Personalize Your Letters and Emails with Mail Merge
In this video you'll learn to use Mail Merge to get your Contact Data into a letter or email.
Personalize a letter by adding in some mail merge fields.
The mail merge codes will be inserted wherever you place your cursor.
To insert your client's first name, click on Insert Mail Merge Fields, and select Contact's First Name.
NOTE: In the template, these mail merge codes look funny. But if we click Save and Preview, we will see what the letter will look like once it's sent out.
Video Transcript:
This video will cover personalizing your emails and letters with Mail Merge. Let’s say you want to send an email or a letter to your clients, but you want to make it look personal, like you sat down and wrote it just for them. This is where Mail Merge comes in. Let’s demonstrate this in an email template. Let's add some personalization. Click on ‘Merge Tags’ and we’ll add the client's first name. When you select a mail merge tag, the system automatically generates the necessary code to accurately display your contacts' data. We can also add any of these other fields here. There are even fields that will Mail Merge your personal information, like your name and your company. If you send personalized letters, you add Mail Merge fields the same way. After you build any email template, especially ones that include Mail Merge tokens, you should send that template to yourself to make sure everything looks ok, before you send it to the outside world.