Personalized PDF File Attachments

How do I add personalized PDF file attachments to my emails?

This article describes how to create personalized PDF file attachments for each data row in Google Docs, enabling both the file attachment and the email body to be personalized to each email recipient.

Available from the Google Docs Add-on Only

Step 1

In Google Docs, click Show Email Settings in the Mail Merge sidebar.

Step 2

Click the Send Doc as PDF Attachment checkbox.

This will allow you to merge your document template to a PDF email attachment, rather than using your document template as the email body.

Step 3

Click Write Email Body.

This will open the Email Body Template dialog box.

Step 4

Create your email body template.

Step 5

Insert *|merge fields|* into your email body template by clicking in the desired location within the template, selecting a field from the Merge Field drop-down and clicking Add.

Repeat this step for all required *|merge fields|*.

*|Merge fields|* are the column names found in the first row of data in your Google Sheet. You can change the font, color, size, etc. of the *|merge fields|* in your email body template in the same way you would regular text. You can further customize your email body template by adding images and hyperlinks.

Step 6

Click Save to apply changes.

Step 7

Click Set Filename.

This will open the Attachment's Filename dialog box.

Step 8

Select an option from the drop-down:

  • Same for all emails will set a static filename, which will be the same for all emails.

  • Merge from column will set a *|merge field|* filename, which enables a different filename to be set for each email.

Step 9

Choose a filename for your file attachment:

  • Enter a filename for same for all emails.

  • Select a *|merge field|* from the drop-down for merge from column.

Step 10

Click Save to apply changes.

Static Filename

Merge Field Filename

Step 11

Select Emails under Merge To and then press the Merge button to start merging your emails with personalized PDF file attachments.