Join Gini von Courter for an in-depth discussion in this video Prompting for global input with FILLIN, part of Mail Merge in Depth with Word 2016.
- Most organizations have some correspondence…that is sent out periodically, but with very little change…from one version to the next.…For example, a monthly meeting reminder.…The location doesn't change, the time doesn't change,…but the date changes.…Or in this case, a letter that we're using…that we will send out at different times,…and one of the things that we'd like to do…is to allow the user to be prompted…what's the date for this letter.…We also have the case where we have a letter…that's very specific and it's different for each person.…
Imagine we're inviting people to a luncheon…and we're asking one person to bring salad,…another person to bring a dessert,…somebody else to bring a gluten-free bread option,…and we don't want to ask everybody to do the same thing.…So we have two choices of how we might do that.…One choice is to actually add a field for dish…or what people are bringing to our data source.…But what if we can't do that?…We can allow the person who is doing the mail merge…to fill that information in for each individual…
AuthorGini von Courter
- Choosing a data source
- Creating a new data source
- Using Mail Merge with Outlook contacts
- Mail merging data from an Excel spreadsheet
- Inserting address blocks, greetings, and other fields
- Matching fields from a data source
- Formatting numeric data and dates
- Creating personalized email messages
- Attaching Word documents to merged emails
- Creating envelopes, labels, and directories
- Using rules for customized merges: FILLIN, ASK, and IF…THEN…ELSE
Skill Level Intermediate
Forms in Depth with Word 2016with Gini von Courter1h 30m Intermediate
Office 365: Word Essential Trainingwith David Rivers5h 41m Beginner
1. Creating Personalized Letters
2. Using Email Merge
3. Creating Envelopes, Labels, and Directories
4. Using Rules and Other Advanced Features
Next steps1m 17s
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