Getting Started with Mail Merge

This article is part of the Mail Merge section.

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Mail Merge

 

Mail merges in CPL are used for creating and sending documents to clients and contractors. They let you build templates that can be automatically personalised for multiple recipients.

Mail merge can be used in two ways: with the Add-in provided by CPL, or by using Word's built-in functionality. Please clarify with your Administrator which version you are using. The main difference between the two methods is how mail merge fields are added, and this will be explained in separate articles, appropriately titled for easy reference.

Using the add-in offers a smoother and more streamlined user experience.  Read more about installing it here.

When creating your mail merge template, you’ll use fields to pull relevant information from various areas of CPL, ensuring each document is customised with the right details. You can also add general text to the template, which will be included for all recipients.

For example, your template could include fields like Name, Address, Balance, and Account Number, which are pulled directly from CPL to generate a fully personalised communication. This can then be emailed, printed, or made available on the Client Web Portal for multiple clients.

Please note that the mail merge articles are based on Microsoft Word 2019 and the CPL Word Mail Merge Add-in. As a result, the menu items may appear slightly different in other versions of Word.

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