![]() ![]() On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list. To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the "Step 2: Use Dynamic Data Exchange (DDE) for a mail merge" section. When done, save your data source with a new file name.įormat any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge. Mail merge - A free, 10 minute, video training Use mail merge to create and send bulk mail, labels, and envelopes In your mail merge document, you add the symbols before or after the merge fields like this: ![]() When you run your mail merge, you will be prompted to enter the subject. ![]() You can even customize the message automatically based on your data source. If you include the symbols, the numbers make more sense. Microsoft Offices built-in mail merge feature lets you specify the subject in a mail merge. For example, here's how the currency and percentage values look if you omit symbols. Make sure you add the appropriate symbol before or after a merge field. Go to Home, and in the Number group, select the Number Format box down arrow, and then choose an option in the list (such as Text). Leading zeros-for example, 00399-in codes are dropped during a mail merge if they're not formatted as text.Ĭhoose the column that contains the ZIP Codes, postal codes, or other data to be formatted. If not done when imported, format it now. ZIP Codes or postal codes needs to be formatted as text to preserve the data during a mail merge. Your first step in setting up a mail merge is to pick the source of data youll use for the personalized information. ![]() Format a column of percentages as text if you want to avoid that multiplication factor. To resolve this behavior, use Dynamic Data Exchange (DDE) to connect to the Excel worksheet that contains the data that you want to use. I have a similar macro that uses bookmarks instead of merge fields and a version of this macro for printed documents that includes the contacts photo. This behavior occurs because the data in the recipient list in Word appears in the native format in which Excel stores it, without the formatting that is applied to the worksheet cells that hold the data. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. This Outlook macro uses a Word document containing merge fields to mail merge to email and adds an attachment to the message before sending. Format a column with numbers, for example, to match a specific category such as currency. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly. Save your spreadsheet with a new file name. Using Word Mail Merge, I was able to set up e-mail message and indicate main recipients. In excel I have a list of main recipients (To) and a list of other recipients (Cc). Data is imported beginning with the named cell address. Im using Windows and Office 365 products - Outlook, Word, Excel. As to the abilities of working with distribution lists and databases, Easy Mail Merge also leaves all other add-ins far behind.Caution: The cell address in the Import Data dialog box shows the currently selected cell. The mail merge main document must be of the Letters type, though that does not mean that the output cannot be sent as an e-mail message where relevant. “Summing up, I can say that besides some common features and options, the availability of scenarios in the Easy Mail Merge add-in makes it the most flexible and comfortable to use. Note: For more information about creating a data source or an. When you are done editing the address list, click OK and then Yes to update the address list. In the Edit Data Source box you can edit or delete existing addresses, or add new entrys. You can literally create zillions of unique emails! In the Mail Merge Recipients dialog box, click the name of the data source and then click Edit. For example, if you want to send Outlook mass emails with a special offer, you can set Easy Mail Merge to automatically insert the product price in US dollars (if the email recipient is from USA) or in Euro (if the recipient is from Europe) and you can define different discounts depending on any imported field (like country, category, gender, age, company, etc). Based on logical selectors (AND, IF, OR, etc) applied on the imported fields, you can create unlimited content scenarios that automatically populate each outgoing email. Even more, it lets you perform mail merge with file attachments from Outlook, so you can send a different file attachment to every recipient of your email campaign.Įasy Mail Merge features probably the most advanced Outlook mass mail customization engine. The next step is to connect to the Excel workbook that contains the list to merge with. Easy Mail Merge can import email addresses and associated fields from Outlook Contacts, Outlook distribution lists, Microsoft Exchange address lists, CSV files or directly from Email Address Collector. ![]()
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