Easy Mailmerge for Multiple Letters

You can produce multiple documents by tagging multiple Contacts. If you have pre-printed letterhead or just need to create one-page letters, that is easy. If you are producing multi-page letters without pre=printed letterhead, the Formattable Clipboard can either work with a letterhead on every page or on no pages.

Below is an example of a one-page letter designed for blank stationery (not preprinted letterhead). In this example, the SALUTATION field is used for the Contact's nickname, like "Joe," and it is used in place of FIRSTNAME if it exists.

The trick is to use the {PAGE} code at the bottom of the Formattable Clipboard. You end up one blank page at the end of all the letters.

The Formattable Clipboard is pasted into a Word template that has the letterhead in the page header.


{PRI CON:FIRSTNAME} {PRI CON:LAST_NAME}
{PRI CON:FIRM}
{PRI CON:MAIN_ADDRESS1}
{PRI CON:MAIN_ADDRESS2}
{PRI CON:MAIN_CITY}, {PRI CON:MAIN_STATE}  {PRI CON:MAIN_ZIP}

Re:{TAB}{INPUT~Enter the regarding line}

Dear {IF {PRI CON:SALUTATION} ISNOTBLANK} {THEN}{PRI CON:SALUTATION}{ELSE}{PRI CON:FIRSTNAME}{END IF}:

BodyOfLetter

Sincerely,


Robert S. Brown
{PAGE}

Note:  Your field codes will differ from some used in the above example, so you'll need to make adjustments if you copy this Formattable Clipboard code.

Here is the result for two Contacts:

sample-letter-formattable-clipboard.png

For more tips on automating documents, see our blog posts on the topic, Document Creation.

A tip of the hat to Joseph Miklos for inspiring this Formattable Clipboard tip with his recent question.