Payments2Us ManualsPayments2Us User Manual Receipts, Statements and TemplatesHow to mail merge with MS Word Templates (Classic)

How to mail merge with MS Word Templates (Classic)

Some organisations like to merge their receipts and documents with Microsoft Word Documents.  There are two options for doing this:

  1. The Salesforce Merge feature
  2. 3rd Party specialist Mail Merge documents such as Conga

These options are outside of the scope of Payments2Us. This guide provides an overview of this option, should you wish to have further assistance, then you can engage Payments2Us Professional Services - contact info@payments2us.com for more details.

Like a MS Word document, data from Salesforce CRM can be mail merged into the text component of receipts and membership notifications. This procedure shows how to produce a merged document for a selected individual.

1. Create a Mail Merge - MS Word template

Create a Mail Merge - MS Word template

See the Salesforce Online Help for notes about creating a Mail Merge Template.  The object you wish to merge with is "Payment Txn".

2. Upload template into Salesforce

Upload template into Salesforce

Navigate to Setup > Administration Setup > Communication Templates > Mail Merge Templates

2.1. Select 'New Template' button

Select 'New Template' button

2.2. Enter details and SAVE

Enter details and SAVE

Note: The sample document already exist in Word with your wording and graphics.

3. Use the Mail Merge Template

Use the Mail Merge Template

Navigate to the Payment Txn's tab and select the transaction you would like to use for the merge

3.1. Scroll down to the Active History heading and select the 'Mail Merge' button

Scroll down to the Active History heading and select the 'Mail Merge' button

3.2. Select the template and Generate

Select the template and Generate

Select the previously uploaded template and generate.

NOTE: Should you have issues with your browser type, then you may wish to log a case with Salesforce Support and ask for Mass Mail Merge feature to be enabled.