Mail Merge

The Mail merge in the Windows version of the American Dream PlannerTM has over 130 mail merge fields that can be exported in a comma separated value (csv) file. Attached is a sample Microsoft Word® document that includes various fields (including IF/THEN statements) that serve as an example of how you can create your own custom templates without incurring the expense of programmers.

You will need to download the data file and the sample letter and then link them on your computer using Word®’s mail merge function.

Mail Merge data file
Sample letter using mail merge
Mail Merge Fields List
MailMergeDataFile
MailMergeInstructionsShowingFieldCodes
MailMergeInstructions