Join Gini von Courter for an in-depth discussion in this video Using IF-THEN-ELSE for intelligent merging, part of Mail Merge in Depth with Word 2016.
- [Voiceover] One final use case…to introduce us to using if then else…for intelligent merging in Word 2016.…This is request by org type.…It's the same data that we've been working with…but with the addition of one…more column between zip and phone.…That column indicates what type of organization…Michelle or Nehru or Pearl are associated with.…We have four kinds.…We have agents, and those are people…who are planning meetings,…and therefore are booking them for clients.…
We then have organizations that…would be booking for themselves,…not for profits, corporations and governmental units.…So we're going to modify the letter to look for agents,…and when someone is an agent we're going…to give them a slightly different spin…on the end of the first paragraph then we will…for the folks who are booking for their own use.…We'll effectively tell Word, look at org type.…If it's agent, do the first thing.…If it's not agent, do the second.…We could nest more of these if we wish.…
We could say if it's agent, do this.…If it's not agent but it's government, do this.…
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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