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.