How To Insert Mail Merge Codes
Step 1: Open Sumac, and click “Contacts” in the console
Step 2: Under “Mailing”, click “Mail Merge Codes”
Step 3: Choose the record type, and then the field you want to insert
Step 4: Copy the code that appears
Step 5: Paste the code into your template. When you send your template, Sumac will automatically fill in the details from the database. Be sure to test your template before sending.
Once your templates have been personalized with mail merge codes and are ready, you will need to upload them to Sumac. Find out how to do that in this article.
My .rtf or .docx template is not working. What’s wrong?
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How to Make a PDF Receipt Template for Sumac
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