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Mail Merge with Custom PDFs - Email Each Student in Your School a Unique File

3/20/2021

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Pandemic problem - students were remote and we needed to send each student their report card at the end of a grading cycle. We did not want to use the U.S. Mail as it was expensive, non-eco friendly, and time consuming, Our solution, mass email individual files to student email addresses. We chose to send the emails and documents to student email addresses because we were confident that they were the most reliable address we had on file for any student, as the email addresses were created and assigned by the school district. In non-pandemic times, we would send the document home with the student. 

Early this year we learned how to send a mass email through mail merge using Word. Thank you Peerti Burns for teaching us how to do this first step! After we learned how to mail merge out a standard email we were met with a new challenge, attaching a specific pdf to each email. Sending each student a specific file took us a bit of time to figure out.  The steps below walk you through what we learned so that we could send individual pdfs to students.  

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Click to set custom HTML


There are two tools that I used to help make the process simpler and go faster. I reference them in the videos, but I am linking them here too.
Links to Plug-Ins
AutoSplit:   
https://www.evermap.com/AutoSplit.asp

Mail Merge Toolkit: (Remember to try trial and make sure the version you buy attaches your file.  I am not sure what the difference is between Personal Attachments and Personalized PDF in attachment. There were not two versions when I purchased the add-in). https://www.mapilab.com/outlook/mail_merge/#purchase  

Also, I used two formulas that you can copy and paste into your spreadsheet to help complete your data sheet.
Links to Formulas:
  • Formula to remove characters from ID Number:     =LEFT(A1,LEN(A1)-4)    
  • Formula for Vlookup to match file with ID Number  (Remember to change file to your file’s name.): 
          =VLOOKUP($A2,'[Report Cards Sample File.xlsx]Sheet1'!$A$1:$G$3193,7,FALSE)     

Learning to send documents individually to students has added an additional layer to  our communication channels. It's efficient, reliable, and cost effective.  The challenges we have faced during the pandemic have been immense, learning to leverage email to distribute unique student information is one way in which we have gotten better through the pandemic months.  I hope what we have learned helps you communicate with your community.
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