This article outlines how to ensure your merge codes are entered into your templates correctly so that they will pull information from Equinox into your correspondence.


Merge codes must be added to your templates without any hidden formatting or they will not be recognised when the template is generated.


Merge codes can be added to templates in 2 ways:


  • Manually type the merge code into your template 
    Make sure you do not make any mistakes or edit the merge code as this will add hidden formatting.

  • Paste the merge code without formatting
    Depending on the application you are using, the keyboard shortcut for this is:


[Ctrl] + [Alt] + [V]    OR    [Ctrl] + [Shift] + [V]


Note: If the merge code does not pull information into your template and is still present in your template after you have generated it from Equinox, the merge code has been added with hidden formatting. Please amend the template and copy and paste the merge code without formatting as outlined above.