Question

I have a list of data, let’s say client information (Name, Email, Amount Owing etc.), stored in an Excel worksheet. My aim is to click a button in Excel and send each client their information in an Outlook Template.

1. create a mail object
2. set the mail object to the template file
3. setting and then filling in the template with data about the current client – mostly stuck here, not sure how to specify variables in a template and then relate to them in VBA
4. save to drafts for later review/send

e.g. Dear << clientname >> = Dear John Smith

My code thus far:

Dim myOlApp As Outlook.Application
Dim MyItem As Outlook.MailItem

Set myOlApp = CreateObject("Outlook.Application")
Set MyItem = myOlApp.CreateItemFromTemplate("C:\egTemplate.oft")

With MyItem
    .To = Worksheets("Clients").Range(1, 2)
    .Subject = "Monthly bill"
    'Refer to and fill in variable items in template
    .Save
End With

Set MyItem = Nothing
Set MyOlApp = Nothing

Answer 1

Here is what you can do :

With MyItem
    'Refer to and fill in variable items in template
    .Body = Replace(.Body, "<< clientname >>", Worksheets("Clients").Range(1, 2))
End With

or, if your mail is in HTML:

With MyItem
    'Refer to and fill in variable items in template
    .HTMLBody = Replace(.HTMLBody, "<< clientname >>",  Worksheets("Clients").Range(1, 2))
End With

Tested successfully on Excel / Outlook 2007