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 ).
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.
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.
If you perform a mail merge in Microsoft Word and you use a Microsoft Excel worksheet as the data source for the recipient list, some of the numeric data may not retain its formatting when it is merged. This behavior applies to formatted percentages, currency values, and postal codes, as shown in the following table: Expand table Cause
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.
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mail merge with formatting
