---
title: "Deliver Mail Merge"
slug: "deliver-mail-merge"
updated: 2025-06-20T00:30:56Z
published: 2025-06-25T19:00:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Deliver Mail Merge

Deliver supports the ability to mail merge letters and print right out of Slate. Setting up a mail merge works just like setting up an email campaign.

Slate also supports dynamically-rendered PDF mailings. See [Documents](/v1/docs/documents).

## Creating a mail merge Deliver mailing

To perform a mail merge in Deliver:

1. From the main navigation, select **Deliver**.
2. Select **New Mailing**. A popup appears.
3. Configure the following settings:
  - **Name:** Give the mail merge mailing a descriptive name.
  - **Folder:** Keep mailings organized by adding this mailing to a folder. Select Other and enter a name to create a new folder.
  - **Method:** Mail Merge
4. Select **Save.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Create New Mailing.png)

1. Select **Edit Mail Merge.**
2. Select **Browse**and select a Word document to use for the merge. Repeat as necessary. You may add any number of documents to a campaign. For example, you might add envelopes and cover pages that should all print separately.
3. Select **Close**and configure the mailing.
4. When finished, select **Send Mailing.**
5. Set the delivery window and confirm the recipient lists are correct.
6. Select **Send Mailing.**A system dialog appears.
7. Enter **SEND**in the dialog box and select **OK.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Upload Mail Merge Word Document.png)

The mailing enters **Outbox** for approval.

📖 Further reading: [Configuring a Message](https://knowledge.technolutions.com/hc/en-us/sections/360006657771-Configuring-a-Message)

## Approving and sending a mail merge Deliver mailing from Outbox

To approve a mail merge Deliver for printing and delivery:

1. From the main navigation, select **Deliver.**
2. At right, select **Outbox.**
3. Select the mail merge mailing you want to approve.
4. The recipient list appears as a list of records. Select a record and select **Edit**to confirm or alter its merge field data.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Confirm Merge Fields for Recipient.png)
5. Select **Approve and Deliver.**

The documents are merged automatically and are ready to print.

These messages appear on the recipient’s Timeline.