Skip to main content

v4.0

by Urs Ziegler

Introduction

Send emails using excel list. Emails can be fully configured individually. Works with or without attachments, even with individual attachments and individual emails.

  1. Excel file with: Firstname    Lastname    Email Attachment: name of attachment without extension.
    • Excel file with: Firstname Lastname Email

    • Attachment: name of attachment without extension.

    • Only needed if an attachment is used for the mailing

    • For individual attachment, use individual names, otherwise just use the one single name for the attachment

    • Example to compute individual Attachment names: = A2 & "_" & B2

    • Additional fields are optional. Numbers, dates best formatted as text!

  2. Skip if no individual attachments needed. For individual Attachments, use Mail Merge in Word.
    • Skip if no individual attachments needed.

    • For individual Attachments, use Mail Merge in Word.

    • Use the wizard if new to the Mail Merge.

    • Use the previous excel as a source.

    • Merge to Foxit PDF

    • PDF File Name: choose the Attachment field from your excel.

    • Save all PDFs in a directory on onedrive.

  3. open Microsoft 365 in your web browser Select Power Automate Edit Mail merge
    • open Microsoft 365 in your web browser

    • Select Power Automate

    • Edit Mail merge

    • You may need to connect your onedrive and email the first time you use a flow.

    • Select: Location, Library, Excel and Excel Table

    • Write your email

    • Dynamic fields (from the excel loaded in the step before) can be selected to add email addresses into the To field, or using dynamic content in your email.

    • Save and run your modified flow. Emails to all entries in the excel will be sent.

    • open Microsoft 365 in your web browser. Select Power Automate.

    • Edit Mail merge with individual attachments

    • Modify List rows present in a table

    • Modify List files in folder

    • Modify send an email to user if attachment name in excel = name of file

    • Check if Compare excel Attachment Name to Name of File if you changed the header Attachment in your excel file.

    • use the next steps for a detailed walk through instead of the video.

  4. open Microsoft 365 in your web browser and edit Mail merge with individual attachments in your flows. New line.You may need to connect your onedrive and email the first time you use a flow. Select: Location, Library, Excel and Excel Table
    • open Microsoft 365 in your web browser and edit Mail merge with individual attachments in your flows.

    • New line.You may need to connect your onedrive and email the first time you use a flow.

    • Select: Location, Library, Excel and Excel Table

    • Modify List files in folder

  5. Check that the header for the attachment in the excel file matches this comparison. All headers of the excel list are listed in the dynamic content. Compose your email. Fields from your excel list are found using the Dynamic Content.
    • Check that the header for the attachment in the excel file matches this comparison.

    • All headers of the excel list are listed in the dynamic content.

    • Compose your email. Fields from your excel list are found using the Dynamic Content.

    • Attachment name: Dynamic content from the List file in folder.

    • Attachment document: Dynamic content from the Get file content.

    • Save your flow and run it. Best practice: test it first with know email addresses.

Finish Line

Urs Ziegler

Member since: 04/12/2019

1,750 Reputation

13 Guides authored

Team

ZMB Staff Member of ZMB Staff

11 Members

139 Guides authored

0 Comments

Add Comment

View Statistics:

Past 24 Hours: 0

Past 7 Days: 1

Past 30 Days: 10

All Time: 69