Quick Mail Merge
Perform a mail merge using the data from your Google Contacts
Under construction ...
Quick Mail Merge will give you the fastest processing and creation of a large number of documents such as serial letters.
Ultradox will load the data from a Google Contact and generates a PDF document for each entry of this contact group.
Ultradox will create the individual PDF documents for each contact at the same time which makes Quick Mail Merge the fastest PDF mail merge on planet Earth
Configuration
After copying the example to your Google Drive (My Drive), you will find the following files and folders in the Quick Mail Merge project folder:
The Ultradox Automations Merge and Quick Mail Merge, the Google Docs template Template and the folder Documents.
Merge (Ultradox automation)
Open the Ultradox Automation Merge. Using this automation you can open the template Template and generate a preview of it after you have designed your mail merge.
In order to be able to generate a preview, exemplary contact data are preset in the form of the first block. Otherwise, no values could be transferred to the template Template. The contact data for your address book is selected in the automation Quick Mail Merge.
Template (Google Docs)
Open the Google Docs template Template and design the template for your mail merge. Change the title, text and images, but make sure you keep the syntax of the templates (like ${fields.name}) and the functionality.
However, adjust the font, font size and font color of the templates as required.
The instructions and variables in the template tell Ultradox to generate for example the address or name of your employee. Do not mess up the instructions or variables!
Familiarize yourself with working with variables if you want to add more placeholders, conditions, or loops to your contract.
Preview
Open the Automation Merge and click on the Preview button in the title of the Generate PDF building block. Ultradox opens a preview of your template in a new browser window.
Printer Setup
Open Automation Merge to select your cloud-ready printer on which to print the mail merge.
Click on given printer in the title of the Print document building block and select a printer. If necessary, allow Ultradox to grant access to your printer settings.
In addition, the individual PDF documents are saved in the folder Documents and can be used or printed later.
Quick Mail Merge (Ultradox automation)
Open the Ultradox automation Quick Mail Merge and select a group from your Google contacts. To do this, click on the bold part given group in the title of the top block. Now the individual contact data can be transferred to the Google Docs template.
Run
If you are satisfied with your template, generate the mail merge by clicking the Run button in the menu bar of the Automation Quick Mail Merge. Ultradox will then create a PDF document for all entries of the contact group and send it to your cloud-enabled printer.
That's it! You have successfully automated the creation of a serial letter.
Questions and Feedback
If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.
If you are not yet member of the Ultradox community on Google+, please join now to get updates from our end or to provide feedback, bug reports or discuss with other users.
Last Updated: 2/20/19