TEMPLATE.md

Creating a Simple Template

Creating a template is as easy as creating a normal Word document (.docx). Yet it could be confusing to people who haven't used the Mail Merge feature in Microsoft Word. The steps are as follows:

Setup

• Create a new word document

• Create your template

• Add mail merge fields

See How to add a mail merge field for specific instructions for your operating system.

• You should then have something like this:

• A complete template might look like this:

NOTE: When adding variables, those that display a value are preceded with an equals sign =. Those that just perform logics, such as loops and conditionals, do not need a preceding equals sign.

How to add a mail merge field

Microsoft Windows

• Click the Insert tab on the ribbon

• Click the Quick Parts dropdown and select Field...

• On the dialog, scroll down and select MergeField

• Select Field Codes

• In the Field codes input box, enter your variable in front of the MERGEFIELD. Notice the space between the MERGEFIELD and the variable

MacOS

• From the menu bar, open the Insert menu and select Field...
• Under Categories, select Mail Merge
• Under Field names, select MergeField
• Add your variable name in the input box; make sure to leave a space after the word MERGEFIELD
  • Example: MERGEFIELD =person.first_name
• Click OK