You can insert the fields below into your Microsoft Word templates and upload them to Wealthbox to perform mail merges with your contacts.

Tip: To ensure everything works correctly, copy the field from the below list and paste it directly into your Mail Merge field in Word. For example, "firstname" won’t pull in the contact’s first name, but "FirstName" will.

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."