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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

First add an export condition: customer_id is not empty. Then build PDF_URL with two rules: prefix and .pdf.

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 and add a before-transformation export condition: customer_id is not empty.
    Rules for building a personal PDF link
    After the non-empty customer_id condition, transformations contain only two link-building rules.
  3. In transformations, add two rules: Add to beginning with https://site.example/files/ and Add to end with .pdf.
  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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