Follow these steps to create address labels using the Wealthbox mail merge fields document:
- Download the Document:
- Save the attached document at the bottom of this page, "Wealthbox Mail Merge Fields.docx," to your computer. - Set Up Labels in Word:
- Open a new Word document.
- Navigate to the Mailings tab, then select Start Mail Merge > Labels.
- Under Label Products, choose Avery US Letter.
- Scroll down and select the exact size labels that you will be using, then click OK.
3. Select Recipients:
- Go to Mailings > Select Recipients > Use an Existing List.
- Locate and upload the "Wealthbox Mail Merge Fields.docx" document you saved, also located at the bottom of this page.
4. Insert Merge Fields:
- Click on the first empty label and then select the Mailings tab, choose Insert Mail Merge Field, and choose the merge field you would like to insert. (Spaces and punctuation between fields).
- Note: you will only need to set up the first label.
5. Apply to All Labels:
- After the first label is set up correctly, click Update Labels to apply the selected merge fields to all labels on the page.
After completing these steps, your document will display the selected fields on each label.
6. Save the file:
- You will be prompted when closing out to Save the related list.
- Navigate to Wealthbox Settings > Customizations > Mail Merge Templates select Create Merge Template and upload your template. Be sure to select the "One file with all contacts" option.
