You can use Multipub and Microsoft Word together to send personalized, custom emails and form letters to subscribers. This mail merge can take Multipub data that is exported to a flat file (e.g .txt or .csv) or via an ODBC connection. By utilizing the mail merge functionality, you can personalize:

  • Invoices
  • Statements
  • Renewals
  • Customer service letters

Word can also work in conjunction with Microsoft Exchange to send emails. In this blog post, we’re using an open source add-on, ManyToOne. It allows multiple records in a file to be included in one email. For example, you could include one order with multiple line items in a single email with the details of each item purchased. It also can send an individual, personalized email to every contact in the file, including .html and text emails with PDF attachments. This add-on uses an Excel spreadsheet as its data source.

  1. Begin by sorting the invoice reminders in Multipub using an Ascii output.
  2. Then, open the resulting Ascii output file and export it to Excel.
  3. Now, open Microsoft Word and start a Mail Merge using a document you have designed for the email or perhaps starting with a template.
  4. Go the Mailings tab and start a Mail Merge using the “Letter” option.
  5. Select your recipients. Do this by choosing the “Use existing list” option and browsing to your spreadsheet to select the appropriate data source.
  6. Then, choose the fields from the spreadsheet you wish to use in your email.
  7. Begin the merge process using ManyToOne.
  8. Now, select your fields and begin the merge.
  9. Use “Child Fields” for any repeating portions of your form.
  10. Then, choose the email field containing the recipients’ email addresses.
  11. Next, enter your subject line, text, etc.
  12. After sending, the PDF’s will then be placed in a directory for later access, as well as emailed as attachments.