Images in Mail Merge

I'm creating a mail merge for a letter. I have inserted an image (my signature). When I go to merge to new document the image changes into a "?" placeholder.
What am I missing?
Thanks!

Hi amycrissman
Welcome to the forum.
Possibly you have simply placed your signature on the 1st page of a template.
When Pages creates the merges it generates them from the appropriate +section design+ of that template.
You need to "Capture" the section that you have edited, to make that the section design:
Click in the page you wish to capture:
+Menu > Format > Advanced > Capture Pages… > Name it > Choose how many pages you wish to capture+
Now do your mail merge.
Peter

Similar Messages

How do I add a dynamic hyperlink to an image in a CRM mail Merge?

We have a mail merge template that is being used by a number of our sales reps. The sales reps each have a unique URL they use to send out to potential customers. Their unique URL is saved on their User record in MSCRM. We want to
send out marketing pieces to prospects but we need the ability to dynamically add the user's hyperlink to an image on the mail merge (ex: an image saying "Click here") and cannot find a way to do this. Is this possible?

Hi,
This is not possible using OOTB CRM Marketing mail merge features for CRM 2013. However you can use 3rd party tools like Click Dimension for this Alternatively with MDM you are now able to use more advanced design features including what
you are trying to achieve.
http://www.microsoft.com/en-us/dynamics/marketing-customer-center/create-or-view-templates-for-email-marketing-messages.aspx
http://www.microsoft.com/en-us/dynamics/marketing-customer-center/design-message-content-using-the-graphical-editor.aspx
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

Is it possible to mail merge images?

Can you mail merge images from a Numbers spreadsheet into Pages instead of selecting an image from the media inspector?

Jen,
That's not supported, as far as I know. Interesting idea though.
Jerry

Mail merge ('09) is giving spurious results

I am trying to do what should have been a fairly simple mail merge function, but it is producing weird results. I am doing date calculations in Numbers, and using that for producing a document with different date elements (all are in the spreadsheet). The formulas are working correctly, and the cells contain the correct information, but when I do the mail merge, Pages picks up data from different cells. I can even change the target cells, and it still picks up the same data.
Here is a portion of the Numbers data.
The first entry (B2) is entered as a date. The rest are all calculated using date functions. The pattern is: Date, Month Name, Day Date. Then repeat for the next day, etc.
And, here is what it produced, with the target cell name preceding the merged data. The text in blue worked correctly. Once I created a text box, and put merge fields inside it, though, it started falling apart. As you can see, the data did not match the cell data associated with the column name. I then tried using the same data outside of the text box, and it was again spurious. It seems that using a text box messes it up. What I am using this on is very graphically oriented, and I hate to think of the challenge of not using text boxes and lining up graphic elements with underlying text… ugh….
After spending a full day on this simple project, I gave up and went to Word. I exported my Numbers data as an Excel spreadsheet, and it merged beautifully on a test run. So, I reformatted all my documents (with a lot of images, which is part of why I wanted to use Pages). After spending another day getting it laid out in Word, I did the final merge. Success! It looked beautiful. I cut the documents to the size I needed, only to find out it had resized them! Back to Pages, which I prefer. I can't get past the spurious results. I've tried reloading Pages and the documents, but it doesn't work. I have a number of templates in Pages that I need to use for this function, and I hate to think of finding a different program and redoing all of them.
I am using iWork 09. My Pages is version 4.3, and my OS is 10.7.5.
Any ideas?

Oh, one other quirky thing happened. In the text box I entered "mon1" for the starting date. When I highlighted it, and added it as a Merge Field, it immediately changed the text to "mo1n". I tried to correct it, but it changed it every time. I have had that happen a number of times with other merge fields. The "n" shows up after the date in the merged document, suggesting that the Merge Field was "mo1". However, in my list of Merge Fields, it shows as "mon1".

Mail Merge & cell references

Hi @all,
I have several tables in numbers (09). On is for users input, the other for calculating values I need in a mail merge.
In the first table, the user types a date in this format "DD.MM.YYYY hh:mm" (german datetime). In the second table, there is only a mapping A{i}={first table} :: A{i}.
Now using the second table for mail merge in Pages, the results are strange. The merge-mapping is: "date" = {file}{table}{column name} (made with the inspector). But Pages takes the values for date in this order: first replacement is taken from column 1 line 1, second replacement is taken from column 2 line 2, third is taken from col 3 line 3 and so on... In effect, pages traverses the numbers table diagonally rather than vertically.
If I replace (in Numbers) the reference by direct values (not A{i}={first table} :: A{i} but A1 = "01.01.2009 09:00", A2 = "02.01.2009 08:30", and so on) everything works fine!
Is this a known bug in Numbers / Pages?

If you are interested to see merge at work, I uploaded a disk image with two examples into my idisk:
<http://idisk.me.com/koenigyvan-Public?view=web>
Download:
For_iWork:iWork '09:forNumbers09:forMerge.sparseimage.zip
You will see at work what is described in this thread.
Here is the bug report:
Your tracking number for this issue is Bug ID# 7254413. You may check status on this report via the 'My Originated Problems' tab.
+25-Sep-2009 09:21 PM Yvan KOENIG:+
Hello
+Attached is a demo of an oddity in the merge function in iWork '09.+
+Tested with the revision 2 under 10.4.11 but behave the same in other operating systems.+
+the pair 4merge behaves flawlessly. In the spreadsheet, the dateTime values are typed in the cells.+
+the two pairs 4merge2 and 4merge2- fail.+
+This is due to the fact that the field date contain dateTime objects resulting of formulas.+
+the pair 4merge3 use also calculated dates but this time, as I concatenate them to a nil string, the cells contain strings, not dateTime objects and this time the merge behaves flawlessly.+
+It seems that what we get with merge2 and merge2- resemble to what we call a bug. Isn't it ?+
+'4merge.dmg.zip' was successfully uploaded+
Yvan KOENIG (VALLAURIS, France) vendredi 25 septembre 2009 21:11:33

VERY slow print with CS5 mail merge

Creating a newsletter in CS5 Indesign. Using "mail merge". Total database is 900 names. Tried using in blocks of 100 at a time and still takes at least an hour to print. Is there a way to reduce resolution or something to cut print time? Printing both sides of 11x17 black/white on Minolta Postcript printer.

It's simply to do with the amount of data which is going to the printer/RIP. Assuming the newsletter was two pages, then over 900 records means that 1800 pages are going to the printer/RIP. It's the equivalent of printing a dictionary.
Assuming that the Minolta printer is a desktop printer being merged to via merge to Print, then the option I would take is to make the InDesign file as lightweight as possible e.g. make sure images placed are no larger in resolution than they need to be, etc. Its not something that could really be done through the print dialog box as there aren't enough options to choose from.
Otherwise, could merge to a PDF first and then choose the downsample options prior to the merging of the file.
Hope this helps.

Mail merge functionality

Hi I am trying to import an Excel spreadsheet with highlighted columns I have assigned into a working PDF document with the fields assigned so that it pulls similar to a mail merge in Microsoft Word.
Your copy and paste ability on the FormCentral community form doesn't work? You might want to fix that as well. Back to my issue:
Here is the PDF with the fields I am using as an example:
Excel:
Can't find the FDF option under the 'Save As', tried XML, tried .TXT file save as, CSV, etc. Doesn't import correctly with TXT file as Adobe suggests. Please advise as to how to fix this issue.:

How does one go about saving as an FDF file that Adobe suggests? I want to pull the info from the table fields I have created in Excel to show up or populate in the PDF form pretty much like a mail merge you can do with Microsoft. It pulls part of the fields for a TXT file if I save it as that, but, does only one of the people I have have assigned and not the others. For example, pulls Mary (FIRST_NAME table), but, doesn't pull LAST_NAME for my example if you reference the second image I have included in this inquiry. So it should pull 'Clark' for LAST_NAME, but doesn't. Also, only one page it populates using the import function for a .TXT file. I have three rows of content and only pulls the middle 'dummy' Mary information and it's not complete even though I assigned the text fields to be parallel. So, if the TXT functionality doesn't work, where or how do I go about saving as a FDF file since I don't have this option in EXCEL, but, that's what Adobe is "screaming" for. I don't need a workflow, just want to pull the fields from the table names I have setup in Excel.

Mail merge speed/reliability issues

As a company we regularly conduct mail merges for anywhere from 50 to 3000 data records within InDesign. We merge to a document with 3/4 layers and 3/4 linked images (but this isn't the cause of the speed issues as it is still slow when these are removed). However, the merge crashes InDesign when using text files of more than 500 data records. This means we have to do all large mail merges in batches of ~250 to maintain system performance. NB, we do use fairly high-spec machines - does anyone know if InDesign mail merges tend to require VERY high spec-machines?
If anyone has any suggestions for performing mail merges (from text files or MS Access) using InDesign I would greatly appreciate them? Any plug-ins specifically intended for mail merges or even better just some tips on machine spec and InDesign/data settings?
Many thanks

Some questions:
Which version of office were you using before? 2003?
Are the data files on a network, or on your local machine? If they are on a network, can you make a copy of one of them on your local machine and try again?
Can you open the files directly in Excel? What extension do they have (.xls, or something else?) I am wondering whether access to other file types has been left blocked on your machine but is allowed on your colleague's machine.
Are you just opening the mail merge main document and seeing this message? If so, do you see the same thing if you start with a new document and try to connect to one of these data sources?
Can you confirm that the message is about Access even though you are trying to connect to an Excel file?
(Also, office 2007 has some new stuff - that let's you specify that certain folders are "trusted" . I don't think that ever affected MailMerge but it may be as well to make sure that your documents and data sources are in trusted locations).
Also worth trying to start Word in "Safe mode" - see, e.g. http://office.microsoft.com/en-gb/word-help/work-with-office-safe-modes-HP010140792.aspx
Peter Jamieson

Looping in Word mail merges/ checking for missing fields

I am trying to convert a project that uses WordPerfect merges to use Word mail merges. One issue that I am encountering is that I cannot find a way to use any looping structures in Word mail merges. Specifically, my data file is a csv text file.
I control the contents of the file but its current structure is that it will consist of a single record (not counting the header row). The number of fields will vary but it will contain a field named Person1. There may or may not be a field named
Person2, Person3 etc. There are several of these types of fields in the record so it is not an option to make a separate record for each person ie for the record I will have Plaintiff1, Plaintiff2... and Defendant1, Defendant2....
I am having trouble with two things:
1. how can I test for a blank or missing field ie I want to have a statement like {if {MERGEFIELD Defendant2}="" "Defendant is" "Defendants are"}. That statement works but it throws error messages to the user that the
field Defendant2 is missing and prompts them to substitute another field. That sort of statement occurs multiple times during a merge so asking the users to ignore the errors is not an option.
2. is there some sort of looping mechanism in Word mail merges. I need to be able to do two things with a loop:
a. I need to be able to list each of the Persons, Defendants, Plaintiffs ie. While {MERGEFIELD Defendant{#}<> "" " {MergeFIELD Defendant{#}" (increment variable # by 1).
b. I some circumstances I need to create full documents based on a loop i.e. While {MERGEFIELD Defendant{#}<> "" <<merge a defendant summons here>>(increment variable # by 1)

For clarification: In a Word mailmerge, if any of the field headers are missing from the data source, you will get an error. Thus, you can't have a mailmerge main document that references «Plaintiff2» or «Defendant2» and not have the corresponding headers
in the data source. The fields may be empty, but the headers must exist.
Re 1:
You can indeed use an IF test along the lines of:
{IF«Defendant2»= "" "Defendant is" "Defendants are"}
or:
{IF{MERGEFIELD Defendant2}= "" "Defendant is" "Defendants are"}
Re 2a:
Creating a list is as simple as inserting the mergefields one after the other:
«Defendant1»
«Defendant2»
«Defendant3»
This will, of course, result in empty lines when fields have no data. To cater for this, Word provides the mergefield \b and \f switches.Given you can have one or more defendants, you could suppress the extra lines via, say, an \b switch:
1. select the
«Defendant2» field and press Shift-F9 so that you get {MERGEFIELD Defendant2};
2. edit the field code so that you get {MERGEFIELD Defendant2 \b "¶
3. delete the paragraph break or line break after the field, so you get:
«Defendant1»
{MERGEFIELD Defendant2 \b "¶
"}«Defendant3»
where ¶ is a real paragraph/line break
4. Do the same for the «Defendant3» field and so on, till all are done.
The following construction can be used to manage data where one or more related fields («Defendant2», «Defendant3», «Defendant4», «Defendant5», & «Defendant6») may or may not be populated, so you can get commas before all except the last in a multi-defendant
sequence, which is preceded by 'and'.
«Defendant1»{IF«Defendant3»= "" " and «Defendant2»" ", «Defendant2»{IF«Defendant4»= "" " and «Defendant3»" ", «Defendant3»{IF«Defendant5»= "" " and «Defendant4»" ", «Defendant4»{IF«Defendant6»= "" " and «Defendant5»" ", «Defendant5» and «Defendant6»"}"}"}"}
Note: It is assumed that none of the fields after the first empty one will be populated.
Re 2b:
It's not clear what you're after here. However, in addition to using an IF field as per 1, above, they can also be used to conditionally output multiple pages, including text, tables and images, together with additional mergefeilds on those pages. For example:
{IF«Defendant2»= "" "«Defendant2» is a nasty fellow ... plus the rest of defendant 2's content & mergefields"}
Note: The field brace pairs (i.e. '{ }') for the above examples are created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message. Nor is it practicable to add them via
any of the standard Word dialogues. Likewise, you can't type or copy & paste the chevrons (i.e. '« »') - they're part of the actual mergefields, which you can insert from the mailmerge toolbar. The spaces represented in the field construction are all required.
Instead of the ¶, you should use real line/paragraph breaks.
For more Word mailmerge tips, see:
http://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html . That page also includes a macro for turning the above field representations into working field codes.
Cheers
Paul Edstein
[MS MVP - Word]

"Word was unable to open the data source" error message in mail merge

I am trying to do a mail merge in Word 2008 for Mac and receive this message when I try to open the Excel file for the data. Can someone please help? I tried changing the filename to .xls (originally .xlsx) but it didn't work.

As far as I know, you cannot merge from a .xlsx data source in Mac Word 2008, and even though there is a KnowledgeBase article at http://support.microsoft.com/kb/2604725 that suggests
that all you have to do is "rename" to a .xls, I think what you actually have to do is open the .xlsx in Excel and use Save As to create a .xls.
Generally speaking, you will be better off researching Mac Word questions in the relevant forum on Microsoft Answers, in this case here: http://answers.microsoft.com/en-us/mac/forum/macoffice2008-macword
This particular issue was discussed in this conversation: http://answers.microsoft.com/en-us/mac/forum/macoffice2008-macword/cant-open-excel-file-for-mail-merge/90ccfd11-273f-4c2a-aa37-1d859b8e41e2?page=1
If that does not help, and you cannot find anything else in the Answers group, I suggest that you post a new question in that group, referencing the above conversation and specifying your version of Mac OSX.
Peter Jamieson

How do I get more target fields to apper in inspector for a mail merge?

I am trying to do a mail merge from a Numbers spreadsheet to a Pages document. The spreadsheet has three columns: first name, last name, units. When I choose and add the merge fields to inspector the target fields 'first name' and 'units' appear but no target field entitled 'last name' appears. I can't figure it out.

Which version of Pages?
Peter

When I tried to Mail Merge for Data is is not exporting any data.

HI,
EBS-12.1.3
DB-11gR1
OS - RHEL 5.6
[With my Login User and SysAdmin Login User] When I enter into to the "People -> Enter and Maintain" Form and then I press the "Export Button", there is error Alert
Function is not available to this responsibility. Change Responsibilities or Connect to the System Administrator
I Added the Function "HR ADI Seeded Integrator Form Functions" into the "AE HRMS Manager" Responsiblity. It is also working and Export Data icon is enable.
Problem:
But Problem is when I tried to Mail Merge for Data is is not exporting any data.
====================================================================
Steps
1.Move to the "People -> Recruirment" and then "Request Recruitment Letter" .
2. Enter the New Request. as
Letter Name "App. Letter Contract Site",
Automatic or Manual = Manual.
Select the Name from the LOVs for the Request for Detail Block.
3. Press the "Export Data" icon.
4. Integrator Page Appear with my Custom Integrator Name as "Appointment Letter - Contact Site".
5. Select the "Word 2003" from the View List. and Reporting is Checked.
6. Review the Folowing Enteries as:
Integrator Appointment Letter - Contact Site
Viewer Word 2003
Reporting Yes
Layout App. Letter Contract Site
Content XXHR_MBE_APP_LET_CONT_SITE_V
Session Date 2011/08/02
Mapping XXHR_MBE_APP_LET_CONT_SITE_V Mapping
7. Press "Create Document" Button.
8. It will open the Excel 2003 and then Word 2003. But no data down download from the Form.
9. It open the Mail Merge Letter but no Data is Display.
===========================================================
Note:
a. I am following the Steps from the Link:"http://apps2fusion.com/at/38-ss/351-generate-recruitment-letters-web-adi".
b. From the "Desktop Integrator Manager", "Oracle Web ADI", "HRMS Web ADI", it is working fine and Dowload the Data.
===========================================================
Thanks
Vishwa

Please try the solution in ("Function not available to this responsibility" Error While Cliclking On Forms Personalisation [ID 1263970.1]) and see if it helps.
Thanks,
Hussein

New to Pages, mail merge help needed

OK, I tried to get some help a couple of days ago in the Numbers discussion pages but apparently the invoice I'm trying to create won't work. (At least, no one has replied to the other post.)
So I've given up on trying to create a usable Invoice in Numbers ('09) for my friend's graphic design business and am now trying to use the Invoice template in Pages ('09) instead.
I've managed to insert Mail Merge fields in the document and link them to a stand-alone Numbers document containing the client addresses. However, when we open the template to try and create a new invoice, the Pages>Edit>Mail Merge option only allows us to select the table containing the addresses, not individual addresses. The result is that Pages only imports the first person in from our database (the Numbers table).
If anyone out there can offer help - even if it's just to say "forget it, you're better off writing things out by hand" - I'd really appreciate it.
Another issue for the Invoice I'm trying to do in Pages is use the Inspector to create a Pop-up cell. Apparently, that is only an option in Numbers. But if I can get some help on the first issue, I figure something else out.
I won't bother posting a screenshot or anything unless someone really needs it. (Maybe that's why I didn't get help before...)

Thank you for the reply - the video was very helpful!
AnaMusic wrote:
Perhaps this > http://macmost.com/using-mail-merge-in-pages.html
can offer some assistance on Mail Merge...
I can now get the Mail Merge to pull up separate pages in a document for everyone on the list.
I did some more checking on the MacMost site, but didn't find an answer for the next part of my problem:
Being able to select different people from the Numbers table before completing the Mail Merge. Since we haven't yet entered her full client list into the database, I can simply delete an invoice that doesn't apply from the resulting mail merged document. My worry is in having to do that once we have her full client list (about 200 names so far) in that database.
I've tried to see if it made sense to break the list into separate groupings, but even an alphabetical grouping (A-G, H--N, etc.) seems odd. I know I was able to make selections when I used Microsoft Word mail merge - do you know if Pages has something similar? (I know, Pages isn't meant to be an Apple clone of Word, but it's hard to know if I'm just looking in the wrong place on the forums and in the manuals/user guides.)
Thank you again!

I get an error trying to use Apple Address Book with Word Mail merge - says it cannot open data file?

I am running MS Word 2011, latest Mac OS, and trying to use the Mail Merge option with the Apple Address Book as the data source.
However whenever I select the Apple Address Book as the data source, I get the error "Word was unable to open the data source".
Anybody got any idea why?
Thanks for your help

I am guessing you could have solved this little problem already but perhaps someone else may benefit:
I struggled with the same problem - not being able to use Mac Address Book (i.e. Contacts) with Word 2013 for mac mail-merge (on Mountain Lion and, now, on Mavericks) - with the exact same error message reported by Klausngigtoas above .
So I read lots of techie stuff on forums which passed a nice few hours but didn't help. Finally, with slumped, defeated expression, I gave up.
But I just now (such is life) I accidentally stumbled upon the simple solution:
1. Enter System Preferences and click Security & Privacy.
2. Select the Privacy tab and then on Contacts on the left hand panel.
3. In the right hand panel ("Allow the apps below to access your contacts") just tick the Contacts box.
4. And Voilà! - at least it worked for me - hope it does for you.

Why is my header/footer missing when I mail merge in Word 2013?

I have just converted from Word 2007 to 2013 and now I am having an issue with my mail merge document. My mail merge document has our company letterhead set up in the header/footer. When I finish the mail merge by selecting 'Edit Individual Documents' using
an Outlook contacts list - the first page is missing the header/footer but all the others are correct.
I use this document and mail merge every few days so this is going to cause me much grief if it can not be resolved.
I have never experienced this issue before and I consider myself an advanced Word user.
Has anyone else had this issue and knows how to fix it?

Hi,
According to your description, my understanding is that the first page of the Word document lost
the header/footer, but the other page display well.
If it is, please try the methods and check if it is helpful:
Click on File>Options>Display and make sure that there is a tick mark in the box for "Show white space between pages in Print Layout view."
Then, do you use DOC file (Create in Word 2007) or DOCX file?If
you use Doc file, I recommend you convert it to DOCX file to test.
If I misunderstand something, please let me know.
Regards,
George Zhao
TechNet Community Support

Images in Mail Merge

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