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FAQ - How Do I Replace Merge Fields in Letters?

The following instructions will show you how to update the merge fields in an existing letter template with new merge fields.

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Adding merge fields is the same process for all letter template editors, so these instructions will work for all modules.

 

Step 1

On the right side of the template editor, there is a list of merge fields for you to choose from

 

Step 2

In the letter template, click your cursor where you want to insert the merge field

 

Step 3

Select the [<- icon on the right of the merge field to insert it into the letter template

 

Result

 

Please note, this is the method you must use when adding merge fields into the letter. Copying and pasting the merge fields can result in issues where the information does not get pulled into the template.