- #Edit conditional merge fields word for mac how to
- #Edit conditional merge fields word for mac update
Now that Word knows what type of merge you’re running and where the details are coming from, it’s time to map Word placeholders to Excel fields. Then, identify the recipients: Click Select Recipients, choose Use an Existing List, identify the data source (the Excel workbook file), click Open, identify the appropriate sheet, and click OK. Identifying the type of merge is the first step: Click the Mailings tab, in the Start Mail Merge group, click the Start Mail Merge, and choose Letters. The characters in the Word document ( Figure A) denote spots where the mail merge will insert values from the Excel workbook. Specifically, we’ll convert F, Fr, and I into family, friends, and individual, respectively. The membership type field contains the conditional data. We’re going to merge new membership details from the Excel sheet into the letter (a Word document).
#Edit conditional merge fields word for mac update
SEE: System update policy template download (Tech Pro Research) The piecesĪny merge requires a Word document and information. Mail merge isn’t supported by Word’s online version. You can also work with your own data or download the demonstration files. I’m using Office 365 Excel and Word (desktop), but you can work with earlier versions.
#Edit conditional merge fields word for mac how to
How to return first and last times from timestamps in Microsoft ExcelĬhecklist: Microsoft 365 app and services deployments on Macs Master Microsoft Office with this accredited training We’ll use the same demonstration files (with minor updates). If you need basic information about the mail merge, read How to use Word mail-merge. Instructions for setting up the mail merge are minimum because that’s not the focus of this article. In this article, we’ll quickly work through a simple mail merge and then add an IF field to handle membership types–family, friends, and individual–in the body of the letter. All of the above and more can be tackled by combining Word fields with a mail merge. Perhaps you want to use gender-specific pronouns such as he/she, his/her, and so on. Or, you might store state abbreviations and want to use the entire state name in the address. You might use them to clean up an address by suppressing unwanted spaces or adding commas at the right spot. For more info, visit our Terms of Use page.Įven the simplest mail merge task can benefit from conditional statements. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews. We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. When a simple mail merge isn't enough, consider adding conditional fields to clarify data and even make decisions. If you don’t see your field name in the list, choose Insert Merge Field.Ĭhoose Database Fields to see the list of fields that are in your data source.How to use conditional fields in a Word mail merge If you want to personalize a document by including your recipients' first names, insert the First_Name merge field on its own.Ĭlick or tap where you want the merge field.Ĭhoose the down-arrow under Insert Merge Field, and select a field. Also, a merge field like First Name doesn't have to be part of an Address Block or Greeting Line. To include data like phone numbers or email addresses, you insert those merge fields specifically. Add a Greeting LineĬlick or tap where you want to add the greeting in your document.Ĭhoose the name style that you want to use, and set other options. Word gives you options for choosing the formality of the name in the address.
On the Mailings tab, choose Address Block Add an Address BlockĬlick or tap where you want to add the address block in your document. If you don’t have a mailing list yet, click Type New List to create your list in Word. Note: If the merge field commands appears dimmed, click Select Recipients and choose the kind of mailing list you’re using.
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