Mail merge with different PDF attachments for each email
yesvert
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yesvert -
yesvert -
Hello,
I use a mail merge (Excel to Word) to generate invoices every month. Currently, I print them and send them by mail (300 monthly).
I would like to digitize all of this.
I found a macro that allows me to split the Word mail merge into individual PDF files.
I would now like each client to receive their email and invoice without having to manually send 300 emails.
I have seen different solutions, but each time it involves attaching the same document to the mail merge, which is not what I want.
Thank you for your help!
Configuration: Windows / Edge 100.0.1185.50
I use a mail merge (Excel to Word) to generate invoices every month. Currently, I print them and send them by mail (300 monthly).
I would like to digitize all of this.
I found a macro that allows me to split the Word mail merge into individual PDF files.
I would now like each client to receive their email and invoice without having to manually send 300 emails.
I have seen different solutions, but each time it involves attaching the same document to the mail merge, which is not what I want.
Thank you for your help!
Configuration: Windows / Edge 100.0.1185.50
3 answers
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Instead of attaching the invoice as a PDF, you could provide a download link for the invoice...
It has advantages... since there’s no attachment, the email gets delivered faster and has no weight. If you add a tracker, you’ll know when the client downloaded their invoice....!
It’s very automated, but it does require significant setup (once and for all)...
If the client has an account on a retail site, you can also make their invoice available for download from their account.
