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Create and Upload A Mail Merge Document

The CRM already has templates created for Mailing Labels 5160, Envelopes Size 10, and a Pre-Approval Letter. You can also create new documents to use in the single and mass Mail Merges.
 
To upload a new Mail Merge Template (applies in both Lightning & Classic):
  1. Click on Your Name in the top right corner of the screen.
    1. Or click on the Gear Icon (in Lightning)
  2. Click on Setup.
  3. Searc "Templates" in the Quick Find
  4. Click on Mail Merge Templates.
  5. Click on the New Template button.
  6. Enter the Name of your document.
  7. Click the Browse button to find the Word document (must be a .doc file, NOT .docx) on your computer.
  8. Click the Save button.
TIPS:
-  Download the full list of Fields with Mail Merge attached to this article!

Watch the video below to learn how to create and upload a mail merge document:

Attachments

BusinessMailingLabels5160.doc BusinessMailingLabels5160.doc
CouplesMailingLabels5160.doc CouplesMailingLabels5160.doc
Jungo_-_All_Mail_Merge_Fields.doc Jungo_-_All_Mail_Merge_Fields.doc
Jungo_-_Lender_App_All_Mail_Merge_Fields.doc Jungo_-_Lender_App_All_Mail_Merge_Fields.doc

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