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#EXCEL DATA FORMATTING MAIL MERGE MICROSOFT 2016 HOW TO#
#EXCEL DATA FORMATTING MAIL MERGE MICROSOFT 2016 CODE#
#EXCEL DATA FORMATTING MAIL MERGE MICROSOFT 2016 ZIP#

įor example, let’s say you want to perform a mail merge to create mass letters. Each cell in the data file contains different information (first name, last name, email address, etc.) that will be placed in your template file in the corresponding space.Įssentially, a mail merge automatically adds the personalization data from your data file to your template file. Data File : a data source like a Microsoft Excel spreadsheet or a Google Sheets file.And that data (names, addresses, etc.) is fetched from a data file. It specifies the places where the personalization data will go. Template File : the document that holds the message you’ll be sending out (like a letter or an email).How Does Mail Merge Work?įirst, you need to understand the two essential components of every mail merge. Let’s now explore how a mail merge works.

Instead of typing a letter for each recipient, you can use a form letter to make quick, unique, personalized letters for each person.Įssentially, if there’s a document you need to personalize at scale, mail merges can take care of it for you! Note: A form letter is a template file used to create mass letters. You can use mail merges to create personalized messages automatically for: This spares you the trouble of manually personalizing each document yourself! What Are Mail Merges?Ī mail merge lets you create personalized documents that are automatically customized on a recipient-by-recipient basis.

#EXCEL DATA FORMATTING MAIL MERGE MICROSOFT 2016 HOW TO#

How to Use Mail Merge to Send Mass Emails.

Two Problems of Using Microsoft Word to Send Mass Emails.

How to Use Mail Merge to Send Bulk Letters.

(Click on links to jump to specific sections) Later, I’ll mention two issues of using the traditional method for mail merges and suggest a better and more powerful alternative to help you send mass emails.Īdditionally, I’ll also answer seven FAQs associated with mail merges.

Then, I’ll go over how to mail merge using an Excel spreadsheet and a Word document. In this article, I’ll first cover what a mail merge is and explain how it works. It works by automatically adding personalization data from a data file (for example, a spreadsheet) to a template file (like a letter or an email). Plus, discover more ways to save time editing and formatting your Word documents at /Word.A mail merge is a handy way to send personalized mass letters and bulk emails quickly. And, for more options, find out how to customize the formatting of date and text mail merge fields. Try these fixes for formatting Excel mail merge fields to get the results you want in your documents.

#EXCEL DATA FORMATTING MAIL MERGE MICROSOFT 2016 CODE#

* Including 0 in a numeric switch code creates a required or fixed position whereas the # sets a pattern without a required 0 or placeholder.

#EXCEL DATA FORMATTING MAIL MERGE MICROSOFT 2016 ZIP#

You should now see the actual field code for the field which should look something like Ĭurrency, with brackets around negative numbers and a hyphen for 0 valuesĥ numeric positions, zip code or other numberįor these formatting options, the precision of the displayed value for the Excel mail merge field is controlled by the 0.00. Or, right-click on the mail merge field and choose the Toggle Field Code option.

Press + F9 to reveal the field coding.

Select the field, such as Amount, as shown in this example.

Try this formatting fix on letters, emails, and other documents when Excel data does not retain its formatting in mail merge operations in Word. When you see formatting problems, how can you format the Excel mail merge field to accurately display the formatted number in a Word mail merge main document? The solution to controlling the number and currency formatting of Excel data in Word is to add a numeric switch (previously called a picture switch) to the mail merge code or MERGEFIELD. You might also see formatting issues with other numbers that are displayed as text such as zip codes, lease or property numbers, and other identifiers. For example, a dollar amount of $1,234.00 in an Excel worksheet used as a data source may display as 1234 in a Word document. However, you may notice a glitch that happens when you create a mail merge in Microsoft Word with Excel data, that is, the number formatting in Excel doesn’t show up correctly in the Word document. The mail merge feature in Microsoft Word is a time-saving option to create repetitive documents from letters to contracts to emails to labels and more.