Transcript Advanced mail merge

Perform a more complex mail merge
After you get the hang
of a basic mail merge,
you can try something
more complex.
For example, you might want to tailor your correspondence to add a personalized
note in a form letter. You might also want to add a coupon and add sequential
numbers, and tell some customers to bring in the coupon and others to mail it in to
the store.
Or how about making your fields stand out by formatting them in a distinctive color
or font? This is possible too.
Mail merge II: Use the Ribbon and
perform a complex mail merge
Perform a more complex mail merge
The picture shows
several types of fields
that can be used in a
mail merge.
1
Address Block
2
Greeting Line
3
If...Then...Else
Mail merge II: Use the Ribbon and
perform a complex mail merge
Perform a more complex mail merge
The picture shows
several types of fields
that can be used in a
mail merge.
4
Personal Note
5
Merge Record #
Mail merge II: Use the Ribbon and
perform a complex mail merge
Tailor your merge with Rules
The Rules command
offers a number of
popular Word fields,
such as
If…Then…Else… and
Merge Record #, that
you can use to add
special capability to
your main document.
The picture shows how to create Rules:
1
Place the cursor where you want the field to be located
in the main document.
2
Click Rules in the Write & Insert Fields group and then
click the field that you want to include in the document.
Mail merge II: Use the Ribbon and
perform a complex mail merge
Other fields that you can use
When you are writing
your main document
and inserting fields,
you can also use the
fields that are
available in the Quick
Parts command on
the Insert tab.
To view the entire list of Word fields:
1
Click the Insert tab, and then in the Text group, click
Quick Parts and Field.
2
To insert a field, under Field names, click the field you
want to insert, and then click OK.
Mail merge II: Use the Ribbon and
perform a complex mail merge
Format your merged text
Information from the
recipient list that you
merge into the main
document does not
have any formatting,
but you can add
some.
To format the data in the document, select the field, and
then format it by using the commands on the Home tab,
just as you would for other text.
Make sure that you include the chevrons (« ») that
surround the field.
Mail merge II: Use the Ribbon and
perform a complex mail merge