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How do I create a Envelope-Based Mail Merge Template in Microsoft Word?

Sydney Cordell
Sydney Cordell
  • Updated

Follow these steps to create envelopes using the Wealthbox mail merge fields document:

  1. Download the Document:
    - Save the attached document at the bottom of this page, "Wealthbox Mail Merge Fields.docx," to your computer.
  2. Select the Type in Word:
    - Open a new Word document.
    - Navigate to the Mailings tab, then select Start Mail Merge > Envelopes
    - An Envelope tab should then appear showing your name under the return address field, and you should then be able to add the return address to the envelope. 
    - Please note that the page setup will default to Envelope #10 which can be changed by selecting "Page Setup"
    - Once the settings are customized, select "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 text box located in the middle of the document 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).


  5. 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 "Separate files for all contacts" option.