We have integrated with Mail Mergic that allows you to easily customize and send personalized PDF forms to multiple recipients. Follow the steps below to get started.
1. Upload Your PDF Form
To begin, you will need to upload your PDF form. You can do this by either dragging and dropping the file into the designated area, or by selecting a previously uploaded PDF file. This will serve as the template for your mail merge.
2. Upload Your Excel File
Next, you will need to upload an Excel file containing all the data you want to include in your PDF forms. Our platform supports all common spreadsheet formats, making it easy for you to use your existing data.
3. Drag and Drop Placeholders
Once your PDF form and Excel file are uploaded, you can begin customizing your forms. Simply drag and drop the fields from your Excel file onto the corresponding areas on your PDF form. These fields will be automatically filled with the data from the specific columns in your Excel file.
4. Start the PDF Mail Merge
When you are satisfied with your customized PDF forms, click the "Generate PDFs" button. After a few seconds, your filled PDF forms will be ready for download.
5. Send PDFs as Email Attachments
Finally, you can easily send your customized PDF forms to multiple recipients with just one click. Our platform allows you to send personalized emails with PDF attachments to thousands of recipients at once. You can also view an email report to see which emails were successfully delivered.
And that's it! You now know how to use our PDF mail merge feature to easily customize and send personalized PDF forms to multiple recipients. If you have any further questions, please don't hesitate to reach out to our customer support team for assistance.
While Mail Mergic has a great free plan which may work for some Enrollsy users, you might find their Pro or Enterprise plans more appealing for various reasons. The following are their current prices** for yearly subscriptions (as of 8/13/24):
**Enrollsy chose to pass the generous financial benefits Mail Mergic offers to Enrollsy customers in the form of a discount off of a Pro or Enterprise Plan. This offer is for Enrollsy customers only. To claim your savings, please inquire about Mail Mergic using the chat option inside Enrollsy.
If you need further support about how Mail Mergic works, see their Knowledge Base.