References are available when sending mail through Workflow. They let you refer to field information in a People or Agency Contact record that is attached to the Workflow. For example, you can use references in letters to agencies when you want to refer to the name, address, or other information in the record of the person on whose behalf you’re writing. There is a limit of 20 references per form letter.
To add a reference to a letter:
In the Edit Content view on the General panel of the record page, click where you want the reference to appear and type the reference merge field using the following format: mail.ref.1.xxxxx.merge, where xxxxx is the name of the field you want to merge. For example, to merge the name from a People record into the body of the text, you would type mail.ref.1.fullname.merge. To merge the city from a People record, you would type mail.ref.1.address.city.merge. If you're referencing a second person, the merge code would be mail.ref.2.fullname.merge. Click the Merge Codes tab on the Form Letter page to view a list of all available merge codes, and to copy the specific ones you need into your letter.
When you've finished inserting the reference merge codes, click the References tab to create a label for the reference. The label appears when the letter is selected in a mail record to help the sender of the letter decide which People record to pick when choosing the references for a letter. Examples of labels might be Attorney, Personal Reference, Agency Contact, and so forth. Adding a label is optional.
Select the Save and Close action to close the form letter record.