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.

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