Generate emails from Excel on certain dates
Hello,
I keep a list of transactions in Excel which includes info on the transaction, i.e. item, price, cutomer name, etc. and the customer's email address. I'd like to generate a standard follow-up email to the customer say two weeks after the transaction. Is there a way I can do that from Excel?
I keep a list of transactions in Excel which includes info on the transaction, i.e. item, price, cutomer name, etc. and the customer's email address. I'd like to generate a standard follow-up email to the customer say two weeks after the transaction. Is there a way I can do that from Excel?
ASKER
So in terms of process
Dave
- You entere a transaction date in column A
- When the file is opened it should send an email to the person in column R if the current date exeeds the column A date by two weeks (and if the person has not been emailed before)
Dave
ASKER CERTIFIED SOLUTION
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
ASKER
That's great, thank you. Two questions; can I use this macro in Excel 2007 as is and will it automatically send the emails at the beginning of the day each day or do I need to launch the macro?
The macro will run fine in Excel 2007
The macro will launch automatically when you open the file. Would you open it each day?
Cheers
Dave
The macro will launch automatically when you open the file. Would you open it each day?
Cheers
Dave
ASKER
yes, I will shut it down at the end of the day 9 out of 10 days...
ASKER
Great work, super fast
Thx for the grade :)
In your cas, we need to indentify how to trigger the email, probably on Workbook open checking against dates, and using a market to esnure that the email is only sent once
Can you pls upload a sample workbook
Cheers
Dave