Mail merge insert field
The magic of mail merge!
In a mail merge, an insert field is a placeholder that is replaced with the actual value from a data source, such as a database or a spreadsheet. Insert fields are used to personalize documents, such as letters, emails, or reports, by inserting specific information about each recipient.
Here are the common types of insert fields:
- Merge field: A merge field is a placeholder that is replaced with the value from a specific field in the data source. For example, if you have a field called "Name" in your data source, you can insert a merge field called
&{Name}into your document. - Conditional merge field: A conditional merge field is used to insert a value only if a specific condition is met. For example, you can use a conditional merge field to insert a value only if a recipient's email address is not blank.
- Calculated merge field: A calculated merge field is used to perform a calculation on the data source values and insert the result into the document. For example, you can use a calculated merge field to insert the total value of an order.
- Picture merge field: A picture merge field is used to insert an image from the data source into the document. For example, you can use a picture merge field to insert a recipient's photo.
To insert a field in a mail merge document, you typically follow these steps:
- Open your document in a word processing application, such as Microsoft Word.
- Go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and choose your data source.
- Click on "Insert Merge Field" and select the field you want to insert.
- The field will be inserted into your document as a placeholder.
- When you run the mail merge, the placeholder will be replaced with the actual value from the data source.
Some common examples of insert fields include:
&{First Name}: Inserts the recipient's first name.&{Last Name}: Inserts the recipient's last name.&{Email Address}: Inserts the recipient's email address.&{Company Name}: Inserts the recipient's company name.&{Order Total}: Inserts the total value of an order.
By using insert fields, you can create personalized documents that are tailored to each recipient's specific information.