Creating Mail Merge Fields

You can easily create Mail Merge fields within Pathway Developer for use in your merged letters.

Note - Mail Merge fields can be created at any point in the Pathway, however, they are affected by the rules.

You can either create a Mail Merge field on a new Rule Node or add to an existing Rule Node. Mail merge fields can be created per individual rule.

Important - Before creating a merge field you will need to create a Register, see Creating a Register for more details.

To create a Mail Merge field:

  1. Highlight the rule that you want to create the mail merge field against and select Mail Merge :

  2. From the Mail Merge pop-up select Add:

  3. In Field enter a description, this displays on the letter before merging.

    Note - The Field description must not contain spaces.

  4. Select which details to display on the letter:

  5. Select OK. Rule Nodes with a mail merge function attached display with a grey border:

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.