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Adding additional information (besides name and email) to addresses

By default, Direct Mail lets you edit the following fields for each recipient:

  • First Name
  • Last Name
  • Email Address

You can edit additional information for each recipient, including:

  • Company Name
  • up to 15 custom fields

Here's how to edit more than just the default information for each address:

  1. Choose Addresses > Show Columns > from the menu bar.
  2. Choose the additional columns you'd like displayed.
  3. Once the columns are displayed, double-click the field to edit.

A Note for Users Upgrading from Direct Mail 2

In Direct Mail version 2 and older, the names you assigned the custom columns were the same names you used as mail-merge tags in the message body. For example, if custom column #1 was named "Favorite Song", then you would have used the [favorite song] mail-merge tag in the body of your message. In Direct Mail 4, this is no longer the case. Mail-merge tags no longer use the name of the custom column, but simply [custom 1], [custom 2], etc. This means that even if you change the name of the custom column, you will not need to edit your message and change the mail-merge tag.

Direct Mail 3 automatically performs this conversion for you when upgrading any old Direct Mail 2 documents.

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