How do I insert multiple records using mail merge onto 1 page? I am working on a custom gift certificate project where the coupons are 3 up. I need each persons individual information to print onto each certificate.
AFAIK, the datamerge is setup for one record per page, the typical example being a letter. So there would be only one name and one address and so on per page.
A work around in your case for three coupons per page would be to set up three sets of names and addresses:
I tried this with PM7 and I was only able to select one dataset at a time.
Using this method:
1. do you have to have more than 1 dataset?
2. do you have to use a key combination to
instruct PM7 to go to the next record?
I tried using the records per page option on the mail merge dialog but could not make more than one col. print at a time. Maybe my measurements are not correct.
Can you elaborate on the technique you mention above?
I have just spent some time trying to figure out some of the finer details of this data merge process in PM and have learned a few things.
1. The data source can be created in any program that allows you to save it in 'comma separated values' format (*.csv) - the best is Excel (or Word tables).
2. The columns of data in this source should have headings e.g. 'firstname', 'lastname', 'address1' etc.
3. When you set up the fields in PM, you must do it within a text frame (the symbol on the toolbar is a rectangle with a cross through it). So first step is to draw a frame the size of the completed card/certificate or whatever.
If there is to be more than one record per page, then draw up a dummy of the layout showing how many records are to appear on each page, and check the measurements. If there is to be more than one record ACROSS the page, then take note of the 'column gutter' i.e. space between each card. If there is to be more than one record DOWN the page, take note of the 'row gutter'.
4. Back to the actual merge layout. Set up the layout and format of the fields ONCE only - even if you want more than one record per page. If you repeat the record layout, you will get repeating instances of the one set of data.
5. Using the text tool, insert the fields in the appropriate places within the text frame, clicking on the list in the Merge palette to select the fields.
5. When you are ready to do the merge, click on the flyout arrow on the Merge palette and choose 'merge records'. Under the layout options, choose 'manual layout' from the drop down menu. Once this is selected, the column gutter and row gutter become enabled.
6. Enter the column and row gutter measurements. If there is only one record ACROSS the page, you can leave the 'col gutter' blank.
7. You can check the box to remove blank lines (e.g. some addresses may have more or less lines than others) and uncheck 'embed images' as it makes the process much slower.
8. Click OK and let PM do it's magic.
Note that the process results in the production of a NEW document and leaves the original 'master' unchanged. So if it doesn't work correctly, you can close the new document without saving and it will take you back to the original.
You can also insert images into each record e.g. a logo, but that's another tutorial!
I'm going to pinch that and stick it in the AdobeForums PM FAQS while I'm watching the Rugby World Cup on the telly. The Kiwis looked frightening v Italy. Wales play Canada tomorrow, 9:00 am Wales time.
Glad you liked it. You know it came out of that frustrating situation of Veronica's over on the Adobe U2U forum? I couldn't rest until I had it all worked out.
When I feel the urge, I will write one for inserting graphics into the merge (which I have done once some time ago, so will need to refresh my memory on that one).
It's good stuff. I've only done a couple of Data Merges, and one of those was for fun when PM7 first arrived, so it was good to read instructions based on real experience.
Chapter 13 of the PM7 User Guide is a bit dry and unusually has no screen captures.
Enjoy "Cwpan Rygbi'r Byd". Wales should do well, we have a Kiwi Coach. Do I hear "Sellout" from the racially pure??)
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