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Conga Support

Create and Store a Mail Merge Template

After configuring Mail Merge to retrieve the desired data from Salesforce, your next task is to create a merge template using Microsoft Word.

Conga Mail Merge supports Word templates only.

Refer to the following resources for information on creating Mail Merge Word templates:

After creating your Mail Merge Word template, you may store your template in any of three locations:

  We recommend you store your templates in the Conga Template Manager to make it easily accessible from the Mail Merge wizard. Text-based Merge Fields work with Traditional Merge Fields. They DO NOT work in Mass Mail Merge.

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