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Adding Mail Merge Fields to MOL Pro Documents

Mail Merge can be added to your document using the MOL Pro editor.

Click here to view a video about mail merge on our YouTube channel.

You must upload or create a mailing list and associate it with your job before you can insert mail merge fields using the MOL Pro editor.  You must also have an active text box inserted onto the face of your document before you can insert mail merge fields using the MOL Pro editor.  If you have not yet associated a mailing list with your job, or you do not have an active text box on the face of your document, mail merge functionality will not be visible.

Instructions for uploading a mailing list can be found here.

As you configure the mailing job, associate a list with the job as you configure it, click the "Edit" button located to the right of "Recipient address".

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Your My Mailing list table will load. You will have the option to upload a new list from this screen. Select the list you want to associate with the job and click "Save and close". 

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You'll be returned to the Job Configuration page. To access the MOL Pro editor so you can insert text boxes and mail merge fields into your document, click "Edit Document". You can click "New Document" if you need to upload or create a brand new one.

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The document editor will launch. Mail merge fields must be inserted into a text box.  To add a text box to your document, click "Text", located in the icon menu on the left of the open editor. This will give you the ability to use your mouse to click, drag and draw a text box on your document. Click here to view a redorded demo that shows you how to draw a text box on a document.

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The Data, Font and Size menus, as well as other functional word processing buttons, will appear.  Headers from your mailing list will be available for merge in the "Data" menu.  Select the desired header to insert it into the text box.  You can change the font type or size of the text by selecting it with your mouse and making a selection from the "Font" or "Size" menus. Click here to view a video that shows you how to work with text boxes in the Click2Mail document editor.

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The mail merge field will appear in the text, surrounded by curly brackets.  Ensure that you do not modify the mail merge field or curly brackets; even adding a space will destroy the attempted merge.

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Make all the necessary changes and text edits necessary to your document. Click "Save and Close" to exit the editor. Merged data will be visible in the proof you approve prior to completing your order.

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