Mail merge macros New to BCM 2/27/2007 2:00:10 PM I'm just learning how to write macros in Outlook 2007. My goal is to automate the mail merge process to take creating an envelope for a contact down to clicking a button on the toolbar vs. the multiple clicks currently required. If anyone has this figured out already, I'd appreciate it and I can get to my next task.

Re: Mail merge macros "Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> 2/27/2007 7:36:25 PM I am assuming your question is not specific to BCM. You might want to try microsoft.public.outlook.program_vba forum. That NG is all about writing macros and VBA code for Outlook. -- Mukesh Agarwal [MSFT] Visit team blog at http://blogs.msdn.com/bcm This posting is provided "AS IS" with no warranties, and confers no rights "New to BCM" <NewtoBCM[ at ]discussions.microsoft.com> wrote in message news:DA55F9CC-EB2A-4098-A46B-1AC7248B554F[ at ]microsoft.com... [Quoted Text] > I'm just learning how to write macros in Outlook 2007. My goal is to > automate the mail merge process to take creating an envelope for a contact > down to clicking a button on the toolbar vs. the multiple clicks currently > required. If anyone has this figured out already, I'd appreciate it and I > can get to my next task.

Re: Mail merge macros "Clinton Ford [MSFT]" <ClintonFordMSFT[ at ]discussions.microsoft.com> 2/28/2007 1:32:49 AM Below are two macros to send e-mail or letters your Business Contacts. Running these macros opens a new Marketing Campaign with all the fields completed. Click "Launch" to open Word, then click "Finish and Merge". To create a Word e-mail or letter template: 1.) From the Word Ribbon, select "Insert | Quick Parts | Field | Categories:Mail Merge" 2.) Select AddressBlock or use MergeField to select specific fields (e.g. First_Name, Last_Name, Business_Phone, etc.) 3.) Change the template file path in the macro below to point to your Word file To create these buttons on your Outlook toolbar: 1.) Verify that your security settings will prompt you to run unsigned macros by selecting "Tools | Trust Center..." from the main Outlook window. Then click "Macro Security" and select "Warnings for all macros" and click "OK" 2.) Create a Macro from the main Outlook window by selecting "Tools | Macro | Macros..." 3.) Type "Note" as the Macro Name, then click "Create" 4.) The Visual Basic editing window will open. On the left-hand side is a project navigation pane. Right-click on the top-level item named "Project1" and select "Project1 Properties..." 5.) Change "Project1" to "Business" and click "OK" 6.) In the main code area, you'll see "Sub Note()", followed by "End Sub". Replace those two lines with the VBA code below, then click Save. 7.) Close the Visual Basic window to return to Outlook 8.) Right-click on the Outlook toolbar and click "Customize..." 9.) Select the "Commands" tab, select the "Macro" from the Categories list, then drag "Business.Letter" and "Business.Email" to the standard Outlook toolbar and click "Close" on the "Customize" dialog. 10.) Select a business contact or account, then click the "Business.Email" button. '////////////////////////////////////////////////////////////////////////// ' Create a New Business E-mail for the selected Business Contact or Account Sub Email() ' E-MAIL TEMPLATE: If you use an e-mail template, enter its path here Const emailFilePath = "C:\E-mail Thank You.docx" OpenCampaign True, emailFilePath End Sub ' Create a New Business Letter for the selected Business Contact or Account Sub Letter() ' LETTER TEMPLATE: If you use a letter template, enter its path here Const letterFilePath = "C:\Thank You.docx" OpenCampaign False, letterFilePath End Sub ' Open a new Marketing Campaign with the appropriate settings Sub OpenCampaign(Email As Boolean, contentFilePath As String) ' Get a reference to the MAPI namespace Dim objNS As Outlook.NameSpace Set objNS = Application.GetNamespace("MAPI") ' Get a reference to the currently selected Outlook folder Dim currentFolder As Outlook.Folder Set currentFolder = Application.ActiveExplorer.currentFolder ' Make sure at least one item is selected If Application.ActiveExplorer Is Nothing Then MsgBox "Please select an item" Exit Sub End If If Application.ActiveExplorer.selection Is Nothing Then MsgBox "Please select an item" Exit Sub End If ' Get a reference to the currently selected item Dim oItem As Object Set oItem = Application.ActiveExplorer.selection(1) If oItem Is Nothing Then MsgBox "Please select an item" Exit Sub End If ' Get the selected item's EntryID Dim parentEntryID As String ' Verify that this item is located in the Business Contact ' Manager Outlook Store If 1 = InStr(1, currentFolder.FullFolderPath, _ "\\Business Contact Manager\", vbTextCompare) Then ' Only get the EntryID if this is a Business Contact, Account, ' Opportunity, or Business Project If oItem.MessageClass = "IPM.Contact.BCM.Contact" Or _ oItem.MessageClass = "IPM.Contact.BCM.Account" Then parentEntryID = oItem.EntryID End If End If ' If we didn't find a valid EntryID, notify the user If parentEntryID = "" Then MsgBox "Please select a Business Contact or Account" Exit Sub End If ' Get the root BCM folder Dim olFolders As Outlook.Folders Dim bcmRootFolder As Outlook.Folder Set olFolders = objNS.Session.Folders Set bcmRootFolder = olFolders("Business Contact Manager") ' Locate the Marketing Campaigns folder Dim marketingCampaignFolder As Outlook.Folder Set marketingCampaignFolder = _ bcmRootFolder.Folders("Marketing Campaigns") ' Create a new Marketing Campaign Const MarketingCampaignMessageClass = "IPM.Task.BCM.Campaign" Dim newMarketingCampaign As Outlook.TaskItem Set newMarketingCampaign = _ marketingCampaignFolder.Items.Add(MarketingCampaignMessageClass) ' Campaign Code Dim campaignCode As Outlook.userProperty Set campaignCode = newMarketingCampaign.ItemProperties("Campaign Code") If campaignCode Is Nothing Then Set campaignCode = _ newMarketingCampaign.ItemProperties.Add("Campaign Code", _ olText, False, False) End If campaignCode.value = CStr(Now()) ' Campaign Type Dim campaignType As Outlook.userProperty Set campaignType = _ newMarketingCampaign.ItemProperties("Campaign Type") If campaignType Is Nothing Then Set campaignType = _ newMarketingCampaign.ItemProperties.Add("Campaign Type", _ olText, False, False) End If ' Delivery Method Dim deliveryMethod As Outlook.userProperty Set deliveryMethod = _ newMarketingCampaign.ItemProperties("Delivery Method") If deliveryMethod Is Nothing Then Set deliveryMethod = _ newMarketingCampaign.ItemProperties.Add("Delivery Method", _ olText, False, False) End If ' See if this is an e-mail or print letter Dim title As String If Email Then title = "E-mail" campaignType.value = "E-mail" deliveryMethod.value = "Word E-Mail Merge" Else title = "Letter" campaignType.value = "Direct Mail Print" deliveryMethod.value = "Word Mail Merge" End If ' Marketing Campaign Title title = title & " to " & oItem.FullName newMarketingCampaign.subject = title ' Content File Dim contentFile As Outlook.userProperty Set contentFile = newMarketingCampaign.ItemProperties("Content File") If contentFile Is Nothing Then Set contentFile = _ newMarketingCampaign.ItemProperties.Add("Content File", _ olText, False, False) End If contentFile.value = contentFilePath ' FormQuerySelection Dim formQuerySelection As Outlook.userProperty Set formQuerySelection = _ newMarketingCampaign.ItemProperties("FormQuerySelection") If formQuerySelection Is Nothing Then Set formQuerySelection = _ newMarketingCampaign.ItemProperties.Add("FormQuerySelection", _ olInteger, False, False) End If formQuerySelection.value = 9 ' Custom Query ' Recipient List XML Dim recipientListXML As Outlook.userProperty Set recipientListXML = _ newMarketingCampaign.ItemProperties("Recipient List XML") If recipientListXML Is Nothing Then Set recipientListXML = _ newMarketingCampaign.ItemProperties.Add("Recipient List XML", _ olText, False, False) End If ' Use these XML properties for BCM Contacts or Accounts Dim strRecipients strRecipients = _ "<ArrayOfCampaignRecipient>" & _ " <CampaignRecipient>" & _ " <EntryID>" & oItem.EntryID & "</EntryID>" & _ " </CampaignRecipient>" ' If there is more than one recipient, add the remainder to the list If Application.ActiveExplorer.selection.Count > 1 Then Dim i As Integer For i = 2 To Application.ActiveExplorer.selection.Count Set oItem = Application.ActiveExplorer.selection(i) If oItem Is Nothing Then MsgBox "Please select a Business Contact or Account" Exit Sub End If strRecipients = strRecipients & _ " <CampaignRecipient>" & _ " <EntryID>" & oItem.EntryID & "</EntryID>" & _ " </CampaignRecipient>" Next End If ' Close the recipient list strRecipients = strRecipients & _ "</ArrayOfCampaignRecipient>" ' Use these XML properties for an external list of leads Dim strExternalRecipients strExternalRecipients = _ "<ArrayOfCampaignRecipient>" & _ " <CampaignRecipient>" & _ " <FileAs>Ashton, Chris</FileAs>" & _ " <EmailAddress>cashton[ at ]contosopharm.com</EmailAddress>" & _ " </CampaignRecipient>" & _ "</ArrayOfCampaignRecipient>" ' Set the Recipient List XML recipientListXML.value = strRecipients ' Save the marketing campaign newMarketingCampaign.Save ' Launch the new marketing campaign newMarketingCampaign.Display (False) Set recipientListXML = Nothing Set formQuerySelection = Nothing Set deliveryMethod = Nothing Set contentFile = Nothing Set campaignType = Nothing Set campaignCode = Nothing Set newMarketingCampaign = Nothing Set marketingCampaignFolder = Nothing Set bcmfolder = Nothing Set olFolders = Nothing Set oItem = Nothing Set currentFolder = Nothing Set objNS = Nothing End Sub '//////////////////////////////////////////////////////////////////////////

Re: Mail merge macros Ed Marmon <unlisted[ at ].com.com> 2/28/2007 4:27:47 AM Clinton, THIS is the kind of thing every Act! and Goldmine emigre is looking for. THIS is the kind of thing that bridges the jumpability-gap, the difference between "BCM is almost what I can use to break free of my current CRM",and "if only"... If you guys had a repository of just a dozen or 2 of these codes, that let people add just that extra bit of customizability to BCM ( since we;ve been used to customizable data entry forms all along which outlook really hasnt got in that form ), it would be a lot better. Take a breather from offering new templates at office.com with those little puppies, stamps and business form letters, and build a small group of these VBA scripts--for dummies-- now that would be a resource worth having.

Re: Mail merge macros New to BCM 2/28/2007 4:17:12 PM Clinton, It doesn't look like it's working completely. I have entries in the campaign folder and Sync folder. Does this help ID where I missed something? "Clinton Ford [MSFT]" wrote: [Quoted Text] > Below are two macros to send e-mail or letters your Business Contacts. Running these macros opens a new Marketing Campaign with all > the fields completed. Click "Launch" to open Word, then click "Finish and Merge". > > To create a Word e-mail or letter template: > 1.) From the Word Ribbon, select "Insert | Quick Parts | Field | Categories:Mail Merge" > 2.) Select AddressBlock or use MergeField to select specific fields (e.g. First_Name, Last_Name, Business_Phone, etc.) > 3.) Change the template file path in the macro below to point to your Word file > > To create these buttons on your Outlook toolbar: > 1.) Verify that your security settings will prompt you to run unsigned macros by selecting > "Tools | Trust Center..." from the main Outlook window. > Then click "Macro Security" and select "Warnings for all macros" and click "OK" > 2.) Create a Macro from the main Outlook window by selecting "Tools | Macro | Macros..." > 3.) Type "Note" as the Macro Name, then click "Create" > 4.) The Visual Basic editing window will open. On the left-hand side is a project navigation pane. > Right-click on the top-level item named "Project1" and select "Project1 Properties..." > 5.) Change "Project1" to "Business" and click "OK" > 6.) In the main code area, you'll see "Sub Note()", followed by "End Sub". > Replace those two lines with the VBA code below, then click Save. > 7.) Close the Visual Basic window to return to Outlook > 8.) Right-click on the Outlook toolbar and click "Customize..." > 9.) Select the "Commands" tab, select the "Macro" from the Categories list, > then drag "Business.Letter" and "Business.Email" to the standard Outlook toolbar and click "Close" > on the "Customize" dialog. > 10.) Select a business contact or account, then click the "Business.Email" button. > > > '////////////////////////////////////////////////////////////////////////// > ' Create a New Business E-mail for the selected Business Contact or Account > Sub Email() > ' E-MAIL TEMPLATE: If you use an e-mail template, enter its path here > Const emailFilePath = "C:\E-mail Thank You.docx" > OpenCampaign True, emailFilePath > End Sub > > ' Create a New Business Letter for the selected Business Contact or Account > Sub Letter() > ' LETTER TEMPLATE: If you use a letter template, enter its path here > Const letterFilePath = "C:\Thank You.docx" > OpenCampaign False, letterFilePath > End Sub > > ' Open a new Marketing Campaign with the appropriate settings > Sub OpenCampaign(Email As Boolean, contentFilePath As String) > > ' Get a reference to the MAPI namespace > Dim objNS As Outlook.NameSpace > Set objNS = Application.GetNamespace("MAPI") > > ' Get a reference to the currently selected Outlook folder > Dim currentFolder As Outlook.Folder > Set currentFolder = Application.ActiveExplorer.currentFolder > > ' Make sure at least one item is selected > If Application.ActiveExplorer Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > If Application.ActiveExplorer.selection Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > > ' Get a reference to the currently selected item > Dim oItem As Object > Set oItem = Application.ActiveExplorer.selection(1) > If oItem Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > > ' Get the selected item's EntryID > Dim parentEntryID As String > ' Verify that this item is located in the Business Contact > ' Manager Outlook Store > If 1 = InStr(1, currentFolder.FullFolderPath, _ > "\\Business Contact Manager\", vbTextCompare) Then > ' Only get the EntryID if this is a Business Contact, Account, > ' Opportunity, or Business Project > If oItem.MessageClass = "IPM.Contact.BCM.Contact" Or _ > oItem.MessageClass = "IPM.Contact.BCM.Account" Then > parentEntryID = oItem.EntryID > End If > End If > > ' If we didn't find a valid EntryID, notify the user > If parentEntryID = "" Then > MsgBox "Please select a Business Contact or Account" > Exit Sub > End If > > ' Get the root BCM folder > Dim olFolders As Outlook.Folders > Dim bcmRootFolder As Outlook.Folder > Set olFolders = objNS.Session.Folders > Set bcmRootFolder = olFolders("Business Contact Manager") > > ' Locate the Marketing Campaigns folder > Dim marketingCampaignFolder As Outlook.Folder > Set marketingCampaignFolder = _ > bcmRootFolder.Folders("Marketing Campaigns") > > ' Create a new Marketing Campaign > Const MarketingCampaignMessageClass = "IPM.Task.BCM.Campaign" > Dim newMarketingCampaign As Outlook.TaskItem > Set newMarketingCampaign = _ > marketingCampaignFolder.Items.Add(MarketingCampaignMessageClass) > > ' Campaign Code > Dim campaignCode As Outlook.userProperty > Set campaignCode = newMarketingCampaign.ItemProperties("Campaign Code") > If campaignCode Is Nothing Then > Set campaignCode = _ > newMarketingCampaign.ItemProperties.Add("Campaign Code", _ > olText, False, False) > End If > campaignCode.value = CStr(Now()) > > ' Campaign Type > Dim campaignType As Outlook.userProperty > Set campaignType = _ > newMarketingCampaign.ItemProperties("Campaign Type") > If campaignType Is Nothing Then > Set campaignType = _ > newMarketingCampaign.ItemProperties.Add("Campaign Type", _ > olText, False, False) > End If > > ' Delivery Method > Dim deliveryMethod As Outlook.userProperty > Set deliveryMethod = _ > newMarketingCampaign.ItemProperties("Delivery Method") > If deliveryMethod Is Nothing Then > Set deliveryMethod = _ > newMarketingCampaign.ItemProperties.Add("Delivery Method", _ > olText, False, False) > End If > > ' See if this is an e-mail or print letter > Dim title As String > If Email Then > title = "E-mail" > campaignType.value = "E-mail" > deliveryMethod.value = "Word E-Mail Merge" > Else > title = "Letter" > campaignType.value = "Direct Mail Print" > deliveryMethod.value = "Word Mail Merge" > End If > > ' Marketing Campaign Title > title = title & " to " & oItem.FullName > newMarketingCampaign.subject = title > > ' Content File > Dim contentFile As Outlook.userProperty > Set contentFile = newMarketingCampaign.ItemProperties("Content File") > If contentFile Is Nothing Then > Set contentFile = _ > newMarketingCampaign.ItemProperties.Add("Content File", _ > olText, False, False) > End If > contentFile.value = contentFilePath > > ' FormQuerySelection > Dim formQuerySelection As Outlook.userProperty > Set formQuerySelection = _ > newMarketingCampaign.ItemProperties("FormQuerySelection") > If formQuerySelection Is Nothing Then > Set formQuerySelection = _ > newMarketingCampaign.ItemProperties.Add("FormQuerySelection", _ > olInteger, False, False) > End If > formQuerySelection.value = 9 ' Custom Query > > ' Recipient List XML > Dim recipientListXML As Outlook.userProperty > Set recipientListXML = _ > newMarketingCampaign.ItemProperties("Recipient List XML") > If recipientListXML Is Nothing Then > Set recipientListXML = _ > newMarketingCampaign.ItemProperties.Add("Recipient List XML", _ > olText, False, False) > End If > ' Use these XML properties for BCM Contacts or Accounts > Dim strRecipients > strRecipients = _ > "<ArrayOfCampaignRecipient>" & _ > " <CampaignRecipient>" & _ > " <EntryID>" & oItem.EntryID & "</EntryID>" & _ > " </CampaignRecipient>" > ' If there is more than one recipient, add the remainder to the list > If Application.ActiveExplorer.selection.Count > 1 Then > Dim i As Integer > For i = 2 To Application.ActiveExplorer.selection.Count > Set oItem = Application.ActiveExplorer.selection(i) > If oItem Is Nothing Then > MsgBox "Please select a Business Contact or Account" > Exit Sub > End If > strRecipients = strRecipients & _ > " <CampaignRecipient>" & _ > " <EntryID>" & oItem.EntryID & "</EntryID>" & _ > " </CampaignRecipient>" > Next > End If > ' Close the recipient list > strRecipients = strRecipients & _ > "</ArrayOfCampaignRecipient>" > > ' Use these XML properties for an external list of leads > Dim strExternalRecipients > strExternalRecipients = _ > "<ArrayOfCampaignRecipient>" & _ > " <CampaignRecipient>" & _ > " <FileAs>Ashton, Chris</FileAs>" & _ > " <EmailAddress>cashton[ at ]contosopharm.com</EmailAddress>" & _ > " </CampaignRecipient>" & _ > "</ArrayOfCampaignRecipient>" > > ' Set the Recipient List XML > recipientListXML.value = strRecipients > > ' Save the marketing campaign > newMarketingCampaign.Save > > ' Launch the new marketing campaign > newMarketingCampaign.Display (False) > > Set recipientListXML = Nothing > Set formQuerySelection = Nothing > Set deliveryMethod = Nothing > Set contentFile = Nothing > Set campaignType = Nothing > Set campaignCode = Nothing > Set newMarketingCampaign = Nothing > Set marketingCampaignFolder = Nothing > Set bcmfolder = Nothing > Set olFolders = Nothing > Set oItem = Nothing > Set currentFolder = Nothing > Set objNS = Nothing > End Sub > '////////////////////////////////////////////////////////////////////////// > > >

Re: Mail merge macros New to BCM 2/28/2007 4:26:21 PM Where do I click 'Launch' and 'Finish and Merge?' "Clinton Ford [MSFT]" wrote: [Quoted Text] > Below are two macros to send e-mail or letters your Business Contacts. Running these macros opens a new Marketing Campaign with all > the fields completed. Click "Launch" to open Word, then click "Finish and Merge". > > To create a Word e-mail or letter template: > 1.) From the Word Ribbon, select "Insert | Quick Parts | Field | Categories:Mail Merge" > 2.) Select AddressBlock or use MergeField to select specific fields (e.g. First_Name, Last_Name, Business_Phone, etc.) > 3.) Change the template file path in the macro below to point to your Word file > > To create these buttons on your Outlook toolbar: > 1.) Verify that your security settings will prompt you to run unsigned macros by selecting > "Tools | Trust Center..." from the main Outlook window. > Then click "Macro Security" and select "Warnings for all macros" and click "OK" > 2.) Create a Macro from the main Outlook window by selecting "Tools | Macro | Macros..." > 3.) Type "Note" as the Macro Name, then click "Create" > 4.) The Visual Basic editing window will open. On the left-hand side is a project navigation pane. > Right-click on the top-level item named "Project1" and select "Project1 Properties..." > 5.) Change "Project1" to "Business" and click "OK" > 6.) In the main code area, you'll see "Sub Note()", followed by "End Sub". > Replace those two lines with the VBA code below, then click Save. > 7.) Close the Visual Basic window to return to Outlook > 8.) Right-click on the Outlook toolbar and click "Customize..." > 9.) Select the "Commands" tab, select the "Macro" from the Categories list, > then drag "Business.Letter" and "Business.Email" to the standard Outlook toolbar and click "Close" > on the "Customize" dialog. > 10.) Select a business contact or account, then click the "Business.Email" button. > > > '////////////////////////////////////////////////////////////////////////// > ' Create a New Business E-mail for the selected Business Contact or Account > Sub Email() > ' E-MAIL TEMPLATE: If you use an e-mail template, enter its path here > Const emailFilePath = "C:\E-mail Thank You.docx" > OpenCampaign True, emailFilePath > End Sub > > ' Create a New Business Letter for the selected Business Contact or Account > Sub Letter() > ' LETTER TEMPLATE: If you use a letter template, enter its path here > Const letterFilePath = "C:\Thank You.docx" > OpenCampaign False, letterFilePath > End Sub > > ' Open a new Marketing Campaign with the appropriate settings > Sub OpenCampaign(Email As Boolean, contentFilePath As String) > > ' Get a reference to the MAPI namespace > Dim objNS As Outlook.NameSpace > Set objNS = Application.GetNamespace("MAPI") > > ' Get a reference to the currently selected Outlook folder > Dim currentFolder As Outlook.Folder > Set currentFolder = Application.ActiveExplorer.currentFolder > > ' Make sure at least one item is selected > If Application.ActiveExplorer Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > If Application.ActiveExplorer.selection Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > > ' Get a reference to the currently selected item > Dim oItem As Object > Set oItem = Application.ActiveExplorer.selection(1) > If oItem Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > > ' Get the selected item's EntryID > Dim parentEntryID As String > ' Verify that this item is located in the Business Contact > ' Manager Outlook Store > If 1 = InStr(1, currentFolder.FullFolderPath, _ > "\\Business Contact Manager\", vbTextCompare) Then > ' Only get the EntryID if this is a Business Contact, Account, > ' Opportunity, or Business Project > If oItem.MessageClass = "IPM.Contact.BCM.Contact" Or _ > oItem.MessageClass = "IPM.Contact.BCM.Account" Then > parentEntryID = oItem.EntryID > End If > End If > > ' If we didn't find a valid EntryID, notify the user > If parentEntryID = "" Then > MsgBox "Please select a Business Contact or Account" > Exit Sub > End If > > ' Get the root BCM folder > Dim olFolders As Outlook.Folders > Dim bcmRootFolder As Outlook.Folder > Set olFolders = objNS.Session.Folders > Set bcmRootFolder = olFolders("Business Contact Manager") > > ' Locate the Marketing Campaigns folder > Dim marketingCampaignFolder As Outlook.Folder > Set marketingCampaignFolder = _ > bcmRootFolder.Folders("Marketing Campaigns") > > ' Create a new Marketing Campaign > Const MarketingCampaignMessageClass = "IPM.Task.BCM.Campaign" > Dim newMarketingCampaign As Outlook.TaskItem > Set newMarketingCampaign = _ > marketingCampaignFolder.Items.Add(MarketingCampaignMessageClass) > > ' Campaign Code > Dim campaignCode As Outlook.userProperty > Set campaignCode = newMarketingCampaign.ItemProperties("Campaign Code") > If campaignCode Is Nothing Then > Set campaignCode = _ > newMarketingCampaign.ItemProperties.Add("Campaign Code", _ > olText, False, False) > End If > campaignCode.value = CStr(Now()) > > ' Campaign Type > Dim campaignType As Outlook.userProperty > Set campaignType = _ > newMarketingCampaign.ItemProperties("Campaign Type") > If campaignType Is Nothing Then > Set campaignType = _ > newMarketingCampaign.ItemProperties.Add("Campaign Type", _ > olText, False, False) > End If > > ' Delivery Method > Dim deliveryMethod As Outlook.userProperty > Set deliveryMethod = _ > newMarketingCampaign.ItemProperties("Delivery Method") > If deliveryMethod Is Nothing Then > Set deliveryMethod = _ > newMarketingCampaign.ItemProperties.Add("Delivery Method", _ > olText, False, False) > End If > > ' See if this is an e-mail or print letter > Dim title As String > If Email Then > title = "E-mail" > campaignType.value = "E-mail" > deliveryMethod.value = "Word E-Mail Merge" > Else > title = "Letter" > campaignType.value = "Direct Mail Print" > deliveryMethod.value = "Word Mail Merge" > End If > > ' Marketing Campaign Title > title = title & " to " & oItem.FullName > newMarketingCampaign.subject = title > > ' Content File > Dim contentFile As Outlook.userProperty > Set contentFile = newMarketingCampaign.ItemProperties("Content File") > If contentFile Is Nothing Then > Set contentFile = _ > newMarketingCampaign.ItemProperties.Add("Content File", _ > olText, False, False) > End If > contentFile.value = contentFilePath > > ' FormQuerySelection > Dim formQuerySelection As Outlook.userProperty > Set formQuerySelection = _ > newMarketingCampaign.ItemProperties("FormQuerySelection") > If formQuerySelection Is Nothing Then > Set formQuerySelection = _ > newMarketingCampaign.ItemProperties.Add("FormQuerySelection", _ > olInteger, False, False) > End If > formQuerySelection.value = 9 ' Custom Query > > ' Recipient List XML > Dim recipientListXML As Outlook.userProperty > Set recipientListXML = _ > newMarketingCampaign.ItemProperties("Recipient List XML") > If recipientListXML Is Nothing Then > Set recipientListXML = _ > newMarketingCampaign.ItemProperties.Add("Recipient List XML", _ > olText, False, False) > End If > ' Use these XML properties for BCM Contacts or Accounts > Dim strRecipients > strRecipients = _ > "<ArrayOfCampaignRecipient>" & _ > " <CampaignRecipient>" & _ > " <EntryID>" & oItem.EntryID & "</EntryID>" & _ > " </CampaignRecipient>" > ' If there is more than one recipient, add the remainder to the list > If Application.ActiveExplorer.selection.Count > 1 Then > Dim i As Integer > For i = 2 To Application.ActiveExplorer.selection.Count > Set oItem = Application.ActiveExplorer.selection(i) > If oItem Is Nothing Then > MsgBox "Please select a Business Contact or Account" > Exit Sub > End If > strRecipients = strRecipients & _ > " <CampaignRecipient>" & _ > " <EntryID>" & oItem.EntryID & "</EntryID>" & _ > " </CampaignRecipient>" > Next > End If > ' Close the recipient list > strRecipients = strRecipients & _ > "</ArrayOfCampaignRecipient>" > > ' Use these XML properties for an external list of leads > Dim strExternalRecipients > strExternalRecipients = _ > "<ArrayOfCampaignRecipient>" & _ > " <CampaignRecipient>" & _ > " <FileAs>Ashton, Chris</FileAs>" & _ > " <EmailAddress>cashton[ at ]contosopharm.com</EmailAddress>" & _ > " </CampaignRecipient>" & _ > "</ArrayOfCampaignRecipient>" > > ' Set the Recipient List XML > recipientListXML.value = strRecipients > > ' Save the marketing campaign > newMarketingCampaign.Save > > ' Launch the new marketing campaign > newMarketingCampaign.Display (False) > > Set recipientListXML = Nothing > Set formQuerySelection = Nothing > Set deliveryMethod = Nothing > Set contentFile = Nothing > Set campaignType = Nothing > Set campaignCode = Nothing > Set newMarketingCampaign = Nothing > Set marketingCampaignFolder = Nothing > Set bcmfolder = Nothing > Set olFolders = Nothing > Set oItem = Nothing > Set currentFolder = Nothing > Set objNS = Nothing > End Sub > '////////////////////////////////////////////////////////////////////////// > > >

Re: Mail merge macros New to BCM 2/28/2007 4:46:20 PM I found the Launch once I opened the campaign, and found my way into Word (with no data) but even if it worked as directed, it still takes too many clicks to replicate what ACT did in 2 for a simple envelope. I know this doesn't compare to the effort in fixing a water main break in freezing weather, but in this environment, every click counts. "Clinton Ford [MSFT]" wrote: [Quoted Text] > Below are two macros to send e-mail or letters your Business Contacts. Running these macros opens a new Marketing Campaign with all > the fields completed. Click "Launch" to open Word, then click "Finish and Merge". > > To create a Word e-mail or letter template: > 1.) From the Word Ribbon, select "Insert | Quick Parts | Field | Categories:Mail Merge" > 2.) Select AddressBlock or use MergeField to select specific fields (e.g. First_Name, Last_Name, Business_Phone, etc.) > 3.) Change the template file path in the macro below to point to your Word file > > To create these buttons on your Outlook toolbar: > 1.) Verify that your security settings will prompt you to run unsigned macros by selecting > "Tools | Trust Center..." from the main Outlook window. > Then click "Macro Security" and select "Warnings for all macros" and click "OK" > 2.) Create a Macro from the main Outlook window by selecting "Tools | Macro | Macros..." > 3.) Type "Note" as the Macro Name, then click "Create" > 4.) The Visual Basic editing window will open. On the left-hand side is a project navigation pane. > Right-click on the top-level item named "Project1" and select "Project1 Properties..." > 5.) Change "Project1" to "Business" and click "OK" > 6.) In the main code area, you'll see "Sub Note()", followed by "End Sub". > Replace those two lines with the VBA code below, then click Save. > 7.) Close the Visual Basic window to return to Outlook > 8.) Right-click on the Outlook toolbar and click "Customize..." > 9.) Select the "Commands" tab, select the "Macro" from the Categories list, > then drag "Business.Letter" and "Business.Email" to the standard Outlook toolbar and click "Close" > on the "Customize" dialog. > 10.) Select a business contact or account, then click the "Business.Email" button. > > > '////////////////////////////////////////////////////////////////////////// > ' Create a New Business E-mail for the selected Business Contact or Account > Sub Email() > ' E-MAIL TEMPLATE: If you use an e-mail template, enter its path here > Const emailFilePath = "C:\E-mail Thank You.docx" > OpenCampaign True, emailFilePath > End Sub > > ' Create a New Business Letter for the selected Business Contact or Account > Sub Letter() > ' LETTER TEMPLATE: If you use a letter template, enter its path here > Const letterFilePath = "C:\Thank You.docx" > OpenCampaign False, letterFilePath > End Sub > > ' Open a new Marketing Campaign with the appropriate settings > Sub OpenCampaign(Email As Boolean, contentFilePath As String) > > ' Get a reference to the MAPI namespace > Dim objNS As Outlook.NameSpace > Set objNS = Application.GetNamespace("MAPI") > > ' Get a reference to the currently selected Outlook folder > Dim currentFolder As Outlook.Folder > Set currentFolder = Application.ActiveExplorer.currentFolder > > ' Make sure at least one item is selected > If Application.ActiveExplorer Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > If Application.ActiveExplorer.selection Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > > ' Get a reference to the currently selected item > Dim oItem As Object > Set oItem = Application.ActiveExplorer.selection(1) > If oItem Is Nothing Then > MsgBox "Please select an item" > Exit Sub > End If > > ' Get the selected item's EntryID > Dim parentEntryID As String > ' Verify that this item is located in the Business Contact > ' Manager Outlook Store > If 1 = InStr(1, currentFolder.FullFolderPath, _ > "\\Business Contact Manager\", vbTextCompare) Then > ' Only get the EntryID if this is a Business Contact, Account, > ' Opportunity, or Business Project > If oItem.MessageClass = "IPM.Contact.BCM.Contact" Or _ > oItem.MessageClass = "IPM.Contact.BCM.Account" Then > parentEntryID = oItem.EntryID > End If > End If > > ' If we didn't find a valid EntryID, notify the user > If parentEntryID = "" Then > MsgBox "Please select a Business Contact or Account" > Exit Sub > End If > > ' Get the root BCM folder > Dim olFolders As Outlook.Folders > Dim bcmRootFolder As Outlook.Folder > Set olFolders = objNS.Session.Folders > Set bcmRootFolder = olFolders("Business Contact Manager") > > ' Locate the Marketing Campaigns folder > Dim marketingCampaignFolder As Outlook.Folder > Set marketingCampaignFolder = _ > bcmRootFolder.Folders("Marketing Campaigns") > > ' Create a new Marketing Campaign > Const MarketingCampaignMessageClass = "IPM.Task.BCM.Campaign" > Dim newMarketingCampaign As Outlook.TaskItem > Set newMarketingCampaign = _ > marketingCampaignFolder.Items.Add(MarketingCampaignMessageClass) > > ' Campaign Code > Dim campaignCode As Outlook.userProperty > Set campaignCode = newMarketingCampaign.ItemProperties("Campaign Code") > If campaignCode Is Nothing Then > Set campaignCode = _ > newMarketingCampaign.ItemProperties.Add("Campaign Code", _ > olText, False, False) > End If > campaignCode.value = CStr(Now()) > > ' Campaign Type > Dim campaignType As Outlook.userProperty > Set campaignType = _ > newMarketingCampaign.ItemProperties("Campaign Type") > If campaignType Is Nothing Then > Set campaignType = _ > newMarketingCampaign.ItemProperties.Add("Campaign Type", _ > olText, False, False) > End If > > ' Delivery Method > Dim deliveryMethod As Outlook.userProperty > Set deliveryMethod = _ > newMarketingCampaign.ItemProperties("Delivery Method") > If deliveryMethod Is Nothing Then > Set deliveryMethod = _ > newMarketingCampaign.ItemProperties.Add("Delivery Method", _ > olText, False, False) > End If > > ' See if this is an e-mail or print letter > Dim title As String > If Email Then > title = "E-mail" > campaignType.value = "E-mail" > deliveryMethod.value = "Word E-Mail Merge" > Else > title = "Letter" > campaignType.value = "Direct Mail Print" > deliveryMethod.value = "Word Mail Merge" > End If > > ' Marketing Campaign Title > title = title & " to " & oItem.FullName > newMarketingCampaign.subject = title > > ' Content File > Dim contentFile As Outlook.userProperty > Set contentFile = newMarketingCampaign.ItemProperties("Content File") > If contentFile Is Nothing Then > Set contentFile = _ > newMarketingCampaign.ItemProperties.Add("Content File", _ > olText, False, False) > End If > contentFile.value = contentFilePath > > ' FormQuerySelection > Dim formQuerySelection As Outlook.userProperty > Set formQuerySelection = _ > newMarketingCampaign.ItemProperties("FormQuerySelection") > If formQuerySelection Is Nothing Then > Set formQuerySelection = _ > newMarketingCampaign.ItemProperties.Add("FormQuerySelection", _ > olInteger, False, False) > End If > formQuerySelection.value = 9 ' Custom Query > > ' Recipient List XML > Dim recipientListXML As Outlook.userProperty > Set recipientListXML = _ > newMarketingCampaign.ItemProperties("Recipient List XML") > If recipientListXML Is Nothing Then > Set recipientListXML = _ > newMarketingCampaign.ItemProperties.Add("Recipient List XML", _ > olText, False, False) > End If > ' Use these XML properties for BCM Contacts or Accounts > Dim strRecipients > strRecipients = _ > "<ArrayOfCampaignRecipient>" & _ > " <CampaignRecipient>" & _ > " <EntryID>" & oItem.EntryID & "</EntryID>" & _ > " </CampaignRecipient>" > ' If there is more than one recipient, add the remainder to the list > If Application.ActiveExplorer.selection.Count > 1 Then > Dim i As Integer > For i = 2 To Application.ActiveExplorer.selection.Count > Set oItem = Application.ActiveExplorer.selection(i) > If oItem Is Nothing Then > MsgBox "Please select a Business Contact or Account" > Exit Sub > End If > strRecipients = strRecipients & _ > " <CampaignRecipient>" & _ > " <EntryID>" & oItem.EntryID & "</EntryID>" & _ > " </CampaignRecipient>" > Next > End If > ' Close the recipient list > strRecipients = strRecipients & _ > "</ArrayOfCampaignRecipient>" > > ' Use these XML properties for an external list of leads > Dim strExternalRecipients > strExternalRecipients = _ > "<ArrayOfCampaignRecipient>" & _ > " <CampaignRecipient>" & _ > " <FileAs>Ashton, Chris</FileAs>" & _ > " <EmailAddress>cashton[ at ]contosopharm.com</EmailAddress>" & _ > " </CampaignRecipient>" & _ > "</ArrayOfCampaignRecipient>" > > ' Set the Recipient List XML > recipientListXML.value = strRecipients > > ' Save the marketing campaign > newMarketingCampaign.Save > > ' Launch the new marketing campaign > newMarketingCampaign.Display (False) > > Set recipientListXML = Nothing > Set formQuerySelection = Nothing > Set deliveryMethod = Nothing > Set contentFile = Nothing > Set campaignType = Nothing > Set campaignCode = Nothing > Set newMarketingCampaign = Nothing > Set marketingCampaignFolder = Nothing > Set bcmfolder = Nothing > Set olFolders = Nothing > Set oItem = Nothing > Set currentFolder = Nothing > Set objNS = Nothing > End Sub > '////////////////////////////////////////////////////////////////////////// > > >