How do I add automatic merge fields in a Template?

Use automatic merge fields to include a little bit of customization in your templates.  Information can include People details (name, address, phone, email, etc.), Staff information (name, work address, work phone, work email, office location, etc.), Secondary Contact information (CC and BCC). You can auto insert this data by adding automatic merge fields to your templates.

If you have not already created your new form letter see the How do I create a Template article.

To add an Automatic Merge field(s):

1. From Content Library.

2. Select letter where you would be inserting the Automatic Merge Field(s).

4. In the body of the letter place your cursor where you would like to insert the automatic merge field.

5. Type or copy the Automatic Merge Field from the table below.  Make sure you include brackets before and after field name -- for example, {{Last}}.

6. To insert additional automatic merge fields repeat steps 4-6.

7. Click Save and Preview button. 

8. Click Mark As Final button to exit. 

Here is a list of the automatic merge fields and their descriptions:

Fields	Merge Field	Description
Person Fields	{{ContactID}}	ID number associated with the person
	{{OrganizationID}}	ID number associated with person's organization
	{{Prefix}}	TO person’s prefix
	{{First}}	TO person’s first name
	{{Middle}}	TO person’s first name
	{{Last}}	TO person’s last name
	{{DateOfBirth}}	TO person’s date of birth
	{{Salutation}}	TO person’s case salutation
	{{Title}}	TO person’s title
	{{Tag}}	To person's people tag(s)
Address Fields	{{AddressID}}	ID number associated to the “TO ” person’s address
	{{Street1}}	TO person’s Street 1 of Mailing Address
	{{Street2}}	TO person’s Street 2 of Mailing Address
	{{City}}	TO person’s city
	{{State}}	TO person’s state abbreviation
	{{StateName}}	TO person’s full state name
	{{Zip}}	TO person’s zip code
	{{CSZ}}	TO person’s city, state and zip code
	{{County}}	TO person’s county
Phone Fields	{{HomePhone}}	TO person’s home phone number
	{{Mobile}}	TO person’s mobile phone number
	{{WorkPhone}}	TO person’s work phone number
	{{FaxNumber}}	TO person’s fax number
Staff Fields	{{StaffPrefix}}	Assigned staff member's Prefix
	{{StaffFirst}}	Assigned staff member's First Name
	{{StaffMiddle}}	Assigned staff member's Middle Name
	{{StaffLast}}	Assigned staff member's Last Name
	{{StaffStreet1}}	Assigned staff member's street address
	{{StaffCity}}	Assigned staff member's city
	{{StaffState}}	Assigned staff member's state
	{{StaffZip}}	Assigned staff member's zip code
	{{StaffTitle}}	Assigned staff member's title
	{{StaffEmailAddress}}	Assigned staff member's email address
	{{StaffHomePhone}}	Assigned staff member's home phone
	{{StaffCellPhone}}	Assigned staff member's cell phone
	{{StaffFax}}	Assigned staff member's fax number
	{{StaffWorkPhone}}	Assigned staff member's work number
	{{StaffWorkExtension}}	Assigned staff member's work extension
	{{StaffFullName}}	Assigned staff member’s full name (Prefix First Last)
	{{StaffName}}	Assigned staff member’s first and last name (User Management table)
	{{StaffLocation}}	Assigned staff member's office location (User Management table)
	{{Initials}}	Assigned staff member's initials