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.

​
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

​
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

​
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