Mail merge templates in Wealthbox allow you to generate personalized documents, labels, or envelopes by automatically pulling data from contact records. The fields listed below can be inserted into your mail merge templates, ensuring that the corresponding details—such as names, addresses, and other relevant information—are dynamically populated from the applicable contact records in Wealthbox. 

• 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 template as a Mail Merge field in Word. 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.

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."