pdfMachine merge is a powerful tool which sends batches of personalized emails with personalized PDF attachments. It can be configured to perform the merges in a number of different ways.
This is a typical use of pdfMachine merge, where there is a one to one relationship between rows in the spreadsheet and emails sent.Go to example
Each person may have completed a number of courses, so instead of sending them multiple emails with a single attachment, one email is sent with multiple attachments.Go to example
The grades PDF is derived from a Word document and the certificate from a Powerpoint presentation.
pdfMachine merge allows you to send any number of dynamically generated PDF attachments.Go to example
Adjacent rows in the spreadsheet with the same email address are used to produce a single PDF invoice with line items. This is an advanced example where the 'rows to email' method is 'One or more rows generates a email'. This example also demonstrates use of a HTML file as a template.Go to example
Each row in the spreadsheet produces a PDF - however if adjacent rows in the spreadsheet have the same email address, the PDFs are combined together and only one email with one attachment is sent. This is an advanced example where the 'rows to email' method is 'Each row appends to the PDF attachment'.Go to example
Along with the dynamically generated PDF's, you can attach static files to each email sent. i.e. The same files are sent to each person in the spreadsheet.Go to example
How to create an Excel or CSV data source for a mail merge operation.Go to example