Each cell in the data file contains different information (first name, last name, email address, etc.) that will be placed in your template file in the corresponding space.Įssentially, a mail merge automatically adds the personalization data from your data file to your template file.
Note: A form letter is a template file used to create mass letters. You can use mail merges to create personalized messages automatically for: This spares you the trouble of manually personalizing each document yourself! What Are Mail Merges?Ī mail merge lets you create personalized documents that are automatically customized on a recipient-by-recipient basis.
How to Insert Conditional Content (If…Then…Else) in Word Mail Merge Fields We’ll also go through a simple method for hyper-personalizing your emails using GMass.
In this article, we’ll show you how to set up a conditional mail merge in MS Word correctly, as well as the most common mistakes to avoid. In addition, if you make a small error, you’ll run into a slew of formatting issues.
Conditional mail merge allows you to change the content of your emails based on specific criteria or variable data in your excel data file, such as gender, client sector, purchase date, and so on.Ĭonditional mail merge capabilities in Microsoft Word are limited and need strong software expertise to set up. However, you may employ an IF…THEN…ELSE rule to modify formatting and replace text/paragraphs depending on the conditions you define. In addition, when sending out emails, MS Word does not preserve the formatting of MS Excel data files. Unlike Excel, there is no conditional formatting button in Microsoft Word. What if you want to apply more advanced personalization in a Word mail merge (beyond the basic first name/last name changes) or include conditionally formatted content in the merge fields? You can accomplish that with conditional mail merge rules in Microsoft Word. Microsoft Word provides basic personalization options for mail merges using merge fields.