
Mail merge software that sends batches of personalized emails with personalized PDF attachments.
Mail merge software that sends batches of personalized emails with personalized PDF attachments.
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.
Dynamically generated PDFs are created and sent as an attachment to an email and/or saved to your file system.
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
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.
pdfMachine merge is highly configurable. The rows to email methods defines what the rows from the data source represent. Each row can correspond to an email, an attachment to an email, a page in a PDF attachment or a line item in a PDF. Read more about configuring the way rows can be used in pdfMachine merge here.
Each row in the data source produces a PDF that becomes an attachment to an email.
Consecutive rows in the data source that have the same email address will have a PDF created for each row. The PDFs are sent as an attachment in an email.
Consecutive rows in the data source that have the same email address will have a PDF created for each row. The PDFS are appended together to form a single PDF. The PDF is sent as an attachment in an email.
Consecutive rows in the data source that have the same email address will have a PDF created for each row. The PDFs are sent as an attachment in an email.
pdfMachine merge can be configured to send emails with no attachments, one attachment or multiple attachments in each email. Multiple personalized PDFs can be dynamically created and attached to a single email. Existing files can also be attached. Or a mix of existing files and generate files can be attached.
PDF files that you already have can also be attached to the email.
The same file can be attached to all emails by entering a direct path name.
The file can be different for each email (using a merge field to designate the file name).
Existing PDFs can be password protected or have a stamp/watermark applied to them.
Before sending out your emails you can run in test mode.
Sometimes you might not want to embed the attachments in the email, just send a link. This cuts down on email size and may increase deliverability. For details, please read: Email attachment upload.
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.
Profiles can be exported to a zip file. Exported profiles can then be imported by pdfMachine merge. This is useful for copying profiles from one pdfMachine merge installation to another.
A history of merges performed is maintained - making it easy to find emails you have previously sent.
Each PDF can be stamped with a unique stamp obtained from the data source.
PDF security can be set for both static (existing) and dynamically generated 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.
Powerful formatting capabilities. Filters can be applied to format the merge fields. Conditionals and looping allow you to format based on the content of the data.
Click here for instructions.
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.