Example Uses

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.

Use Case: A certificate of achievement is emailed to each person listed in the spreadsheet.

This is a typical use of pdfMachine merge, where there is a one to one relationship between rows in the spreadsheet and emails sent.

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Use Case: A certificate for each course completed is emailed in a single email to each person.

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.

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Use Case: Sending an email to each person with one PDF attachment (a letter) and another PDF attachment (a certificate).

The recipient receives two attachments that are based on different templates. The letter is derived from a Word document and the certificate from a Powerpoint presentation.

pdfMachine merge allows you to designate multiple dynamically generated PDF attachments.

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Use Case: A group of rows in the spreadsheet are treated as 'line items' in the attached PDF.


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'.

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Use Case: Rows to email - each row appends to the PDF.

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.

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Use Case: Attach the same static (existing) file to each email sent.

Along with the dynamically generated PDFs, you can attach files that already exist to each email sent. e.g The same file is sent to each person in the spreadsheet.

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Use Case: Attach different (existing) files for each email sent

You can attach files that already exist to each email sent. These files can be different for each email. e.g A n existing file specific to the recipient is sent with each email. Merge fields from the spreadsheet are used to specify which file goes with which email.

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Use Case: Apply a password and a watermark to PDF files to be mail merged

You can apply security settings and/or stamps to the PDF files that are attached to each email sent. e.g A PDF is password protected and stamped as confidential then sent as an email attachment.

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Use Case: Create a data source for a mail merge

How to create an Excel or CSV data source for a mail merge operation.

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Use Case: Copy a merge profile and rename it

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Use Case: Produce a batch of PDFs that are the same except each one has a unique number stamp

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