Mailmerge

A simple, command line mail merge tool.

mailmerge uses plain text files and the jinja2 template engine.

Table of Contents

Quickstart
Install
Example
Advanced template example
HTML formatting
Markdown formatting
Attachments
Contributing
Acknowledgements

Quickstart

$ pip install mailmerge
$ mailmerge

mailmerge will guide you through the process. Don't worry, it won't send real emails by default.

Install

System-wide install.

$ pip install mailmerge

System-wide install requiring administrator privileges. Use this if you get a Permission denied error.

$ sudo pip install mailmerge

Fedora package install.

$ sudo dnf install python3-mailmerge

Example

This example will walk you through the steps for creating a template email, database and STMP server configuration. Then, it will show how to test it before sending real emails.

Create a sample template email, database, and config

$ mailmerge --sample
Created sample template email "mailmerge_template.txt"
Created sample database "mailmerge_database.csv"
Created sample config file "mailmerge_server.conf"

Edit these files, then run mailmerge again.

Edit the SMTP server config `mailmerge_server.conf`

The defaults are set up for GMail. Be sure to change your username. If you use 2-factor authentication, create an app password first. Other configuration examples are in the comments of mailmerge_server.conf.

Pro-tip: SSH or VPN into your network first. Running mailmerge from the same network as the SMTP server can help you avoid spam filters and server throttling. This tip doesn't apply to Gmail.

[smtp_server]
host = smtp.gmail.com
port = 465
security = SSL/TLS
username = YOUR_USERNAME_HERE

Edit the template email message `mailmerge_template.txt`

The TO, SUBJECT, and FROM fields are required. The remainder is the body of the message. Use {{ }} to indicate customized parameters that will be read from the database. For example, {{email}} will be filled in from the email column of mailmerge_database.csv.

TO: {{email}}
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>

Hi, {{name}},

Your number is {{number}}.

Edit the database `mailmerge_database.csv`

Notice that the first line is a header that matches the parameters in the template example, for example, {{email}}.

Pro-tip: Add yourself as the first recipient. This is helpful for testing.

email,name,number
myself@mydomain.com,"Myself",17
bob@bobdomain.com,"Bob",42

Dry run

First, dry run one email message (mailmerge defaults). This will fill in the template fields of the first email message and print it to the terminal.

$ mailmerge
>>> message 1
TO: myself@mydomain.com
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Date: Thu, 19 Dec 2019 19:49:11 -0000

Hi, Myself,

Your number is 17.
>>> sent message 1
>>> Limit was 1 message.  To remove the limit, use the --no-limit option.
>>> This was a dry run.  To send messages, use the --no-dry-run option.

If this looks correct, try a second dry run, this time with all recipients using the --no-limit option.

$ mailmerge --no-limit
>>> message 1
TO: myself@mydomain.com
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Date: Thu, 19 Dec 2019 19:49:33 -0000

Hi, Myself,

Your number is 17.
>>> sent message 1
>>> message 2
TO: bob@bobdomain.com
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Date: Thu, 19 Dec 2019 19:49:33 -0000

Hi, Bob,

Your number is 42.
>>> sent message 2
>>> This was a dry run.  To send messages, use the --no-dry-run option.

Send first email

We're being extra careful in this example to avoid sending spam, so next we'll send only one real email (mailmerge default). Recall that you added yourself as the first email recipient.

$ mailmerge --no-dry-run
>>> message 1
TO: myself@mydomain.com
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Date: Thu, 19 Dec 2019 19:50:24 -0000

Hi, Myself,

Your number is 17.
>>> sent message 1
>>> Limit was 1 message.  To remove the limit, use the --no-limit option.

You may have to type your email password when prompted. (If you use GMail with 2-factor authentication, don't forget to use the app password you created while setting up the SMTP server config.)

Now, check your email and make sure the message went through. If everything looks OK, then it's time to send all the messages.

Send all emails

$ mailmerge --no-dry-run --no-limit
>>> message 1
TO: myself@mydomain.com
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Date: Thu, 19 Dec 2019 19:51:01 -0000

Hi, Myself,

Your number is 17.
>>> sent message 1
>>> message 2
TO: bob@bobdomain.com
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Date: Thu, 19 Dec 2019 19:51:01 -0000

Hi, Bob,

Your number is 42.
>>> sent message 2

Advanced template example

This example will send progress reports to students. The template uses more of the advanced features of the jinja2 template engine documentation to customize messages to students.

Template `mailmerge_template.txt`

TO: {{email}}
SUBJECT: EECS 280 Mid-semester Progress Report
FROM: My Self <myself@mydomain.com>

Dear {{name}},

This email contains our record of your grades EECS 280, as well as an estimated letter grade.

Project 1: {{p1}}
Project 2: {{p2}}
Project 3: {{p3}}
Midterm exam: {{midterm}}

At this time, your estimated letter grade is {{grade}}.

{% if grade == "C-" -%}
I am concerned that if the current trend in your scores continues, you will be on the border of the pass/fail line.

I have a few suggestions for the rest of the semester.  First, it is absolutely imperative that you turn in all assignments.  Attend lecture and discussion sections.  Get started early on the programming assignments and ask for help.  Finally, plan a strategy to help you prepare well for the final exam.

The good news is that we have completed about half of the course grade, so there is an opportunity to fix this problem.  The other professors and I are happy to discuss strategies together during office hours.
{% elif grade in ["D+", "D", "D-", "E", "F"] -%}
I am writing because I am concerned about your grade in EECS 280.  My concern is that if the current trend in your scores continues, you will not pass the course.

If you plan to continue in the course, I urge you to see your instructor in office hours to discuss a plan for the remainder of the semester.  Otherwise, if you plan to drop the course, please see your academic advisor.
{% endif -%}

Database `mailmerge_database.csv`

Again, we'll use the best practice of making yourself the first recipient, which is helpful for testing.

email,name,p1,p2,p3,midterm,grade
myself@mydomain.com,"My Self",100,100,100,100,A+
borderline@fixme.com,"Borderline Name",50,50,50,50,C-
failing@fixme.com,"Failing Name",0,0,0,0,F

HTML formatting

Mailmerge supports HTML formatting.

HTML only

This example will use HTML to format an email. Add Content-Type: text/html just under the email headers, then begin your message with <html>.

Template `mailmerge_template.txt`

TO: {{email}}
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
Content-Type: text/html

<html>
<body>

<p>Hi, {{name}},</p>

<p>Your number is {{number}}.</p>

<p>Sent by <a href="https://github.com/awdeorio/mailmerge">mailmerge</a></p>

</body>
</html>

HTML and plain text

This example shows how to provide both HTML and plain text versions in the same message. A user's mail reader can select either one.

Template `mailmerge_template.txt`

TO: {{email}}
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
MIME-Version: 1.0
Content-Type: multipart/alternative; boundary="boundary"

This is a MIME-encoded message. If you are seeing this, your mail
reader is old.

--boundary
Content-Type: text/plain; charset=us-ascii

Hi, {{name}},

Your number is {{number}}.

Sent by mailmerge https://github.com/awdeorio/mailmerge

--boundary
Content-Type: text/html; charset=us-ascii

<html>
<body>

<p>Hi, {{name}},</p>

<p>Your number is {{number}}.</p>

<p>Sent by <a href="https://github.com/awdeorio/mailmerge">mailmerge</a></p>

</body>
</html>

Markdown formatting

Mailmerge supports Markdown formatting by including the custom custom header Content-Type: text/markdown in the message. Mailmerge will render the markdown to HTML, then include both HTML and plain text versions in a multiplart message. A recipient's mail reader can then select either format.

Template `mailmerge_template.txt`

TO: {{email}}
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
CONTENT-TYPE: text/markdown

You can add:

- Emphasis, aka italics, with *asterisks*.
- Strong emphasis, aka bold, with **asterisks**.
- Combined emphasis with **asterisks and _underscores_**.
- Unordered lists like this one.
- Ordered lists with numbers:
    1. Item 1
    2. Item 2
- Preformatted text with `backticks`.
- How about some [hyperlinks](http://bit.ly/eecs485-wn19-p6)?

# This is a heading.
## And another heading.

Here's an image not attached with the email:
![python logo not attached](http://pluspng.com/img-png/python-logo-png-open-2000.png)

Attachments

This example shows how to add attachments with a special ATTACHMENT header.

Template `mailmerge_template.txt`

TO: {{email}}
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>
ATTACHMENT: file1.docx
ATTACHMENT: ../file2.pdf
ATTACHMENT: /z/shared/{{name}}_submission.txt

Hi, {{name}},

This email contains three attachments.
Pro-tip: Use Jinja to customize the attachments based on your database!

Dry run to verify attachment files exist. If an attachment filename includes a template, it's a good idea to dry run with the --no-limit flag.

$ mailmerge
>>> message 1
TO: myself@mydomain.com
SUBJECT: Testing mailmerge
FROM: My Self <myself@mydomain.com>

Hi, Myself,

This email contains three attachments.
Pro-tip: Use Jinja to customize the attachments based on your database!

>>> attached /Users/awdeorio/Documents/test/file1.docx
>>> attached /Users/awdeorio/Documents/file2.pdf
>>> attached /z/shared/Myself_submission.txt
>>> sent message 1
>>> This was a dry run.  To send messages, use the --no-dry-run option.

Contributing

Contributions from the community are welcome! Check out the guide for contributing.

Acknowledgements

Mailmerge is written by Andrew DeOrio awdeorio@umich.edu, http://andrewdeorio.com. Sesh Sadasivam (@seshrs) contributed many features and bug fixes.

NicBuihner/mailmerge

Mailmerge

Quickstart

Install

Example

Create a sample template email, database, and config

Edit the SMTP server config mailmerge_server.conf

Edit the template email message mailmerge_template.txt

Edit the database mailmerge_database.csv

Dry run

Send first email

Send all emails

Advanced template example

Template mailmerge_template.txt

Database mailmerge_database.csv

HTML formatting

HTML only

Template mailmerge_template.txt

HTML and plain text

Template mailmerge_template.txt

Markdown formatting

Template mailmerge_template.txt

Attachments

Template mailmerge_template.txt

Contributing

Acknowledgements

Edit the SMTP server config `mailmerge_server.conf`

Edit the template email message `mailmerge_template.txt`

Edit the database `mailmerge_database.csv`

Template `mailmerge_template.txt`

Database `mailmerge_database.csv`

Template `mailmerge_template.txt`

Template `mailmerge_template.txt`

Template `mailmerge_template.txt`

Template `mailmerge_template.txt`