On the Select Mail Merge Document window, click the add button. This will allow you to create a new Word Mail Merge template for use with your Datamines.
The Add Mail Merge Document window appears as shown below.
Description: Enter the description of the document to mail merge i.e. Year-end letter.
Category: Select a category using the dropdown.
Campaign: Select a campaign to add to the document (this is optional).
Document: Select the document to mail merge by clicking the Document hyperlink which will add the document path.
Design: Click this to edit the selected document or a new document to mail merge. - Insert the merge fields wherever necessary.
Click OK to add the mail merge document.
Update Communications: When you click Ok the letter is saved in a central location. Each client on the query will get a link to that saved file added to their communications history.
ERROR: Invalid Merge Field
When you click OK on the document, the system will begin the merge. If the fields in the merge document do not agree with the fields selected in the query then the following window will appear. It means that there are merge fields in the letter that are not included in the data mine.
To solve this, either remove the FirstName field from the mail merge letter as shown or add the field (FirstName) into the data mine and then re-run the data mine.
If you click Cancel then you will get an error on the Word document. To solve this, close down the Word document and again, either remove mismatched field from the mail merge letter as shown or add the missing into the data mine and then re-run the data mine.