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 réponses
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.
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.