Merge Fields allow information stored within Access PaySuite to be added to email and letter templates automatically. This helps create personalised communications without manually updating customer or organisation details each time a communication is generated.
Add a Merge Field
Click the Direct Debits tab on the left-hand side.
Select the Cancellation Templates tab.
Locate the cancellation type you want to configure using the search bar or filters.
Under Actions, click the pencil icon to open the template settings.
Place your cursor where you want the information to appear.
Select Merge fields and search for or select the field you want to insert.
Click the field to add it to the template and click Save template.
The selected Merge Field will be inserted into the template and automatically populated when the communication is generated.
Use Merge Fields
Merge Fields can be used in both email and letter templates.
When the communication is generated, the Merge Fields are automatically replaced with the relevant information from Access PaySuite.
This helps ensure communications remain accurate, consistent, and easier to maintain.