Mail merge is a method used to create multiple documents for mass
mailing with little effort. The documents have identical layout, formatting, text, and
graphics that are defined in a template. The final documents each have different
personal information within them. The specific data for each document is provided in a
data source that works with the template. The data source is typically an Excel or CSV
file. The template is created once and then each individual document is created by
pulling in data from the rows in the data source. The result is a batch of personalised
Email merge is a mail merge where the documents are automatically emailed out to the specified email address(es) in the data source.
Broadgun Software provides software and services to perform mass emailing of personalized emails merges personalized PDF attachments.
pdfMachine merge is a tool which will mass email personalized PDF attachments. A CSV or Excel data source is used as the personal content in the email and PDF.
Using Word, PowerPoint, HTML or Excel create a template with the layout, formatting, text, and graphics that is common to all of the documents to be mailed.
Insert 'merge fields' as placeholders in the template where the personalized information for each document will be inserted.
Create or download an Excel or CSV file that has the data that will change for each document.
Each column is a merge field. Each row holds the data for a new document.
Create a body with the layout, formatting and text that will be common to all emails. Insert merge fields as placeholders for the information that will be personal to each email.
Data sources hold the information that is pulled in during a mail merge to personalized the individual emails and documents. They can be created manually or produced by reporting from an existing system, database or application. pdfMachine merge accepts data sources in Excel or CSV format.
These will be known as merge fields. The merge fields will be the column names in the data source. They must be placed in the first row of the data source.
pdfMachine merge can be configured so that either:
Make sure there are no blank rows until the end of the data source.
Return to instructions on how to perform a mail merge.