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Mail merge fills a Word template with each household’s data and combines the results into a single Word document you can print and mail. Use it for client letters, envelopes, mailing labels, and any printed correspondence. You upload a .docx template once, then run the merge from any client or prospect — or in bulk from the list — and download the filled document.

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Upload a template

Templates live under Settings → Data customizations → Mail merge. Each book has its own templates, and admins can also upload company-wide templates that every book can use.
1

Open the mail merge settings

Go to Settings → Data customizations → Mail merge. Switch to the Company tab to manage company-wide templates, or the book tab to manage templates only that book uses.
2

Click Upload template

Pick a .docx file from your computer. Slant scans the document for merge fields and uploads it.
3

Confirm the merge fields

The template appears in the Templates list with the merge fields it found. A warning icon indicates any unrecognized fields — fix the typo in your Word document and re-upload.
Letters, envelopes, and labels all share the same flow — page size, margins, and layout come from your Word document itself.
Only admins can upload, rename, or delete templates on the Company tab. Anyone with access to a book can manage that book’s templates.

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Rename or delete a template

Open the ⋯ menu on any template row to Rename or Delete it. Deleting a template also removes any past merge runs that used it.

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Write merge fields

In your Word document, type merge fields as {{field.name}} — exactly as shown in the Merge fields reference on the mail merge settings page. Hover the info icon next to any field for an example value. Common fields include:
  • {{household.greeting}} — the household members’ preferred names joined with & (for example, “John & Jane”). It doesn’t include a lead-in like “Dear,” so add that yourself in your template: Dear {{household.greeting}},
  • {{household.address_block}} — a multi-line mailing address suitable for the top of a letter or an envelope
  • {{household.name}} — the household’s display name
  • {{household.head_of_household.full_name}} — full name of the head of household
  • {{household.head_of_household.salutation}}, {{household.partner.salutation}} — formal salutations
  • {{household.last_meeting_date}}, {{household.next_meeting_at}} — meeting dates
  • {{current_date}} — today’s date in the book’s timezone (for example, “June 19, 2026”) — useful for letterheads and dated correspondence
The full reference on the settings page lists every supported field for the head of household, spouse, partner, and household.
Open the Merge fields section to see sample values for each field, rendered from a sample “John & Jane Doe” household — no real client data is used. Copy the field text directly from the reference to avoid typos.

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Run a merge for one household

1

Open the household

Go to any client or prospect.
2

Click Mail merge

On the Overview tab, click Mail merge in the Quick actions widget. If you don’t see it, click the gear in the widget header and turn on Mail merge.
3

Pick a template

Choose a template, then click Run mail merge.
4

Download the document

When the merge finishes, click Download document to save the filled .docx file.

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Run a merge in bulk

You can fill one template against many households in a single run.
1

Select households

On the Clients or Prospects page, select the households you want to mail to.
2

Choose Mail merge

In the selection bar at the bottom, open the more menu and choose Mail merge.
3

Pick a template and run

Choose a template and click Run mail merge. Slant generates one .docx file containing a filled copy of the template for each household — ready to print.
Mail merge isn’t available when you’re viewing All books — pick a specific book first.

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Recent runs

The book tab on Settings → Data customizations → Mail merge lists every merge run for that book under Recent runs, with the template name, the user who started it, the number of households, and a Download button to retrieve the document again. Runs that failed or surfaced merge field warnings are flagged here so you can fix the template and re-run.

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FAQ

Templates and outputs are both .docx (Microsoft Word). Open the result in Word, Google Docs, or any compatible editor before printing.
Empty values render as blank text in the document. Slant lists any households with missing or unresolved fields as warnings on the merge run so you can review before printing.
No. Mail merge is for printed mail. For email outreach to many households, use bulk email or sequences.
Anyone with access to the households being mailed. Only admins can upload company-wide templates, but any user can run a merge with an existing template.

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Next steps

Bulk email

Send the same email to many clients or prospects at once

Document filler

Auto-fill PDF forms with household data

Data customizations

Manage templates, pipelines, and other firm settings