To enable Mail Merge for a basic list:
  1. Go to Core > Lists > View All
  2. Either create the list or find one using the category and/or created by filters at the top of the pageUser-added image
  3. Click the Edit link corresponding to the basic list.
  4. Select the Enable Mail Merge checkbox
  5. Click Save or Save & Exit

To enable Mail Merge for an advanced list:

  1. Go to Core > Lists > View All
  2. Create or find the list using the category and/or created by filters at the top of the page
  3. Click the Edit link corresponding to the advanced list
  4. Click the Output Options tab
  5. In the Mail Merge drop down list, select the User Base.User ID the mail merge should be based on
  6. For a Mail Merge puling candidate information, Candidate Detail.Prospect Instance ID needs to be selected in the Output Options for the Mail Merge.User-added image
For more information about setting up the Mail Merge Template, refer to: View or Generate a Mail Merge in onBoard