Step by step - Creating an Email from Access

This example shows how to create an email-template, with in the body newsletters, invoices, invitations or what else to as many people as desired.

One email - an invitation - for sending to many, separated,  adresses 

It is always needed to have the database open with the form or datasheet you want to use the information from. And you have already installed the MailMerge Addin. If not see Installation and activation. So:

1. Mail Merge > New > Email

This starts the Mail Merge Wizard with the option <Email> preselected.

2.1  Give a name to the process indicating what type of email will be created.

2.2 Check <all records> in the data source to be selected as it is in this example for a newsletter, in most cases sent to many adresses. For just an example it is possible to overrule this choice later, by selecting one or two records to be processed.

2.3 Press Next button (->)

3.1 <To> whom will the email be sent. This field can use expressions.

3.2 What should go in the <Subject> of the email. This field can use expressions.

3.3 Select how you want to fill the body of the email (see Creating an Email using the content of a field or control). In this section the relevant options are <HTML> or <Plain text>, we select <HTML>.

3.4 Press <Edit> to start the HTML editor (or text-). You can insert items such as fields and functions in the text. You can also insert images which are included in the email.

3.5 Use <Preview> to see what the resulting email will be like.

3.6 Press Next button (->)

4. Press <Create template and process> button. In this case only the process is created. From now on the saved email process is visible from the Process Selection dialog, accessible via Mail Merge > Open, and can be started from there. Before pressing run select one or a few records to be processed as we select <all records> earlier in the process and for now we don't want to see them all.

Result: