Follow these steps to create a Letter Mail Merge template 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 Letter in Word:
- Open Microsoft Word and choose a new document or an existing document that you would like to use as a Mail Merge template.
- Navigate to the Mailings tab, then select Start Mail Merge > Letters. -
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. -
Insert Merge Fields:
- Select the Mailings tab, choose Insert Mail Merge Field, and choose the merge fields you would like to add to the letter. (Spaces and punctuation between fields).
5. Save the file:
- Select Save and close out of the letter in Word.
- Navigate to Wealthbox Settings > Customizations > Mail Merge Templates and select Create Merge Template and upload your template. You can either select the "One file with all contacts" or "Separate files for each contact" option depending on your preference.
- Lastly, you will need to Save the new mail merge template.