Merge Field Dos and Don'ts

Merge fields are the foundation upon which your Documents are built.  In simple terms, they tell us where to merge the information within your templates.  With such an important role to play, there are a few things to keep in mind when building your templates.


  • Start and end each merge field with curly brackets {}
  • Include a $ after the opening bracket
  • If you need to denote a space, you can use an underscore: {$merge_field}
  • Numbers are okay

For example: {$merge}


  • Use spaces in your merge fields
  • Use special characters in your merge fields
  • ex: !@#$%^&*

For example: {$merge field}, {$mergefield#1} are not valid merge field formats

Some extra considerations:

  • You can format your merge fields in a number of ways.  For examples on how to do this, please see the article Formatting Your Data.
  • You can combine multiple merge fields into a single merge field using Field Mapping.  An example would be if you had a merge field called {$First_Name} and a merge field called {$Last_Name}, but you wanted to combine them into a single merge field: {$Full_Name}.  Please see the article Field Map for more information on this useful feature.
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