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How to Create and Upload an Advanced Merge Document in ClientPoint

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Elayza Cataluna
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What is an advanced merge document? 

An advanced merge document leverages merge tags to dynamically personalize content for your recipients. By embedding these tags in Word documents or PowerPoint presentations, you can create tailored files that automatically pull in relevant information from your ClientPoint system, such as client names or custom data. This feature is particularly useful for maintaining professionalism while saving time on manual edits.

Learn how to create an advanced merge document with merge tags that you can use within your ClientPoints.

Key Features of Advanced Merge Documents

  • Supported Formats: Merge tags can be used in .docx (Word), .pptx (PowerPoint), and Advanced HTML Pages.
  • Merge Tag Types: There are different types of merge tags that can be used based on how you'd like to personalize your content. The merge tag options are made up of:
  • Case Sensitivity: Merge tags are case-sensitive and must be precisely formatted without extra spaces.

Steps to Create an Advanced Merge Document

  • Prepare Your Document
    Open Microsoft Word or PowerPoint. Insert merge tags where personalized information will appear. For example:

Here is an example of a sentence with a word document merge tag for Client's name. 

The subject of this Agreement is between ^Client^ and ACME, Inc.

Here is an example of a sentence with a PowerPoint merge tag for Client's name. 

The subject of this Agreement is between [onshow.Client] and ACME, Inc.

  • Ensure Proper Formatting

    • Verify that all merge tags match the case and syntax requirements.
    • Save the document as .docx (Word) or .pptx (PowerPoint).

  • Upload to the Content Library

    • Navigate to Settings > Content Library > Add to Library.

    • Select Advanced Merge Document as the type.

    • Click Choose a File, upload your document, and save.

Conclusion

Advanced merge documents offer a powerful way to enhance communication with personalized, dynamic content. By embedding merge tags into Word or PowerPoint files and uploading them into your ClientPoint content library, you can efficiently create tailored documents that elevate client engagement.

For assistance or further questions, reach out to support@clientpoint.net.

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