Inserting MailMerge Fields for Contacts in a Word Template

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

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 CloudSuite Industrial 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 CloudSuite Industrial MailMerge fields is available through the knowledge base on our Support site. Search for a KB article containing the text "MailMerge Email Merge Template".
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