1 Layout preparation & import
Multiple records
Multiple records (prepared layout)
This is the most effective approach to apply multiple records to one layout (with one or more pages). To tell MyDataMerge where your records should go in the layout you need to create multiple groups of the same instance.
Example – Multiple business cards with front and rear side
You have a business card that you want to have 8 times on a sheet including their rear sides. First of all, layout one business card with all placeholders you need and group it. By grouping it, MyDataMerge knows now that all the placeholders inside the group belong together.
Next, duplicate (or copy/paste) the group to create another business card. Arrange it on your sheet in the order you want the data to be merged. This can be from left to right like in the below example [1 to 4] or right to left, or up to down …
Now on the next page you arrange groups of the rear sides of the business cards, but as the rear side is mirrored you need to start from right to left [1 to 4] with arranging groups:
Remember: The groups tell MyDataMerge which placeholders belong together and the order you arrange the copies with represents the order the records are merged.
2 MyDataMerge configuration
Configurations
Add hyperlinks to setups
You can add Hyperlinks dynamically to your placeholders, no matter if its a text, image or QR-Code placeholder. After applying hyperlinks, a reader can click on the element to open the hyperlink.
Note: Hyperlinks will only work if you export to InDesign files or interactive PDF files.
How to add Hyperlinks
Hyperlinks are part of a setup – this gives you the full advantage of a setups flexibility (e.g. to apply different hyperlinks to the same placeholder based on conditions). To add a hyperlink, open the placeholder in the editor and click the hyperlink icon [1] to open the hyperlink panel. Then enable the hyperlink [2] and start with your configuration:
Shared Hyperlink destination
This is only useful if you have multiple hyperlinks with the same target and need to continue working with your InDesign layout. With this option turned on, only one hyperlink target will be created in your layout document and be shared for multiple hyperlinks. With this option turned off, a new target will be created for each hyperlink.
Highlight
Selects the highlight effect of the hyperlink
PDF Display
Selects the kind of frame around the hyperlink. Selecting “Visible Rectangle” will unlock the options below to further style the frame.
Width
The width of the rectangle (thin, medium or thick)
Format
The format of the rectangle (solid or dashed)
Color
The RGB color of the rectangle. All RGB swatches (and only RGB) from your document are imported automatically and will be selectable next to “Document default”.
Configuration
The configuration button opens another editor to configure the hyperlinks content. You can select a hyperlink type and edit every item like a text placeholder to inject data into a hyperlink.
Editing image placeholders
Showing MyDataMerge where to look for images
To tell MyDataMerge where to look for your images, follow these instructions
- Make sure your placeholder has the right type selected “Replace with image” [1]
- Add a datasource entry and select the column with the image filenames [2]
- Open the settings (gear icon). Then choose the folder where the images are located [3]. This will add the selected path to your image filenames.
By now you should see the image in the preview (you might need to grant read access for MyDataMerge to the selected folder).
3 Export
Filetypes
Export to Adobe InDesign® files
If you want to export to Adobe InDesign files go to export > filetype and select the preferred filetype from the dropdown.
Use a static filename with counting number
You can set a static filename in Export > Filetype > “Static filename” field.
With static filenames, every file will get the same name and a counting number will be attached. For example if you define static filename to be “mydatamerge” then files will be named like this:
- mydatamerge_1
- mydatamerge_2
- mydatamerge_3
- and so on
Please note that static filenames only allow a-z, 0-9, – and _ characters. Other characters will be removed or replaced.