🌜 Mail Merge With Formatting

This end-to-end tutorial will teach you how to effectively mail merge in Word using an Excel sheet as the data source. Mail Merge can be a real time-saver when it comes to sending mass mailings. It lets you quickly create custom letters, emails or mailing labels in Word by merging the information you already have in your Excel spreadsheet. Before starting a mail merge, perform the following steps in Microsoft Word. Go to File > Options > Advanced. Scroll down to the General section, select the check box Confirm file format conversion on open and click OK . Start your Mail Merge as usual (the detailed steps are here ). In the main Word mail merge document, select the number field. Right-click the field and choose Toggle Field Codes from the drop-down menu to display the field code. You can also press Shift + F9 to display the field code. If necessary, delete \*MERGEFORMAT from the field code. Enter the switch after the field name (such as \# $#,##0). Step 1: You right-click on the inserted data and select Toggle Field Codes . Or use the following keyboard shortcut: Windows: Left click on the inserted data and then press Shift F9. macOS: Left click on the inserted data and then press Fn Shift F9. Open edit format numbers in Mail Merge When you perform a merge mail in Microsoft Word, the formatting of an MS Excel data file is lost. You must edit the field code if you want to change the color of the conditional text. For example, if you want to change the color of "Truetext" to blue, modify the field code as follows: Choose Insert. Note: If some of the numbers, currencies, or dates aren't formatted right, see Prepare your Excel data source for a Word mail merge. Use rules for more sophisticated personalization You might want your message to differ, depending on data in certain fields of your data source. This allows Word to get info from your data source when you do the mail merge. Format the fields however you want, like changing font styles or adding formatting rules. Preview and adjust before doing the mail merge. Look at individual records and make changes if you need to. Once you're happy with the preview, do the mail merge. If you don't have a mailing list, you can create one during mail merge. If you're using an Excel spreadsheet, format the ZIP Codes or postal codes column as text to preserve any zeros. For more info see Format mail merge numbers, dates, and other values in Excel. Step 1: Set up your data source in Excel If you're using an Excel spreadsheet as your data source for a mail merge in Word, skip this step. If the data source is a .txt or a .csv file, use the Text Import Wizard to set up your data in Excel. After you successfully import a .txt or .csv file, go to Step 2. If you're using Excel for Microsoft 365 moAK8.

mail merge with formatting