URL / CRM / Accounting

How to build a personal PDF link for a Mailchimp merge field

2026-06-21
Task

Each contact needs PDF_URL like https://site.example/files/{customer_id}.pdf. If customer_id is empty, no link should be exported.

Short answer

Create PDF_URL from customer_id, add the prefix and .pdf only for non-empty values, then require a non-empty result.

How to do it in Eofferix

  1. Upload the contacts table and open the table editor.
    PDF_URL built from customer_id in Eofferix
    The preview shows only rows with non-empty customer_id and a ready personal link.
  2. Create PDF_URL from customer_id: replace empty values with empty output; for non-empty values add https://site.example/files/ and .pdf.
    Rules for building a personal PDF link
    Prefix and suffix are added only when customer_id is not empty.
  3. Add a result condition: export the field only when PDF_URL is not empty.
  4. Save the template and use the column as a Mailchimp merge field.

Before / after

The data below is a training example and does not belong to real user files.

Before

source data
contact_idcustomer_id
C-10011024
C-1002
C-10032048

After

result
contact_idPDF_URL
C-1001https://site.example/files/1024.pdf
C-1003https://site.example/files/2048.pdf

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