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Excel Batch-Email Manager

$79.00

Create bulk email directly from Excel using worksheet-based mailing lists. Each email is addressed individually for privacy, and customized using mail merge fields and values. Both HTML & plain text email is supported for an optimal experience.

Purchase License

Send batches of individually tailored emails from Excel.

Includes mail merge capabilities so each email can be customized. Turns Excel into an email client that works with your mail server.

The Excel Batch-Email Manager sends individual emails to multiple addresses based on lists of email addresses and related data on your Excel worksheet.  Email can be sent in both plain text and HTML mail formats (at the same time!)

To get started, all you need is a list of email addresses on a worksheet & the text or HTML of the email you want to send.

Features

  • Send batch email using worksheet-based lists of email addresses, names, and other custom text or attachments to include with each email.
  • Create an individual email for each email address listed on a worksheet
  • Text and HTML email formats are supported for the best email presentation for different email readers.
  • Mail-merge worksheet data into each email text. Use up to the first 182 columns on your worksheet as sources for your data.
  • Automatically skip specified email addresses.
  • Save multiple email templates to be reused.
  • Set up multiple email accounts to send from.
  • Include file attachments with your email messages.
  • Works with reports exported from QuickBooks containing email addresses, such as the customer and vendor contact list reports.
  • Works with our Donor Statements add-in to email statements instead of mailing them.
  • Works with our Excel Timesheet Link add-in to email time sheets directly to employees.
  • Includes default email server settings for:
    • Gmail
    • Office365
    • Outlook.com
    • Yahoo
    • Hotmail
    • AOL
    • AT&T
    • Bellsouth
    • Ameritech
    • Southwestern Bell
    • SBC
    • And others…
  • Also, supports manual configuration for most any SMTP email server using the email provider’s connection information.

Free Trial

Download this add-in for a free trial, which allows you to try before you buy. You can use the trial to test in your environment for a limited time. When you purchase, you’ll then use your product key to unlock the trial to the full version.

Screenshots

Release Notes

Review changes – most recent builds first


Upgrade to the latest latest build!

2.57: Update code that validates field values before sending email, including updated messaging. Various minor code improvements.

2.56: Re-enable sending to multiple email addresses found in multiple worksheet columns. You can now include multiple to, cc and bcc email addresses in one column, where email addresses are separated with a comma or semi-colon, and/or also specify multiple columns for each of these email address categories.

2.55: Resolve issue where new email templates weren’t being saved properly.

2.54: Add menu option and Ribbon button to check for updates.

2.53: Fix a bug that caused sending email from the Donor Statements tools to fail citing a connection method settings error. Updates to messaging around key entry.

2.52: Fix an issue that prevented proper saving of the Email Account list when a new account was set up from the Send Batch Email window. Fixed an issue that caused the default Account settings to not display as the Email Accounts window opened.

2.51: Allow for multiple email recipients when called from external applications. Slight changes to error messaging.

2.49: Resolve error stating “-6: The email account connection type is not valid.” when calling the Batch-Email Manager from the Donor Statements tool and other external applications. Minor updates to the Email Templates window.

2.48: Changes to the server connection type labels and help text. Changes to the installer to enable TLS 1.1 and TLS 1.2 on older Windows versions.

2.47: Updates to the documentation. Changes to the Email Account and Batch Email windows to make adding new records easier. Changes to saving email accounts to help ensure they’re complete.

2.46: Return a specific error number to other applications it they request mail sent with invalid parameters.

2.45: Major update that includes:

  • Replace the send mail technology. New tech enables easy mail account setup, now with support for STARTTLS, and TLS 1.2.
  • Support for more mail servers – including Outlook.com and Office365.
  • Easier to use configuration windows.
  • Updated documentation.

2.43: Add “Unattended send mode” option, which mutes all warning and error messages when sending email.

2.42: Upgrade the interface that sends email when working with the Donor Statements tools.

2.41: Updated trial messaging and end of trial behavior.  Changed the default server port for Yahoo.

2.39: Add help button to the email configuration dialog that inks to a help page on our site.

2.38: Rework email configuration dialog with help text. Add option to always use the email account from the current mail profile (it’s usually the only thing that works.)

2.37: Make sure older annual keys work properly with newer primary keys. Better alert messages when subscription is due or overdue. Add warning to delete key message to explain that it’s unusual to delete keys.

2.36: Changes to About & Purchase dialog and key validation.

2.34: Fix the in-product annual key link.

2.33: Change code that finds the app data folder.

2.32: Change how results are written back to worksheets to solve Excel hang after sending on some computers.

2.31: Solve issue where moving the progress dialog window caused email to stop being sent and Excel to hang.

2.29: Add Office365 default settings.

2.28: Set and correctly display good through date in About dialog for certain upgrade paths.

2.26: Removed a non-required component for better system compatibility.

2.25: Changes to find the windows user data folder more reliably.

2.23: Changes to About & Purchase dialog to handle more than one product key.

2.22: Changed default gmail server port.

2.21: Repackage the installer to fix an issue where it was triggering Norton Anti-Virus with a false positive.