Formatting Mail Merge Fields from Excel

When performing a mail merge from Excel to Word, your mail merge fields tend to lose their Excel formatting. This is especially common with date, time and currency fields.

This tutorial will look at how you can correctly format date, time and currency mail merge fields from Excel. Once the formatting is applied to the mail merge document it will be remembered for future use.

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Mail Merge Rule with Multiple Conditions

Mail Merge can handle conditional rules such as If… Then… Else… to display different text depending on the information in the data source record. Normally these rules are quite simple tasks such as; if the member joined within the last month, or if they have a family membership.

Sometimes though you may need to use multiple conditions. For example, you may want to check if a member of a club had a Gold, Silver or Bronze membership. The new price of their membership depends on what membership they have.

Begin by inserting a basic If… Then… Else… rule. This gives you a head start with typing the rules by inserting the structure of the condition. It’s easier to expand on this rule, than write one from nothing.

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