In the Compare to box, enter the value that you want to use. In the Comparison list choose a way of comparing the data value. For example, to single out recipients in a particular city, choose Equal to. In the Field name list choose the merge field name, such as City. Place your cursor where you want data from the next record to appear. To achieve this, you would first sort your data source by Country/Region. You can use a Next Record If rule to prevent Word from starting a new page until it reaches recipients whose Country/Region field is not blank. The Country/Region field in your data source might be blank for the domestic travelers. In the Otherwise insert this text box, enter the text that goes in the document when the comparison criteria is not met.įor example, you want a list of domestic-travel conference attendees on one sheet of paper and international-travel attendees listed on another sheet of paper. In the Insert this text box, enter the text that goes in the document when the comparison criteria is met. In the Compare to box, enter the comparison value (skip this if you chose is blank or is not blank as the comparison). In the Comparison list choose a way of comparing the data value. In the Field name list choose the field from your data source that will determine the conditional text. Place your cursor where you want the conditional text to go. Recipients whose Country/Region field is blank might see, "You will be welcomed at the gate upon arrival," whereas all other recipients might see, "You will be welcomed at the desk near Customs." rule to personalize the message for all the recipients. The Country/Region field in your data source might be blank for domestic attendees. That response will be inserted in the bookmarks you specified, in the documents that result from the merge.įor example, you're sending out correspondence to a list of conference attendees who are traveling both domestically and internationally. You'll be prompted for a response for each recipient. Select the bookmark you just created (or type its name), and enter a prompt, like "Event date?" in the Prompt box.Īt the end of the process, when you select Finish & Merge, choose Edit Individual Documents. Place your cursor somewhere in the document, before the first bookmark you just created. Repeat this, using the same name, in every place where you want the response to the Ask field to appear in the document. In the merge document, press Ctrl+F9 and then type a name to create a bookmark. The only thing you'll have to type is the meeting date, and you'll type it just once. Your data source doesn't store the meeting dates, and the meeting date appears more than once in the invitation.īy placing bookmarks in your document and including an Ask field, you can run the same merge for each meeting. For example, you're sending out the same invitation for a quarterly meeting. Merge fields are inserted in the newsletter subject or content as placeholders, e.g., Hello. For example, First Name is a column name that refers to merge fields with metadata about recipients' first names. Mail merge sources contain merge fields that are related to column names in the source. In JungleMail for Office 365, you can easily use recipient metadata from multiple sources for a mail merge.Ī mail merge source is a list of recipient names and other properties that you can use to personalize newsletters. A newsletter that is clearly directed at a particular recipient is much more likely to be opened and read. You can recognize a good newsletter by how personalized it is.
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