General Customer Letter
A clean starting letter wired for an Excel list: name, address, salutation, ready for your message.
Merge fields in this template
«FirstName»«LastName»«AddressLine1»«City»«State»«PostalCode»
Data source: Excel / CSV upload
How to use it well
- Excel columns are whatever your spreadsheet says they are. Either rename your sheet’s columns to match these fields, or edit the merge fields in Word to match your columns.
- This is the blank-slate letter: keep the merge plumbing, replace the bracketed paragraphs with your message.
[Your Company Name]
[Street address · City, State ZIP · phone · email]
[Date]
«FirstName» «LastName»
«AddressLine1»
«City», «State» «PostalCode»
Dear «FirstName»,
[Open with your announcement, update, or message. The address block and salutation above are already personalized from your spreadsheet.]
[Second paragraph: the details, dates, changes, actions you’d like the reader to take.]
If you have any questions, reach us at [phone / email]. We’re happy to help.
Sincerely,
[Your name]
[Title · Your company]
Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.
Template questions
How do I use this template?
Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your Excel / CSV upload data.
What are the «fields» in the letter?
Real Word merge fields. For Excel data, the field names are suggestions: either rename your spreadsheet columns to match, or edit the merge fields in Word to match your columns. Column mapping in MergeNinja handles the rest.
Can I change the wording and formatting?
Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.
Is the download really free?
Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.
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