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pdfMachine merge

Mail merge software that sends batches of personalized emails with personalized PDF attachments.



pdfMachine merge

Creates and sends batches of personalized emails with personalized PDF attachments.

pdfMachine merge will insert the personalized details from a data source into your template to create individual, personalized emails and PDFs in bulk.

You no longer need to manually create these emails and attach the PDFs yourself.

pdfMachine merge is a utility that is licensed with pdfMachine ultimate

Watch the Explainer.

Watch a video to see how to use it

Or follow some specific examples.

The email body and PDF attachments for all of the emails have the same layout, however parts of the content are customized for the individual email. Data is automatically transferred from a data source such as Excel into a template producing a personalized PDF attachment to an email.

For example

  • each email can refer to the recipient by name
  • the attached PDF can have individual statement information, with line items
  • each PDF can have an individual password
  • an email can have multiple personalized PDFs attached
Read about more of the powerful features of pdfMachine merge here.

Features

Speed

pdfMachine merge is fast. Much faster than using Word to do a merge. This makes a big difference when you have a large number of emails to send.

Modes

Send an email for every row in the data source

This is the default mode. Each row in the data source file will generate an email with attachment(s) based on a single row of data.

Rows generate separate PDF attachments for an email.

Each row in the data source file will generate an attachment. Emails are grouped together on consecutive email address.

e.g. A student has completed 3 courses. One email with 3 attached certificates is required. The data source file has 3 rows which all have the same email address, but also has other fields which are course specific. In this case, 3 attachments will be generated and sent in a single email.

Rows are used as line items within the email / PDF attachment.

Consecutive rows in the data source file that have the same email address can be "bundled" together and only one email is sent per bundle.

Note: If you want to have a variable number of rows per email address in the data source file, we recommend using HTML templates with Liquid templating language and/or Javascript.

e.g An invoice or statement. The data source file has many rows which all have the same email address, but have other fields which are line item specific. In this case, a single attachment will be generated and sent in an email. The line item information can be inserted into the PDF or the email.

Static Attachments

As well as the PDF that is being created from the data source, you can attach files that already exist to the email. The files can be personal to an email (using a merge field to designate the file name). Or the same file can be attached to all emails by entering a direct path name.

Multiple files can be attached by using a , or ; separated list. File names with a comma or semi-colon are not valid.

Saved profiles

Multiple profiles can be created. Profile settings are saved making it easy to come back to the profile later. e.g. you might have one merge profile for a monthly statement you send out and another for an annual mail out.

Multiple PDF attachments

Allows zero or more personalized PDFs to be dynamically created and attached. Existing files can also be attached. These can be named specifically or referred to by a merge field allowing different existing attachments for different recipients. These can be named specifically or referred to by a merge field allowing different attachments for different recipients.

History

A history of merges performed is maintained - making it easy to find emails you have previously sent.

Personalized security

PDF security can be set for the attachments. Each PDF attachment can have its own security settings by using a merge field as the password. e.g. a password specific to a recipient.

Formatting

Powerful formatting capabilities using the Liquid templating language and/or Javascript within the HTML templates. Click for more details >>"

HTML email

The email body is produced using a WYSIWYG HTML editor making it easy to create good looking emails yet providing you with the power of HTML. Read here for more information on HTML emails.