Mail Merge Fields can be applied to the customer-facing features such as Quotes, Online Payments & Acceptance, and Email Templates. Our Mail Merge feature allows admins to replace placeholder text with Quote or customer information allowing the personalization of most Labels & Messages as per the example below:



To use this functionality when using the editor, simply click on the Mail Merge dropdown in the toolbar to enter the appropriate mail merge field:

If the editor is not present, the available Mail Merge Fields will be displayed below the text field in addition to providing more detail on where the change will occur as per the example below:

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