What is mail merging?

From Wikipedia..

“Mail merge is a tool which allows you to create form letters, mailing labels, and envelopes by linking a main (common) document to a set of data or data source. The main document is linked to the data source by common fields of data, called merge fields.”

The “data source” is your Devi account and the “data” is the information you have put into Devi, e.g. your employee first and last name.
The “merge fields” are mapped information from your account data to the template.

For example we provide you with an employee field called “First name” and Devi maps this field to {{first_name}}. A list of these mappings can be found in the templating area of Devi.

Simple example

  1. Go to “Team”, then “Settings” from the top menu and choose “Templates”
  2. Click “New Template” button
  3. In the inline editor type in “Hello {{first_name}}” and click save
  4. The template is now saved to your account
  5. Go to any employee, e.g. “John Smith” in your account and from the menu click “Create Template”
  6. A list will display and choose “Template Test”
  7. Choose to download the file and click the submit button
  8. The file will now download to your computer, the file will contain text saying “Hello John”