Add placeholders for personalized or dynamic content in your PowerPoint slides using merge tags.
Before you start
Before creating merge powerpoints (pptx), please go through the following setup in PowerPoint (we recommend for best results to use PowerPoint 2016 or later).
- Open Microsoft PowerPoint
- Go to Files > Options
- On the PowerPoint Options window, select Proofing
- Uncheck all settings under Proofing
- Click OK
- You're done.
Creating Merge PowerPoint
All merge fields must be start with [onshow. and end with ]. An example of a merge tag in powerpoint is [onshow.Client] the Client is the field name. You can create custom merge tags or use our reserve tags below.
Important: Please do not add any white spaces in your merge tags and make sure the tags are added as plain text.
Pulls from Rep Profile:
[onshow.Rep_Name]
[onshow.Rep_Email]
[onshow.Rep_Title]
[onshow.Rep_Phone]
[onshow.Rep_Cell]
[onshow.Rep_Fax]
[onshow.Rep_Website]
[onshow.rep_custom1]
[onshow.rep_custom2]
[onshow.rep_custom3]
Pulls from Client Info Page:
[onshow.Proposal_Id]
[onshow.Client]
[onshow.Revenue]
[onshow.Division]
[onshow.Date]
[onshow.Service]
[onshow.Region]
Pulls from Primary Contact for Recipient:
[onshow.Contact_Prefix]
[onshow.Contact_Title]
[onshow.Contact_Phone]
[onshow.Contact_First_Name]
[onshow.Contact_Last_Name]
[onshow.Contact_Email]
[onshow.Account]
[onshow.Contact_Full_Name]
[onshow.Contact_City]
[onshow.Contact_State]
[onshow.Contact_Zip]
[onshow.Contact_Country]
[onshow.Contact_Mobile]
[onshow.Contact_Fax]
[onshow.Contact_City_State_Zip]
[onshow.Contact_Street]
[onshow.Contact_Address] (Combination of Street and City, State and Zip)
Text Area
Add text areas in your merge documents. Notes highlighted will become your field name.
[onshow.mydescription_textarea]
Adding Image Browse to Replace Image in Slide
Put following tag in description attribute of image (Right-click on image, select Edit Alt Tag).
[onshow.image:mypic;tagpos=inside;ope=changepic;noerr;]
Notice image name here “mypic”, this is can anything whatever you want to name your image and will be shown in the form as label when advance merge pptx will be added to the ClientPoint.
We need to be aware that the code below will resize an image. It needs to resize the image to fit size of the image you put into word or the width and height you manually entered into word. So when you put a translucent placeholder image into word make sure to choose in front of text, and unlock Insert the aspect ratio and make the image the size you need. Note the width and height of the image and plug that into the code below in the highlighted area.
Have any questions? Please contact support@clientpoint.net.