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University of Wisconsin–Madison
Center for Tobacco Research and Intervention (UW-CTRI)
Center for Tobacco Research and Intervention (UW-CTRI)
WISER Tobacco Cessation Study PID 42
Mail Merge
Manage templates, automated letter rules, and participant generation queue.Letters Due
| Record ID | Recipient | Letter Title | Event | Status | |||
|---|---|---|---|---|---|---|---|
| Generated Due |
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Showing to of records
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Full evaluation last ran:
Page of
No queue records match your search.
Evaluating letter rules against study records...
No Letter Rules Configured
You have not created any letter rules yet. Head to the Configuration tab to define rules and triggers.
All caught up!
Template Library
Drag and drop Word (.docx) templates here
or click to browse from your computer
Supports uploading multiple templates simultaneously
Extracts merge tags automatically
Upload Progress
Uploading
Done
| Template Name | Detected Tags | Size | Uploaded | Actions |
|---|---|---|---|---|
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No tags detected
|
No templates uploaded yet. Drag and drop Word files above to begin.
Letter Archive
| Record ID | Letter Title | Current Status | Generated Date | Generated By | File Name | |
|---|---|---|---|---|---|---|
|
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Generated
Trigger met
Trigger no longer met
Trigger status unavailable
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Showing to of records
|
Page of
No archive records match your search.
Loading generated letters from module log...
No Letters in Archive
No letters have been generated by MailMerge yet.
Automation & Storage Settings
Queue Table Columns
Configure additional participant columns (e.g. phone number, appointment date, appointment status) to appear in the Queue table.
| Column Header | REDCap Field / Expression | |
|---|---|---|
|
|
No custom columns configured. Click "Add Column" to display extra participant fields in the Queue.
Letter Rules & Logic
Merge Field Mappings
Fields & Piping
- Standard:
[first_name] - Event:
[baseline][address] - Combined:
[first_name] [last_name] - Special:
[record_id] - Cross-event fallback enabled
Formats (
:format)
- Date:
[dob:m/d/y],[appt:F j, Y] - Text Case:
[city:upper],[name:title] - Currency:
[fee:currency]($50.00) - Decimals:
[val:number:2](12.50) - Integer:
[val:number:0](13)
Dates & Times
- Today:
today→ November 10, 2026 - Date Format:
today:m/d/y→ 11/10/2026 - Now:
now→ Nov 10, 2026 2:21 PM - Time:
time(12h) |time:24(24h)
Logic & Functions
- If / Else:
if([age] >= 18, 'Adult', 'Minor') - Join Text:
concat([first_name], ' ', [last_name]) - Age / Days:
datediff([dob], 'today', 'y') - Rounding:
round([weight] / 2.2, 1) - Plain text renders as static text
| Word Template Tag | REDCap Field / Expression | ||
|---|---|---|---|
Select a template above to automatically populate detected tags.
No letter rules configured. Click "Add Letter Rule" to create one.
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Faux REDCap External Module Showcase Harness (Non-affiliated emulation environment)
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REDCap 17.4.0 - © 2026 Vanderbilt University |