Step 10: Create a message in the Message box. Step 9: Go to Email Options and check the Automatically send Adobe PDF files by Email box. Step 6: Click the Insert Merge Fields option, then customize your document further if required. Step 5: Now click the Select Recipients option, as well as select your data source (Excel File or CSV). Step 1: Open Word and prepare your mail merge PDF. Let’s look at the steps to accomplish mail merges with each method below: Mail Merge a PDF with Word From here, you can accomplish a mail merge of the PDF with Microsoft Word, Adobe, manually in Gmail, or with an app that automates the process.Īdditional Reading: How to Do a Mail Merge in Gmail The first thing you need is the PDF document that you want to send, of course.

Have your mail merge live within minutes. Right Inbox’s mail merge feature makes it easier than ever to set up a mail merge. The mail merge technique is used for various purposes: mailing labels, personalized messages, documents, mass email campaigns, and more. What is Mail Merge?Ī mail merge is the creation of various documents from a single data source or template. That way, you can simplify and streamline the process now and going forward. In this article we will discuss what mail merge is and how to send PDF attachments with it using the most common methods. It can be overwhelming at first if you don’t know where to start. You could be sending assignments to students, marketing documents to prospects, or anything in between.

Sending a lot of personalized emails? Need to do a mail merge with PDF attachments to unique recipients? There are several reasons you might want to do this.

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