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CampaignId Id as ReportId. TemplateId Id LabelTemplateId Id BPW 0 or 1 Bypass Wizard Navigates directly to the Download page ReportId or CampaignId TemplateId LabelTemplateId and/or EnvTemplateId Conga QuickMerge is a custom object available through a private AppExchange listing used on the Support page on our website Congasphere. 5 What is Conga Mail Merge. 6 Gather Salesforce Data. 7 Using Salesforce Reports with Conga Mail Merge. Display Type Detail Page Link or Detail Page Button...
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How to fill out conga mail merge
01
First, open the Conga Mail Merge template in your preferred document editing software.
02
Next, review the available merge fields and make sure you have the necessary data for each field.
03
Then, start filling out the merge fields with the corresponding data. Make sure to follow any formatting guidelines provided.
04
If necessary, you can add additional merge fields or customize the template to fit your specific needs.
05
Once all the merge fields are filled out, save the document.
06
Finally, initiate the mail merge process using Conga Mail Merge software to generate personalized documents based on the data filled in the template.
Who needs conga mail merge?
01
Conga Mail Merge is useful for individuals or businesses that frequently need to generate personalized documents in large quantities.
02
Sales teams can benefit from using Conga Mail Merge to create personalized sales proposals, quotes, or contracts for multiple clients.
03
Marketing departments can use Conga Mail Merge to send customized emails or newsletters to a large subscriber list.
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HR departments can utilize Conga Mail Merge to generate personalized offer letters, employment agreements, or employee contracts.
05
Non-profit organizations can use Conga Mail Merge to send personalized donation request letters or thank you notes to their supporters.
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What is conga mail merge?
Conga mail merge is a feature provided by Conga that allows users to create personalized documents by merging data from Salesforce into a template.
Who is required to file conga mail merge?
Anyone who needs to create customized documents using data from Salesforce can use Conga mail merge.
How to fill out conga mail merge?
To fill out Conga mail merge, users need to select a template, map the Salesforce fields to the template placeholders, and then run the merge process.
What is the purpose of conga mail merge?
The purpose of Conga mail merge is to streamline the document creation process by automating the merging of data from Salesforce into templates.
What information must be reported on conga mail merge?
The information reported on Conga mail merge will vary depending on the template and the data being pulled from Salesforce.
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