Completed

Automate sending mailmerge emails with table and PDF attachment - 23/04/2018 07:34 EDT

I need to build a mail merger program in XLS or Word to run from my desktop, which will collect the following fields and populate a pre-filled word document* and send an email in PDF format with the following cover wording in the email “Hello { First Name }, please note that we have now switched your { lender provider policy}, your policy details are as per the attachment, summarised below:” and a General details table. The General details table has aggregated results per customer (their name and phone number, etc.), the Policy details table has multiple lines per customer (for each of their individual products)

Variable fields:

 Policy number

 First Name & Surname

 ID number

 phone number

 email address

 street address

 date of birth

 plan type

 all lender providers covered by the plan type

 latest commencement date per plan type

 sum total cover amount per plan type

 sum total monthly premium for all plans

 debit order day

IMPORTANT NOTES:

1. The data template layout / field names cannot change, another system relies on it

2. The table ONLY contains data for fields which have a ROA Desc of: “Switched” or “New Insurance Cover Added”

3. The General details table must also appear as a table copied into the covering email (HTML format)

4. Each customer has about 4 variations of contract (Comprehensive, Elite, Enhanced and Classic) and the more variations the customer has, the more columns need to be in the Policy details table

Skills: Data Entry, Data Processing, Excel, Web Scraping, Web Search

See more: sending pdf attachment php, phpfox sending verification emails, sending follow emails, automate data entry access table, oscommerce sending confirmation emails, php mysql table pdf, sending 100000 emails, plesk email sending spam emails, html table pdf, design work table pdf, sending html emails access 2007, window service automate sending email per month vbnet, buy dedicated servers sending bulk emails, table pdf, sending thousand emails inbox

About the Employer:
( 4 reviews ) Tygervalley, South Africa

Project ID: #16762982

Awarded to:

SBITServices

Hired by the Employer

R1000 ZAR in 1 day
(350 Reviews)
7.3