Forum Discussion

Carlo630's avatar
Carlo630
Copper Contributor
Jun 12, 2023

Add front page to mailing list & add different pictures to each mailing list page

We host workshops, and for each one, I need to create a participant catalogue listing all participants.    The participants fill out a Microsoft Form, of which we use the Excel export to create the...
Doug_Robbins_Word_MVP's avatar
Doug_Robbins_Word_MVP
MVP
Jun 12, 2023

Carlo630 Am I correct in assuming that you want a separate page for each participant with the picture on the page being that of the participant?

If that is correct and in the Excel data source, you have a field containing the path and filename of the picture of each participant, you could get the picture of each participant on their page by following the instructions on the following page of Graham Mayor's website

http://www.gmayor.com/mail_merge_graphics.htm

To have the Cover Page, insert it at the beginning of the document after completing the merge.

 

If you do not require a full page for each participant, you could use the Many to One facility on 

my Merge Tools Add-in that is contained in the MERGE TOOLS ADD-IN.zip file that you can download from:

 

https://mergetoolsaddin.com/

 

Extract the files from the archive and read the:

 

“READ ME – Setting up and using the Merge Tools Add-in.pdf

 

to see how to install and use the various tools.

 

Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge “out-of-the-box”:

 

  • Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message .  The email messages can, if necessary, also be sent to CC and BCC addresses.
  • Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source
  • Many to One type merges, which can be used for creating documents such as invoices where there are multiple records in the data source that have common data in one of the fields
  • Merging to a document that will include a chart that is unique to each record in the data source
  • Merging a document with Content Controls
  • Merging a document that contains Legacy FormFields
  • Duplex Merges
  • Merging to a printer that will collate and staple the output created from each record in the data source.

The requirements for using the system are:

 

  • The mail merge main document must be of the Letters type, though that does not mean that the output cannot be sent as an e-mail message where relevant.
  • For the Many To One, Merge with Attachments and Merge to Individual Docs utilities, the data source may be either a table or query in an Access database, or in the form of an Excel worksheet. For the Chart Merge utility, see the Mail Merging with Charts document that is included in the Merge Tools Add-in Zip file for additional requirements for the data source for use with that utility
  • For a data source in the form of an Excel worksheet, the field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that are within the range of columns that contain the data.
  • For both types of data source, the field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9). The number of characters in the field names, including spaces, must not be more than 40.