Creating Mail Merge and Envelope Templates
Access the Mail Merge Setup form.
To create Mail Merge templates, you use the same processes and programs that are used to create proposal generation templates. The process for creating Mail Merge templates is nearly identical to creating proposal generation templates. The only difference is that Mail Merge templates use the template type MM for Mail Merge and EN for envelopes.
The table lists the fields that can be inserted into a Microsoft Word RTF document when you create a Mail Merge or envelope and label template. During the mail merge process the token is replaced with information from the system:
Token Name |
Token Description |
Source |
|---|---|---|
PMMAddressLine1 |
WLADD1 |
F01161 |
PMMAddressLine2 |
WLADD2 |
F01161 |
PMMAddressLine3 |
WLADD3 |
F01161 |
PMMAddressLine4 |
WLADD4 |
F01161 |
PMMCountry |
WLCTR |
F01161 |
PMMState |
WLADDS |
F01161 |
PMMCity |
WLCTY1 |
F01161 |
PMMZipCodePostal |
WLADDZ |
F01161 |
PMMCountyAddress |
WLCOUN |
F01161 |
PMMCompanyName |
WWALPH |
F0111 |
PMMMailingName |
WWMLNM |
F0111 |
PMMContactTitle |
WWATTL |
F0111 |
PMMSalutationName |
WWSLNM |
F0111 |
PMMGivenName |
WWGNNM |
F0111 |
PMMMiddleName |
WWMDNM |
F0111 |
PMMSurname |
WWSRNM |
F0111 |
PMMSecondaryMailingName |
WWMLN1 |
F0111 |
PMMNickName |
WWNICK |
F0111 |