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

See Examples

Dynamically generated PDFs are created and sent as an attachment to an email and/or saved to your file system.

Dynamically generated PDFs

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.

Rows to Emails methods

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 sends an email.

Each row in the data source produces a PDF that becomes an attachment to an email.

See Example

Each row creates an attachment.

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.

See Example

Each row appends to the PDF attachment.

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.

See Example

Each row in the data behaves as a line item in the email body and PDF.

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.

See Example

Variable number of PDF attachments

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.

See Example

Attach existing PDFs

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.

See Example

The file can be different for each email (using a merge field to designate the file name).

See Example

Existing PDFs can be password protected or have a stamp/watermark applied to them.

See Example

Test mode

Before sending out your emails you can run in test mode.

  • Generate documents only, no emails sent.
  • Send some or all emails to a test email address.

Upload email attachments to Google Drive or Broadgun Servers

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.

Save the profile for next time

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.

History

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

Personalized stamps

Each PDF can be stamped with a unique stamp obtained from the data source.

See Example

Personalized security

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.

See Example

Formatting

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.

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.