Document (pdf) Mail Merge

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The mail-merge capability populates blocks defined in the PDF document with the corresponding data from the recipient of the email.  This enables the following activities:

 

•Letters to be attached to an email such that the contact’s details are appropriately merged, e.g. name, address, salutation, etc.
•Subscription documentation or other forms can have fields automatically pre-filled.

 

 

There are two main steps when implementing the Document Mail Merge feature

 

1. Marking the blocks on the pdf file

2. Embedding the document in the ProFundCom template