Mail merging your Excel and PDF documents is exceptionally Important as it allows you to share personalized emails and letters with your intended audience quickly. In this article, we are going to discuss what Excel and PDF merge is, how it works, and how it can be of benefit to you. Continue reading to learn more!
What are Mail Merges?
These are among the fastest and easiest ways to customize Excel and PDF merge and share them among your intended recipients. What this feature does is it allows you to create a customized document that automatically varies on a recipient-by-recipient basis. As a result, you won’t have to go through the burden of personalizing each and every singly recipient’s document manually by yourself.
What this feature does is it pairs up an Excel spreadsheet containing individual data such as names, email addresses, and other information that has been converted to a PDF file with a formatted message including placeholders for the individualized data from the spreadsheet.
How it Works
Most of you are wondering how this feature automatically personalizes your document after you’ve converted it from the Excel spreadsheet into PDF. Well, the answer to this question lies in understanding the two main components of every mail merge, which are template file and data file.
The template file is the document containing the information/message you will be sharing out. Other than holding the information, this document also specifies to whom the personalized data is supposed to go to based on the data it will fetch from the data file (Excel spreadsheet/PDF document).
As mentioned above, the data file in our case is the PDF document converted from Excel spreadsheet. This is the file where the template file will fetch the data specifying the individual to whom the personalized message/document is addressed to. Each cell of the data file (PDF document) contains information, such as name, email address, etc., that’s quite different from the other cells, which will appear in the corresponding space in the template file.
The mail merge feature automatically retrieves the customized data from your PDF document (data file) and adds it to the template file where the recipient can access it.
Benefits and Uses
Mail merging an Excel spreadsheet that has been converted into PDF has many benefits and uses, which include creating personalized information for form letters, custom catalogues, newsletters, mailing labels, marketing emails, and so on!