Personalized PDF File Attachments

How to add personalized PDF file attachments to a mail merge?

This article describes how to create personalized PDF file attachments for each data row in Google Sheets to enable both the file attachment and the email body to be personalized for each email recipient.

From Google Docs

Step 1: Click Show Email Settings

In Google Docs, click on Show Email Settings in the Mail Merge sidebar.

This opens the email settings menu, which contains options to use your document template as a gmail PDF attachment with mail merge.

Step 2: Select Send Doc as PDF Attachment check box

Select Send Doc as PDF Attachment check box.

This enables you to mail merge a PDF email attachment, rather than using your document template as the email body.

Step 3: Click Write Email Body

Click on Write Email Body.

This opens the Email Body Template dialog box where you can write the email body to send with your mail merge PDF attachments.

Step 4: Create email body template

Create your email body template.

This is the email body that is sent along with your personalized mail merge PDF attachments.

Step 5: Insert and format text or *|merge fields|*

Insert *|merge fields|* into your email body template by clicking in the desired location within the template, selecting a field from the Merge Field drop-down menu, and clicking on Add.

Repeat this step for all required *|merge fields|*.

*|Merge fields|* are the column names found in the first row of data in your Google Sheet. You can change the (font, color, size, etc.) of the *|merge fields|* in your email body template as you would for regular text. You can further customize your email body template by adding images and hyperlinks.

Step 6: Click Save

Click on Save to apply the changes.

Step 7: Click Set Filename

Click on Set Filename to open the Attachment's Filename dialog box, where you can select a filename for your mail merge PDF attachment for gmail.

Step 8: Select filename option

Select from the drop-down menu one of the options below:

Step 9: Decide filename

Decide a filename for your file attachment:

The option you select determines the filename used when the mail merge PDF attachments are sent.

Step 10: Click Save

Click on Save to apply the changes to save the filename settings for your personalized mail merge PDF attachments.

Static Filename

Merge Field Filename

Step 11: Mail merge emails

Select Emails from the Merge to list, and then click on Merge to start the mail merge process.

From Google Slides

To mail merge with personalized PDF attachments from Google Slides, refer to this article.