Merge fields are placeholders in your document that can be replaced by basic Address Book entries or user-defined field information when you perform a merge. For example; in the body of a letter; you can insert a merge field for a Contact’s name:
[First Name]
When you perform the merge; the name of each recipient is displayed in place of the merge field. If the entry does not have an assigned value for the chosen merge field; the field does not display.
Merge fields are not restricted to Address Book entry information—you can insert merge fields for your own user information; Customer Service cases; and Opportunities as well.
You can insert merge fields in email templates; email messages; automated campaign messages; and Microsoft Word documents by clicking the icon below:
- In the Address Book; Opportunities or Customer Service page; select your entries and click Actions Write an email.
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- In Opportunities; Customer Service or the Campaigns page; select an entry.
- Go to the Documents tab select the documents you want sent and click on Email document.
- Begin writing your email. When you need to insert a merge field; click the merge field icon in the tool bar.
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- If you want to use an email template select the Email template icon before writing.
- Select the email template and press Retrieve to use it.
- Choose the type of fields you want to use for your entries in the Fields for: drop-down list.
- Insert a basic field by searching it in the search bar or scrolling down the list.
- Click on the field and press OK to insert.
- The merge field appears in the email message.
- To insert a user defined field merge field; select the merge field icon again.
- Scroll to the bottom of the list and click User Defined Fields to expand the folder.
- Search for the field by typing its name in the search bar or look through the list.
- Click on the field and press OK to insert.
- The User Defined merge field appears in the email message.
- Repeat the steps above if necessary when writing the email.
- Set the Logging options below then click Send when finished.
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At the bottom of the email, you can:
- Select "Send a copy of this message to myself" to automatically send a carbon copy of the email message to your email address.
- Setup the Interaction Properties and Access Rights.
- Click Send.