How do I send a Mail Merge email and include the spouse?
Note: Advanced Mail Merge features (see Smart Templates) are only available in the Platinum plan.
Using a Cloze reference Custom Field you can link a spouse and children to a person.
Any person you link in the Spouse or Children fields can then be easily added when sending a Mail Merge email.
1.) Select your Mail Merge recipients.
2.) Tap on Review and select Spouse (or Children)
Please see below for a quick animated video that walks through the steps.