Add a Merge Field to a PowerPoint Template
To add a merge field to a PowerPoint template:
- In PowerPoint, create or open a presentation to use as your template.
- Open the Template Builder window. Locate the field you’d like to use and copy it to the clipboard.
- In PowerPoint, navigate to the location on the template where you want to add the merge field and clickInsert > Text Box . Best practice suggests putting each merge field in its own text box. You may also use Shapes (Rectangles, Circles, etc.) WordArt, or Click-Here Placeholders as merge fields.
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Name the field by following this convention:
{{FieldName}}
where FieldName is the field name that you copied to the clipboard from Template Builder. -
Position the merge field.
This field naming convention works for fields from the Master, Org, or User datasets. To reference fields in a ReportData or QueryData dataset, you may use the “format” naming convention or a Detail Region. Don’t include new line characters within a merge field.