The Mail Merge feature in AdviserLogic is designed to help you generate personalised client communications efficiently by combining dynamic client data with your own document templates. Built to work with Microsoft Word’s Mail Merge functionality, this tool allows you to quickly produce tailored correspondence at scale.

You can easily create documents such as welcome letters, review reminders, advice cover letters, or any client-facing communication that requires personalisation.

Mail Merge draws data directly from AdviserLogic fields—such as client names, contact details, account numbers, and adviser information—ensuring each document is accurate, consistent, and professionally presented.

Whether you’re generating a single document or running a large-scale communication campaign, Mail Merge helps streamline the process while enhancing the overall client experience.

To access the mail merge function, navigate to Tools > Adviser Tools > Emails > Mail Merge.
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This will open the Mail Merge window, where you can manage templates, choose recipients, and generate personalised documents using client data from AdviserLogic.

Allows you to filter and select client groups for your Mail Merge Document. You can choose predefined client groups or create custom groups based on specific criteria such as adviser assignment, service type, review due dates, or client status.

This feature streamlines bulk communication by ensuring documents are only generated for relevant clients.

Access the group management options by selecting the Group Management button from the top right of the Mail Merge window.

Use the search field on the top left of the group management window to search for specific clients.

Search results will show in the unselected clients column. Select the tickbox in front of the client to include in the group. The client will move to the selected client's column.

Use the Search Group field in the top right of the window to locate a previously saved group from the dropdown options. Once selected, all associated clients will automatically populate in the Selected Clients column.

To Filter Clients, use the available filter options located below the search fields.

You can choose from three filter types to refine your client list:

Selecting the Filter Type will display options specific to that category in the following filter field, allowing you to refine your search based on the selected filter/s.

To refine your client search results, you can combine multiple filters from General, Financial, or Custom Filters. This allows you to create highly targeted client groups based on specific criteria.

Select a Filter Type:
Choose the filter category you wish to use — General Filters, Financial Filters, or Custom Filters — from the dropdown menu.

After selecting the filter type, a field of available conditions relevant to that filter will display. Continue refining until no further fields appear.

Once you select the Apply Filter button, a list of clients matching the chosen conditions will show in the Unselected Clients column, allowing you to review and refine your selection further.

Each additional filter further narrows the search results, allowing you to focus precisely on clients matching all selected criteria.

This process helps generate accurate, meaningful client lists for reports, campaigns, or focused advice delivery.

Review and finalise your client group by previewing the filtered client list. To add clients to your group, tick the checkbox next to each client in the Unselected Clients column.

Alternatively, you can use the master checkbox beside the Client Name heading to select all clients that match your filter criteria. Once selected, these clients will automatically move to the Selected Clients column.

Select Save Group to save it as a new group.

A confirmation prompt will open, allowing you to enter a Group name.

Your saved group name will automatically become available in the Select Filter Group

The template functionality in Mail Merge is identical to the Email Templates section, offering a familiar and user-friendly experience.

The editor includes standard word processing tools, allowing you to type directly into the text box, format content, and copy/paste images as needed.

To insert dynamic client/adviser data, select the Insert Code (gear icon) to access dynamic fields—these will populate individual client/adviser information even when generating bulk documents.
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Once you've created your template, select Save. You'll be prompted to enter a template name and choose a template category from the drop-down menu to help organise and manage your templates effectively.

You will be prompted to enter the Template Name and select the Template Category.

Select the previously created Template Category from the category dropdown.

Select OK to save your template.

To create and manage Template Categories, select the Template field from the top left of the main window.

Select the Add Category button from the top left of the Template Manager screen.

The Add Category window allows you to create and manage template categories to keep your Mail Merge templates organised and easy to access.

In the Category Name field at the bottom of the window, type the name of your new category (e.g., “Review Letters” or “Fee Disclosure”).

Select Save to add the new category to the list.

The category will now show in the category list.

Select the green pencil icon next to an existing category to rename it.

Select the red bin icon to permanently remove a category.

To access the Template Management options, select the Template button from the top left of the Mail Merge main window.

The Templates window will open, displaying a list of your saved Mail Merge templates.

Here, you can view each template’s associated category (if assigned).

Use the View Categories link to expand and view the category associated with a template.

You can also access key template management options:

Use the Add Category button in the top right to create and manage categories.

To generate a document, select the Template from the template dropdown at the top of the mail merge window next to the Template button.

Selecting the To button from the Mail Merge screen will open the client selection window. Allowing you to specify the clients for whom you wish to generate documents.

You can manually enter client names, choose from a list, or apply filters to add multiple clients at once. Alternatively, use the Select Group drop-down to choose from a previously saved client group for bulk document generation.

​The Send To window allows you to select the clients for whom you want to generate personalised Mail Merge documents.

Once you’ve selected your template and added the relevant clients, select the Generate button.

A confirmation window will appear, prompting you to create a File Note against the selected clients’ records.

A personalised letter will be generated for each client who meets the selected conditions, with all dynamic fields automatically populated from the data in your template.

All letters are compiled into a single Microsoft Word document, with each client’s letter separated by a page break. This consolidated format is designed for efficiency and ease of bulk printing or reviewing.

If you need to split the merged document into individual files for emailing or record-keeping, you can do so using one of the following methods.

(Recommended if you're working directly in Word)

Open your Mail Merge template in Microsoft Word. Navigate to the Mailings tab.

Use the Microsoft Mail Merge functions within the document

Select the document type from the Start Mail merge Option , assign the recipient list Select Finish & Merge > Edit Individual Documents.

Choose All (or specify a range) in the dialogue box. Click OK to generate a new Word file with each letter on a separate page.

This allows you to save or modify each letter as needed before printing or exporting.

(Ideal for small batches)

From the merged Word document, go to File > Print. Set the printer to Microsoft Print to PDF.

Under Pages, enter the range for the client (e.g., 1–1). Select Print, then save the file using the client’s name.

(Recommended for bulk document splitting)

Use tools like:

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