep into Excel functionalities specifically tailored for mail merging. VBA Essentials: Grasp the basics of VBA to automate your tasks in Excel. Excel to PDF: Learn how to seamlessly convert your Excel sheets into PDF format. Email Automation: Discover how to send these PDFs as attachments through Outlook with a single click.