Join Gini von Courter for an in-depth discussion in this video Using IF...THEN...ELSE for intelligent merging, part of Word 2010: Mail Merge.
Almost any mail merge will work better if you use IF fields to add some logic.…Actually, let me say that another way.…If you know how to use IF, you'll be able to create mail merges that you…wouldn't have imagined you could create.…With IF, you can direct Word to examine the data for the record being merged,…then take a specific action based on the value in the record.…For example, if your data source contains address information, you could send…one paragraph to recipients in California and a different paragraph, or no…paragraph at all, to recipients in another state.…
At its simplest, an IF field works like this:…if a condition is met, display one result; otherwise display another.…That's what we want to do here.…We have a paragraph that we'd actually like to direct only to folks who are…outside of California,…the folks who will be coming from out of state for our meeting.…Now, we could type it in the letter.…We could say, if you're from out of state, then we want to make it even easier.…But it's kind of cool not to even show that information to folks unless they need it.…
AuthorGini von Courter
- Choosing or creating a data source
- Using Mail Merge with Outlook contacts
- Merging data from an Excel spreadsheet
- Inserting address blocks and greetings
- Matching fields from a data source
- Previewing merge results
- Using rules for customized merges
Skill Level Intermediate
Excel 2010: Tips, Tricks, and Shortcutswith Dennis Taylor3h 43m Intermediate
1. Creating Personalized Letters
2. Creating Other Types of Merged Documents
3. Using Rules for Customized Merges
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