Using Merge Tags in ClientPoint

Merge tags in ClientPoint help personalize and make your documents dynamic, ensuring that each proposal or document automatically includes tailored information. These tags allow you to customize content efficiently, reducing manual edits and streamlining the document creation process.

Types of Merge Tags

1. Reserved Merge Tags

   • Predefined and case-sensitive.
   • Must be enclosed in carets (^), e.g., ^Rep_Name^.
   • Capital letters in merge tags represent spaces.

2. Custom Merge Text Tags

   • User-defined tags tailored for specific fields in your content.

3. Text Area Tags

   • Used for longer blocks of text, such as notes or descriptions.

4. Lists

   • Helps include bulleted or numbered lists in your documents.

5. Tables

   • Automatically populates data into tables for organized presentation.

Key Rules for Using Merge Tags

• Enclose all merge tags in carets (^), e.g., ^Client_Name^.
• Avoid blank spaces within the merge tag. Instead, use capital letters to indicate spaces.
• The text inside the carets acts as the merge field label.

For example, a Cover Letter.  You will include your contact's first and last name, address in your merge document where you want your contact's information to appear.  Once you submit your merge document, you will see the contact's information where the merge tags were placed. 

Uploading Advanced Merge Documents

1. Create and save your document with merge tags.
2. Upload the document into the Content Library as an Advanced Merge Document.

Conclusion

Merge tags offer a flexible and powerful way to customize your ClientPoint documents, enhancing personalization and efficiency. For more detailed guidance or troubleshooting, contact support@clientpoint.net.

Have any questions? Please contact support@clientpoint.net.