Mail Merge Templates allow you to generate personalized documents using information stored in your Cloven CRM. These templates can be used for client reports, portfolio summaries, insurance statements, and other documents that require CRM data to be automatically populated.

This article covers how to create a new Mail Merge Template and upload it to your CRM. For detailed instructions on editing merge fields and building dynamic tables, please refer to the training video linked at the end of this article.

If you have any questions, please contact support@bluroot.ca.

Creating a Mail Merge Template

1. Log in to your Cloven CRM account.
2. Open Setup and navigate to Templates under the Customization section.
3. Select the Mail Merge tab.
4. Click the dropdown arrow beside New Template and choose the module where the template will be used.
5. Complete the template setup:
   • Enter a Template Name
   • Upload your document using Choose File
   • Select the destination folder
   • Optionally add a description for future reference
6. Click Import to create the template.

Once imported, the template will be available in your Mail Merge library and can be edited at any time.

Editing a Mail Merge Template

After opening a template, you can add merge fields that automatically pull information from CRM records when the document is generated.

Mail Merge Templates also support related records and repeating sections, making them ideal for documents such as Insurance Portfolio Statements, Investment Summaries, and other reports that display multiple records.

When editing tables, you can:

• Add or remove columns
• Insert merge fields
• Create repeating rows for related records
• Customize the layout of your document

Additional Resources

For a complete walkthrough of creating and editing Mail Merge Templates, including the use of merge fields and repeating tables, please watch the training video below: