Each row in a spreadsheet produces an email with one attached PDF

How to send certificates as attached PDF using mail merge.

This is a typical use of pdfMachine merge, where there is a one to one relationship between rows in the spreadsheet and emails sent. In this case a certificate of achievement is emailed to each person listed in the spreadsheet.

We have a video walking through the steps as well as each step listed below the video.

Video tutorial demonstrating how to use pdfMachine merge. A mail merge sends batches of emails with personalized PDF attachments. Emails can be sent using Extended MAPI, Outlook or SMTP.

Step 1. Create an Excel spreadsheet where the column headings are 'merge fields'. See how.


Step 2. Create a Powerpoint template.

We create a PowerPoint document called a template. Note the merge syntax, with merge field names surrounded by {{curly braces}}.

Step 3. In pdfMachine merge, press 'profiles' then the pink + button to create a new profile.



Step 4. Select the Excel or CSV you created as the 'data source'.



Step 5. Set 'rows to email' to 'each row creates an email'.



Step 6. Set the email merge field and email subject.



Step 7. Set the email body with merge fields surrounded by {{curly braces}}



Step 8. Add the Powerpoint document as a 'dynamic PDF attachment'.



Step 9. Start sending emails

Do a test first, sending a few emails to yourself. When happy with the results, start sending emails.