Mail merge service
Hi, I'm trying to do a mail merge some would call 'Many to One'. I have a list of employees that I need to send an email to. I want to send one email per person. Some employees have more than one row. A step-by-step guide that will walk you through Mail Merge on a Mac computer. You will gain how to prep and print envelopes, letters or any document that you need to send to different names and addresses on each item. You can pull the data from your address book or from a Numbers Spreadsheet and will see how to modify and merge the information you will need to successfully set up your documents.
Automailmerge Alternative
EDocGen online Mail merge is one of the most sought-after features. It addresses many limitations of Microsoft mail merge. But it's the ability to merge multiple excel rows into a single Word document, termed as many to one mail merge, that stands out.
Mail merge in MS Word performs a one to one merge by default and produces one document for every row of excel. Let’s say you are creating a sales performance report. If you have 5 sales reps and each rep closed 5 deals, when you do a mail merge, you create 25-word documents instead of 5 - one for each sales rep.
EDocGen supports the dynamic population of Excel data into Microsoft Word and PDF templates for Word/PDF document generation. You can download the generated documents or let the system auto-send them to individual recipients, from your business email.
For many-to-one mail merge, the system groups the Excel data before performing the merge. For users, all these complexities are hidden with a simple to use interface. For them, it's another regular online mail merge. Before explaining how to go about online directory merge with EDocGen, let’s explore a couple of use cases.
Many to one mail merge - Use Cases
You can see lots of use cases for this problem in your business. There is no fun in manually creating documents when mail merge doesn’t support your requirements.
John is a service manager and his team members visit customer businesses 4 times a month for reviewing and providing services. At the end of the month, he sends letters to his customers, informing of all the visits his service reps made for that month and thanking the customer. Regular mail would generate 4 documents for each customer. Certainly, it’s no-go for John and is currently manually updating word docs.
Jane is a VP of a medium-sized organization. She regularly submits compliance documents state prescribed formats. Any deviations in the formats are not accepted in the submission. Her team gathers the data from the data warehouse and manipulates it using the BI solution. Her BI reporting tool cannot support the document format and she uses mail merge. But instead of creating a proper document, it generates a page for every row, leaving her editing hundreds of word documents manually.
Many to One Mail Merge - Solution options
There are quite a few good solutions out there. If you Google the keywords “Mail Merge Multiple Rows into One Document“ or “Directory Mail Merge”, you find many to one mail merge add-ins from Graham Mayor and Doug Robbins. Both are excellent with a small learning curve. But remember, these are add-ins. Some organizations have strict policies around add-ins for security reasons. If the above options are not for you, EDocGen online mail merge is the best choice. You don't have to make changes to your Excel file and can populate it as-is.
Mail Merge Multiple Rows into One Document
Let me explain this with an example.
Step1: Following is the excel file for many to one mail merge. This sample file has 3 customers, each one receiving different products.
- Customer1 receives product 1 &2
- Customer2 receives product 1
- Customer3 receives product 1, 2 &3
Step2: Populate word template with the formatted excel.
Upload excel and in the mapping screen, map the dynamic field to the excel column. Click generate to create 3 documents corresponding to 3 customers - each containing the respective products they receive and the invoice amounts. Please refer to Excel to Word or Excel to PDF for more details on the online mail merge.
Behind the scenes, the data gets massaged. As this is automated, you can populate your Excel file as-is.
- The rows are grouped by the first column and populated into template accordingly
- You can have multiple tables in your template
Apart from supporting many to one mail merge, it supports the population of vertical orientations of excel data, QR Codes, images, etc. It also allows you to include calculations in document templates. Unlike mail merge, it retains your exact formatting of numbers and dates as in excel.
If you have Total fields in your template, you would like to sum the corresponding invoice amount for each customer. You can't perform this inside Excel. The system computes Total for each customer and sums them up for the aggregation.
It's difficult to manually send the corresponding documents to each customer. As in the mail merge, the system provides you an option to auto-send them from your business email. You can send them as PDF/Word attachments or include them in the mail body as Image/HTML. You can have your custom email body and subject.
Automailmerge For Adobe Acrobat
Thus you can use it to
- Email documents at the time of generation
- Print and send physically
- Save them in DMS or cloud storage
Automailmerge For Mac
As you can see, EDocGen is the simplest and fastest solution for online many to one mail merge. Register and start performing many to one mail merge.