How Mail Mergic Extends Enrollsy's Value
Enrollsy gives you all the power you need to build custom intake and data flows. However, there are some limitations to what you can do with that data once you get it. For instance, have you ever wanted to use the data collected from your Enroll Form to create, print, or email a customized PDF? For example:
Print mailing address labels for sending snail mail (for example, using Avery address label templates)
Upon completion of a Class, you want to email Enrollees a Certificate of Completion with their names and the completion dates.
State licensing requires you to have specific paperwork printed out for each Enrollee, but you don't want to pay for E-Signatures.
You want to send a report about the demographic data of your Enrollees to board members, sponsors, donors, etc.
You want to create custom financial or enrollment reports using data from Enrollsy.
You want to create an emergency contact card for each Enrollee using data from specific fields in Enrollsy.
Any data file exported from Enrollsy can easily be imported into Mail Mergic and mapped to a custom PDF of your making. Each row of data creates a new PDF. But, there's more to this tool than a one-time mapping. You can trust us when we say it's worth every penny.
Benefits of the Partnership
While Mail Mergic has a great free plan which may work for some Enrollsy users, you might find their Pro or Enterprise plans more appealing for various reasons. The following are their current prices** for yearly subscriptions (as of 3/24/25):
**Enrollsy chose to pass the generous financial benefits Mail Mergic offers to Enrollsy customers in the form of a discount off of a Pro or Enterprise Plan. This offer is for Enrollsy customers only. To claim your savings, please inquire about Mail Mergic using the chat option inside Enrollsy.
If you need further support about how Mail Mergic works, see their Knowledge Base.
How Mail Mergic Works
We watched a client use it and listened to them praise the tool for its simplicity, ease of use, and fantastic output. You can learn more in the video below:
We have integrated with Mail Mergic that allows you to easily customize and send personalized PDF forms to multiple recipients.
Follow the steps below to get started.
1. Upload Your PDF Form
To begin, you will need to upload your PDF form. You can do this by either dragging and dropping the file into the designated area, or by selecting a previously uploaded PDF file. This will serve as the template for your mail merge.
2. Upload Your Excel File
Next, you will need to upload an Excel file containing all the data you want to include in your PDF forms. Our platform supports all common spreadsheet formats, making it easy for you to use your existing data.
3. Drag and Drop Placeholders
Once your PDF form and Excel file are uploaded, you can begin customizing your forms. Simply drag and drop the fields from your Excel file onto the corresponding areas on your PDF form. These fields will be automatically filled with the data from the specific columns in your Excel file.
4. Start the PDF Mail Merge
When you are satisfied with your customized PDF forms, click the "Generate PDFs" button. After a few seconds, your filled PDF forms will be ready for download.
5. Send PDFs as Email Attachments
Finally, you can easily send your customized PDF forms to multiple recipients with just one click. Our platform allows you to send personalized emails with PDF attachments to thousands of recipients at once. You can also view an email report to see which emails were successfully delivered.
And that's it! You now know how to use our PDF mail merge feature to easily customize and send personalized PDF forms to multiple recipients. If you have any further questions, please don't hesitate to reach out to our customer support team for assistance.
How to Contact Mail Mergic Support
If you need assistance when using Mail Mergic, they have several options to contact support.
Use the Help Center chat button located on the bottom right of the screen when you are logged in to your account
Check out their Knowledgebase for support articles.