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Different Types of Merge Fields

How to add a Merge Field

Using a Mac

If using Word on a Mac, there is a fast and reliable way of adding merge fields using Word's own merge field function.

Go to

Insert > Field... > Mail Merge > MergeField > Enter the merge field name after the text 'MERGEFIELD' in the below field (do not delete the text) > Click 'OK' (See below screenshots for an example)

 

 

Using a Windows PC

If using Word on a Windows computer, there is a slightly different way of creating the field.

Go to

Insert > Quick Parts > Field > MergeField > Keep the Format as '(none)' > Add the merge field name in the 'Field Name' text line > OK

 

 

 Square Brackets Method

If you are using a different version of Word than in the above examples and cannot find how to enter a merge field, there is another way (however we have found this way to be just a little less reliable) and that is by adding square brackets on either end of the merge field name.

For example: 

[[Action_Name]]

 

Be sure to read our Options page here for information on required additions to merge fields to draw the data you are wanting (e.g. participant information, date formatting etc.)

 

 

 

 

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