You can use mail merge fields and field variables to transfer field contents from data records to cover letters. Cover letters can take the form of customer offers or even opportunities.
You can use mail merge fields and field variables in letters, form letters, and e-mail campaigns.
Mail merges fields and field variables serve as placeholders in cover letters and are replaced with field values when printing or sending. In principle, you can differentiate between 3 sources:
Primary links are only available in the Premium Edition.
Field variables contain information about the sender, for example, your name, the name of your company, your department, your direct line, and so on.
You can also insert field variables if the cover letter is not linked to any additional data records.
Field variables are available in all types of cover letter that is: letters, form letters, and e-mail campaigns.
Mail merge fields contain fields from linked data records.
Every recipient address field can be used as mail merge field.
Mail merge fields from linked data records in addition to recipients are only possible with Microsoft Word for letters and form letters.
You can use field variables, mail merge fields from linked addresses, and mail merge fields from other linked data records with cover letters in Microsoft Word.
If you create an offer in an opportunity or insert primary links, additional mail merge fields from the opportunity, linked addresses, products, or from the document data record are available.
In e-mail campaigns, you use the field variables and mail merge fields from linked addresses.
Additional special elements insert multiple mail merge fields simultaneously or give you the option of using automatic processes.