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Thursday, January 6, 2022

How to Add an Excel Shape to Outlook Mail by VBA

Two spreadsheets I am most proud of are my Super Bowl SquaresGame Generator and my College Football Bowl Prediction Pool Manager (Bowl Pick’em Game). I’ve put a lot of time and features into these free templates. However, I still get many requests to add even more features. One of the most asked questions is “how can I share the leaderboard results when all the players aren’t connected to the same network?” I would normally respond with how I do it: “I take a screenshot of the scoreboard and manually email it to the players.” Then it dawned on me – why not automate this process to make it easy for everyone to use? Why not automatically add a picture of the Excel sheet into an email?

There are two methods I can think of off the top of my head for attaching an image into an email with a macro, and here are the pros and cons of each:

  1. The picture is saved on your PC (or needs to be saved by the macro before inserting into the email)  – but either way you have to know the location of the file.
  2. Copy and paste an image already in your spreadsheet into an email. Does not require saving the image. But you must know the shape name so the macro can find it.

For today’s tutorial, I am going to show you how to use the #2 method. 

A thread on method #1 can be found here: https://stackoverflow.com/questions/44869790/embed-picture-in-outlook-mail-body-excel-vba

You can read along or scroll down to watch the video below. Again, for this method to insert an image from a spreadsheet into an email, the image must already be created and named manually so the macro knows what image within the sheet to use.

Name the Shape or Image You Want to Copy and Paste From Excel into Email

First, I need to have a linked image in my spreadsheet that will be copied to the email. Highlight the area (the cells) that you want to have an image of, in my example the scoreboard of my Super Bowl Squares sheet. Next, I created a new sheet within my workbook where I will collect the emails of all the players. I right click, paste special, linked picture. Select the image. Under page layout go to Selection Pane. Rename the picture “Preview1” or some other descriptive name. This is what the macro will use to identify which picture to attach to the email.

I also want to allow the user the option to include a hyperlink to the Excel workbook in the email or not. To do this, I create a checkbox in Excel by going to the developer tab, insert, ActiveX controls, Check Box.

 

How to Add an Excel Shape to Outlook Mail by VBA

Attach Image to Email Excel Macro Code

Now it’s time to write the VBA macro that will automatically send an email to all the players with a picture of the latest scoreboard – all at the click of a button!

I’ve previously shared how to send an email from an Excel sheet but this is my first time attaching an image. Below is the full code with my comments explaining what is happening along the way.

Sub SendEmailUpdate()

'Optimize Macro Speed

  Application.ScreenUpdating = False

  Application.EnableEvents = False

  Application.Calculation = xlCalculationManual

 

'define the workbook, location, and name

Dim Wb1 As Workbook

Set Wb1 = ThisWorkbook

 

Dim OwnerName As String

OwnerName = Application.UserName

 

Dim FileLoc As String

FileLoc = Wb1.FullName

 

Dim WorkbookName As String

WorkbookName = Wb1.Name

 

'SendEmailTo will count the number of people who the email will be sent to

Dim SendEmailTo As Integer

SendEmailTo = 0

 

'we will store all the email addresses in one long string then insert them into the TO line of the email later

Dim ToPerson As String

ToPerson = ""

 

'loop through all players in column A of the Send Scoreboard sheet (up to 100 players max)

Dim x As Integer

For x = 2 To 101

 

    ' get the emails to fill in the TO line

    If Not IsEmpty(Wb1.Worksheets("Send Scoreboard").Range("A" & x).Value) Then

    ToPerson = Wb1.Worksheets("Send Scoreboard").Range("A" & x) & "; " & ToPerson

    SendEmailTo = SendEmailTo + 1

    Else

    'MsgBox "email is blank"

    'NoSEnd = NoSEnd + 1

    End If

   

    ' get the emails to fill in the CC line

    'If Not IsEmpty(WB3.Worksheets(1).Range(CCCol & PICRow).Value) Then

    'CCPerson = WB3.Worksheets(1).Range("D" & PICRow) & "; " & CCPerson

    'CCEmail = CCEmail + 1

    'Else

    'End If

 

Next

 

MsgBox "Email will be sent to " & SendEmailTo & " recipients."

 

how to send email from excel

'get the named Image to attach to the email and copy it

Set oPreview = Wb1.Worksheets("Send Scoreboard").Shapes("Preview1")

oPreview.CopyPicture ' oPreview is now in Clipboard

 

'launch Outlook

    Dim xOutApp As Object

    Dim xOutMail As Object

    Dim xMailBody As String

  

    On Error Resume Next

   

    Set xOutApp = CreateObject("Outlook.Application")

    Set xOutMail = xOutApp.CreateItem(0)

  

'for html email

 

If Wb1.Worksheets("Send Scoreboard").CheckBox1.Value = True Then

    'include the link to the spreadsheet

    xMailBody = "Hello everyone! <br><br>" & "The SuperBowl Squares scoreboard has been updated. You can access the sheet by clicking the link below. <br><br>" & _

    "Link: <br><br>" & "<a href=" & Chr(34) & FileLoc & Chr(34) & " > " & WorkbookName & " </a> " & "<br><br>" & _

    "Thanks for playing," & "<br><br>" & OwnerName

Else

    'false, no link

    xMailBody = "Hello everyone! <br><br>" & "The SuperBowl Squares scoreboard has been updated. Please see the below image: <br><br>" & _

    "Thanks for playing," & "<br><br>" & OwnerName

End If

 

 

    On Error Resume Next

   

    With xOutMail

        .To = ToPerson

        '.CC = CCPerson

        .BCC = ""

        .Subject = WorkbookName

        '.Body = xMailBody

        .HTMLBody = xMailBody

        .Display   'or use .Send

 Quick Note: To use the clipboard to copy and paste the picture into email, you need an Outlook mail editor which can deal with the clipboard. Here I use WordEditor for example. The WordEditor property of the Inspector class returns an instance of the Document class from the Word object model which represents the Body of your email: https://docs.microsoft.com/en-us/previous-versions/office/developer/office-2007/dd492012(v=office.12)?redirectedfrom=MSD

       

        Set oInspector = .GetInspector

        Set oWdDoc = oInspector.WordEditor

   

        Set oWdContent = oWdDoc.Content

        Set oWdRng = oWdDoc.Paragraphs(1).Range

        'oWdRng.InsertBefore "This is a test"

        oWdRng.InsertParagraphAfter

        oWdRng.InsertParagraphAfter

 

        Set oWdRng = oWdDoc.Paragraphs(3).Range

        oWdRng.Paste ' paste from oPreview Clipboard

 

        olFormatHTML = 2

        .BodyFormat = olFormatHTML ' change to HTML

       

    End With

   

    On Error GoTo 0

   

    Set xOutMail = Nothing

    Set xOutApp = Nothing

'---------------------------------------------------------------

ResetSettings:

  'Reset Macro Optimization Settings

    Application.EnableEvents = True

    Application.Calculation = xlCalculationAutomatic

    Application.ScreenUpdating = True

End Sub

See the attach image to email macro in action:

 


Here's what the email created from the Excel macro looks like:


Now, when the user clicks a button on the sheet, it will draft an Outlook email to all recipients listed in range A2:A101 inserted in the TO line.  The body of the email will be slightly different depending on if the user clicked the checkbox if they want to include the link to the sheet or not. The preview image will automatically be copied and pasted into the email by the VBA macro.

Hope that helps! If you have any questions, please feel free to ask using the comment form below.

1 comment:

  1. How would you make it work if you change the ".Display to .Send" on the email portion?

    ReplyDelete

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-Nick