Inserting MailMerge Fields for SyteLine Contacts

These contact fields are available for use in MailMerge documents:

first_name
middle_initial 
last_name 
suffix 
job_title 
address_1
address_2 
address_3
address_4
city
state
zip 
country
business_phone
mobile_phone
email 
fax

Adding MailMerge Fields in a Word Template

You cannot paste or type these fields into a template. They must be added using the MailMerge functionality in Microsoft Word. In Microsoft Word 2010, these are the steps to add the fields:

  1. Open a new document.
  2. Click Insert > Quick Parts > Field.
  3. Select MergeField from the list of field names.
  4. Under field properties, type in the SyteLine field name from the list, for example first_name. (Word will place the field inside special characters.)
  5. Click OK to insert the merge field.

In other versions of Word, the steps might be different.

EXAMPLE: An example template that uses the SyteLine MailMerge fields is available through the knowledge base on our Support site. Search for a KB article containing the text "SyteLine MailMerge Email Merge Template".

Adding MailMerge Fields in the Communication Wizard Message Area

If you are creating a simple e-mail without a template, type the text of your message into the Message field in the Communication Wizard. When you reach a point where you want to insert a MailMerge field, follow these steps:

  1. Select a field in the Merge Field dropdown. A variable representing this selection is placed on the clipboard.
  2. Place the cursor in the Message box.
  3. Type Ctrl + V to insert the variable at the cursor location.
  4. Continue composing the message.
  5. When the communication is sent, all variables you placed are replaced with the appropriate data.

EXAMPLE: You are sending an e-mail to two prospects, Joe and Jane, and you want to personalize the message. Select First Name in the Merge Field dropdown, then paste the variable into the message opening. The message now begins, "Dear {@FirstName}". When the message is sent, the variable is replaced and the messages read, "Dear Joe" and "Dear Jane."

For More Information

The help topic Sending a Communication to a Group of Contacts contains additional information about how to use MailMerge templates in SyteLine.

Related Topics

Sending a Communication to a Group of Contacts