PdfMachine merge is a powerful tool that can send bulk personalized emails with personalized PDF attachments. It can be configured to perform merging in multiple different ways.
1. Application case: Send the award certificate to each person listed in the spreadsheet via email.
This is a typical use of pdfMachine merge, where there is a one-to-one relationship between rows in a spreadsheet and the email being sent.
2. Application case: Send the certificate for each completed course to everyone in an email.
Each person may have completed multiple courses, so instead of sending them multiple emails with a single attachment, send them an email with multiple attachments.
3. Application case: Send an email to everyone, with an attachment containing a PDF (a letter) and another PDF (a certificate).
The recipient received two attachments based on different templates. The letter comes from a Word document, and the certificate comes from a PowerPoint presentation.
PdfMachine merge allows you to specify multiple dynamically generated PDF attachments.
4. Application case: A set of rows in a spreadsheet is considered as "row items" in an attached PDF.
Adjacent rows with the same email address in a spreadsheet are used to generate a single PDF invoice with line items. This is an advanced example, where the method of "email line" is "generating one or more lines of an email".
5. Application case: Use different templates based on the content of email merge fields.
Send different attachments based on the recipient's location.
6. Application case: Email Line - Each line is attached to the PDF.
Each row in the spreadsheet generates a PDF - however, if adjacent rows in the spreadsheet have the same email address, the PDFs are merged together and only one email with one attachment is sent.
7. Application case: Attach the same static (existing) file to every email sent.
In addition to dynamically generated PDFs, you can also attach existing files to every email sent. For example, sending the same file to everyone in the spreadsheet.
8. Application case: Attach different (existing) files to each email sent
You can attach existing files to every email you send. These files can vary from email to email. For example, an email comes with an existing file specific to the recipient. Use the merge fields in the spreadsheet to specify which file matches which email.
9. Application Case: Applying Passwords and Watermarks to PDF Files for Email Merge
You can apply security settings and/or stamps to the PDF files attached to each email sent. For example, a PDF is password protected and marked as confidential, and then sent as an email attachment.
10. Application Case: Creating a Data Source for Mail Merge
How to create an Excel or CSV data source for mail merge operations.
11. Application case: Copy and merge configuration files and rename them
12. Application case: Generate a batch of PDFs, with the exception of each having a unique digital seal, everything else being the same
13. Application case: Each generated PDF contains a customized chart
PdfMachine merge email merge to generate custom content PDF attachment tool software
