Mail Merge lets your customers create a batch of print pages that are personalized for each person. For example, a company can personalize a single business card with each staff’s details and submit it as a single project.

On your end, you get to download a single PDF file with each page showing the same design but with different staff details.

Creating 3 Business cards with a CSV datasource

Mail Merge has two modes:

  1. CSV Upload - The data records is driven by a CSV or Excel sheet uploaded by your customer
  2. Range Mode - Records are generated by your customer specifying a number range with a starting value
    This is useful for generating products like Marathon Bib numbers.

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How to create Mail Merge Designs

  • To get started, load a Design or open one for edit from your Admin Designs page

  • Click the Design tab on the left panel and then click the Add Module button and click Mail Merge from the list.

  • Next, you will see the Mail Merge configuration form as shown below:

  • All you have to do is select the mode and add the Text placeholders to your designs. The Text placeholders are described below

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Range Mode Text Placeholders

The Range Mode generates records using numbers. It presents your customers option to set a starting number and quantity.

To create a placeholder, just add a text with double hash. Anywhere the double hash is encountered, the index number will be inserted.

Eg: 00-##. The number 234 will replace the ## and render: 00-234

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CSV Upload Mode Text Placeholders

The CSV Upload mode uses the same template a Datasource does. You basically create a Smart Text with a title. The title corresponds to a column name in the CSV file.

For example a Text titled email will have its content replaced with the corresponding email address value in the CSV record for that row

Here’s a detailed article on how to create Smart Texts

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