Mail merge to pdf and email

A mail merge!

To perform a mail merge to PDF and email, you'll need to follow these general steps:

Prerequisites:

A mail merge template (e.g., in Microsoft Word or LibreOffice)
A list of recipients (e.g., in a CSV or Excel file)
A PDF converter (e.g., Adobe Acrobat, PDFCreator, or a library like iTextSharp)
An email client or a programming language to send emails (e.g., Python, Java, or C#)

Step-by-Step Process:

Prepare your mail merge template:
- Create a mail merge template in Microsoft Word or LibreOffice.
- Design the template with placeholders for the recipient's information (e.g., name, address, etc.).
Prepare your recipient list:
- Create a list of recipients in a CSV or Excel file.
- Make sure the file has the same structure as your mail merge template (e.g., columns for name, address, etc.).
Perform the mail merge:
- Use a mail merge tool (e.g., Microsoft Word's built-in mail merge feature or a third-party library like iTextSharp) to merge the template with the recipient list.
- The resulting output will be a set of PDF files, one for each recipient.
Convert the PDF files to a format suitable for emailing:
- Use a PDF converter to convert the PDF files to a format that can be easily emailed, such as JPEG or PNG images.
- Alternatively, you can use a library like iTextSharp to generate a PDF file that can be emailed directly.
Send the emails:
- Use an email client or a programming language to send the emails to the recipients.
- Attach the converted PDF files to the emails or include them as inline images.

Example Code (Python using iTextSharp and smtplib):

import csv
import smtplib
from email.mime.multipart import MIMEMultipart
from email.mime.base import MIMEBase
from email.mime.text import MIMEText
from io import BytesIO
from PIL import Image
from iTextSharp.text import Document
from iTextSharp.text.pdf import PdfWriter

# Load the recipient list
with open('recipients.csv', 'r') as f:
    reader = csv.DictReader(f)
    recipients = [row for row in reader]

# Load the mail merge template
template = Document()
template.add(PdfWriter())

# Perform the mail merge
for recipient in recipients:
    # Replace placeholders in the template with recipient's information
    template.replace('NAME', recipient['name'])
    template.replace('ADDRESS', recipient['address'])

    # Save the merged template as a PDF file
    pdf_file = BytesIO()
    template.write(pdf_file)
    pdf_file.seek(0)

    # Convert the PDF file to a JPEG image
    img = Image.open(pdf_file)
    img.save('merged_pdf.jpg', 'JPEG')

    # Create an email message
    msg = MIMEMultipart()
    msg['Subject'] = 'Your Merged PDF'
    msg['From'] = '[email protected]'
    msg['To'] = recipient['email']

    # Attach the JPEG image to the email
    attachment = MIMEBase('application', 'octet-stream')
    attachment.set_payload(open('merged_pdf.jpg', 'rb').read())
    attachment.add_header('Content-Disposition', 'attachment', filename='merged_pdf.jpg')
    msg.attach(attachment)

    # Send the email
    server = smtplib.SMTP('your_smtp_server')
    server.sendmail('[email protected]', recipient['email'], msg.as_string())
    server.quit()

Note that this is just an example code and you'll need to modify it to fit your specific requirements. Additionally, you may need to add error handling and other features depending on your use case.

Mail Knowledge

Mail merge to pdf and email