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Conditional Formatting with Mail Merge Fields in Word

You may be familiar with Conditional Formatting in Excel. Well, Conditional Formatting can also be applied to fields in Word.

Now, Word does not have a Conditional Formatting button like in Excel, but you can write an IF function in the field and format the true and false responses. This will create the perfect Conditional Formatting behaviour.

In this example, Mail Merge is being used to inform members of how many points they have earned this week. If the number of points is greater than 20, I want the number formatted in red, and if not formatted in black.

The name of the Mail Merge field we need to edit is number.

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Format 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. In this tutorial, learn how to format mail merge fields in Microsoft Word.

The 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.

Take the image below for instance (click to see enlarged view). Notice the formatting of the date, time and currency fields in Excel, and then the result in Word after inserting the mail merge fields.

Format mail merge fields to stop them losing their Excel format
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