To ensure that you select the appropriate table and merge field, think carefully about the recipients of this template and determine which field will best fulfill the purpose of the document.

For example, if you select merge fields related to a “Contact” and try to send the document to an “Attendee”, the fields will remain blank because EventPro Planner cannot find the appropriate information to pull into the document.

Therefore, you may need to create different sets of documents intended for different recipients – e.g. Attendee Thank You, Company Contact Thank You, Exhibitor Thank You and so on – and choose the applicable merge fields for each.