Allow Word-like styling in mail merge functionality

We are looking for styling functionality carried over to the word doc. We are looking to minimize the amount of formatting they have to do in the box.
  • Reed Green
  • Aug 27 2015
  • Attach files
  • Michelle Templeton commented
    August 28, 2019 19:49

    Any update on this? As I'm heading into a new season, I would love to see more features in mail merge.

  • Michelle Templeton commented
    February 14, 2019 21:36

    Please improve the mail merge functionality! I spend hours simply trying to format something I've copied from Word. I can have something looking right in the edit window and then preview it and it's completely different. Frustrating to say the least that it doesn't even look like what I made when I preview it.

  • Kelen Walker commented
    February 13, 2019 16:20

    It's hard to believe there are NO formatting options available.  Very disappointing!

  • Guest commented
    March 14, 2018 16:17

    PLEASE! Merging directly from OnBoard with formatting options would greatly cut down on error and duplication of effort.  We just rebranded and need to stick to our business rules for formatting, font, etc.!

  • Yitzy Feiglin commented
    August 07, 2017 22:02

    Agreed. I have exports from EE I'm trying to recreate for On Mail Merge, and it just doesn't work. I would love to see a much more advanced HTML editor with page formats and Letter page WYSIWIG editing preview, as well as a more robust set of text formatting options. I'm going to be exporting a spreadsheet to merge into Word at the moment which (a) is a pain, (b) doesn't keep a record of the letter and (c) is not conducive to having a reusable template.

  • Gordon Allan commented
    June 09, 2017 19:32

    The continued work-arounds that we have to do to prepare professional-looking mail-merged letters is extremely frustrating. We really need the ability to merge editable Word documents.

  • +1