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.
To apply a format to a field, you must include a numeric switch (formerly called a picture switch) in the field's field code. The first thing you have to do is to see the actual field code. Open the Mail Merge document and click the Mailings tab at the top of the window.
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. Make sure: Column names in your spreadsheet match the field names you want to insert in your mail merge. For example, to address readers by their first name in your document, you'll need separate columns for first and last names. All data to be merged is present in the first sheet of your spreadsheet. 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. bzG3Im4.