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pdfMachine installs with a set of simple examples. There are a number of ways to get started for a simple merge:
To perform a merge:
- Step 1. Create a Merge Profile
- Step 2. Connect your data source
- Step 3. Create the email and attachment template (Word, PowerPoint or HTML)
- Step 4. Send the Emails
Try out with an example that has similarities to what you want to do, eg if you have a Word document as your template then try the Word example, if you have a HTML template then select the HTML template.
The following example modifies the example for a Powerpoint template. The example provided with pdfMachine merge to email personalized PDF certificates. These steps show you how to customise the data to your needs.
Step 1. Create a Merge Profile
From the Merge Profiles window, copy and rename the "Test Profile - PowerPoint template"
Step 2. Connect a data source
The first section describes the data source. The data source holds the personalized information for each email that will be sent.
Create a data source of your own with personalized data. The column headings name the Merge Fields while the rows contain the personalized information. Use the Select File button to select your new data source.
Step 3. Create the email and attachment template
The next section describes the email that will be sent. Setup the recipients, the subject and the body.
The next section describes the PDFs that will be dynamically generated to have your personalized information in them.
Edit the contents to reflect the way you want the PDF to look.
Step 4. Send the Emails
From the Send Emails window you can either test your merge or send it.
Select Start Merge
When the merge is completed you can check the Merge Run Results to see if your profile is correct and complete.
Then go back to the Merge Profile and make changes to reflect your required mail merge. When you are satisfied with the result you can perform the Send in Live Mode and actually send the emails out to your customers.