If the pre-built Wealthbox mail merge template is not working, you can create your own mail merge template from scratch in just a few easy steps. Below are instructions for building a new template, along with a list of fields you can insert into your mail merge document. 
 

Step by step: How to build a mail merge template from scratch 

1. Open Microsoft Word and create a Blank document

2. Click the Mailings tab

3. Click Start Mail Merge → select the needed type (Letter, Envelopes or Labels)

4. Click Select Recipients

5. Click Create a New List

In the Edit List Fields window you can: 

• Add a field: begin typing the new field name or copy/paste from list below, then click the + button to add

• Remove a field: select a field, click - button to remove 

• Reorder fields: use Move Up / Move Down

When finished, click Create, give your new list a name, and save it. This file becomes the recipient list Word uses for the mail merge.

The Edit List Entries window will appear—click OK to continue.

Field Formatting Rules and Limitations

• The fields are case-sensitive. For example, "firstname" won’t pull in the contact’s first name, but "FirstName" will.

• Tip: Copy the field from the below list and add it directly into your new list. Simply pasting these fields into the template will not merge the data. Each must be added as a merge field.

• Conditional Formatting: When running mail merges in Wealthbox, we do not have the option of conditional formatting, meaning the app will not be able to discern and handle when a field is blank on a contact, but you add the field to the merge template. For example, you create a label template and you add MailingAddressLine2 to the template, but not every address in Wealthbox has a line 2. In this case, Wealthbox will just produce a blank MailingAddressLine2 as opposed to moving the city state zip up in its absence. Another example: you cannot conditionally use the Nickname or FirstName field when a Nickname is not assigned to a contact.
   

List of mail merge fields you can insert

The fields listed below can be inserted into your mail merge template. These fields will pull the corresponding information—such as names, addresses, and other relevant details—directly from your contact records in Wealthbox.
 

FullName

Prefix

FirstName

MiddleName

LastName

Suffix

Nickname

JobTitle

CompanyName

HouseholdName

SpouseFullName

SpouseSalutation

SpouseFirstName

SpouseMiddleName

SpouseLastName

SpouseNickName

MailingAddressStreet

MailingAddressLine2

MailingAddressCity

MailingAddressState

MailingAddressZip

MailingAddressCountry

WorkEmail

PersonalEmail

OtherEmail

WorkPhone

HomePhone

MobilePhone

FaxPhone

OtherPhone

DateOfBirth

MaritalDate

Custom Field(s)

Custom text fields can be created and used as mail merge fields. When adding custom fields to a template, be sure to remove any spaces or non-alphanumeric characters. For example, if the field is named "Time: Get This," it should be entered in the Word document as "TimeGetThis."