[Word] Upload List to Affect Parameters

[dday9]

I want to provide you with some background first. I'm a captive insurance agency owner and I'm currently running a campaign to try and cross-sell my current customers a life insurance policy. The filters that I'm using is that I only want to reach those that have their auto and homeowners insurance with me because the discount of having a life insurance combined with the two policies almost wash out the total premium of the life insurance and in some cases it completely offsets the premium. This is the content of the Word is:

Dear [name],
	I recently took a look at your policies that you have with us and found that you could have a life insurance policy where the total cost of the policy is almost nothing! This is what I found: 
Discounts
Auto: $[discount_auto]
Home: $[discount_home]

Premium
Non-Smoker: $[premium_nonsmoker]
Smoker: $[premium_smoker]

	This means that your total cost of the life insurance policy after the discounts can be as low as $[total_cost_nonsmoker] for non-smokers or $[total_cost_smoker] for smokers. Please call me as soon as you can to go over this.
Sincerely,
    David Day

If you notice in my document, I have items that I want to change based on values found in an Excel spreadsheet like: [name], [discount_auto], etc.

Is VBA appropriate for something like this and if so, how would I tackle this?

[jdc2000]

Are you planning on e-mailing this out or snail mailing it?

If you are using postal mail, you don't really need VBA, Word's mail-merge capabilities are perfectly adequate.

If you are e-mailing it, you could easily use Excel VBA to generate the e-mails.

You can also use a mass-emailing program like automail to send out the e-mails using a text file created from your Excel spreadsheet.

[dday9]

I'd use snail mail. I'll take a look at the mail-merge when I get back to the office on Monday.

[Spooman]

DDay

This is new for me too, but taking JD's mail-merge comment to heart, I got this far:

1. Excel



2. Word doc



To get there I did


1. Click Mailings
2. Click Select Recipients
3. Click Use an Existing List >> fill in the File name of your Excel doc
4. At Select Table dialogue box, click OK
5. Type "Dear "
6. Click Mailings >> Insert Merge Field
7. You should get a list of your Excel row 1 entries.



8. Select the field you want and click Insert. The <<First_Name>> field designation gets inserted automatically.

.. and away you go.

9. You can then click Mailings >> Preview Results

and get this ..



That's as far as I got.
Hope that gets you started.

Spoo