Mail Merge

[Guest]

I am looking to create a Mail Merge (maybe just in Excel, maybe between Excel
and Word) in which three different letters will be mailed based on the status
of the recipient as dictated in the Excel spreadsheet.

If User A has a status of "1" he will get Letter 1
If User B has a status of "2" he will get Letter 2
. . . and so on.

Is it possible to set up a mail merge in Excel that can handle sorting the
statuses?
Is it possible for Word to only select the specified "status" from a data
file.

I need to operate out of 1 Excel data file if possible. Please tell me how
or where to get started.

Thanks,

Po

 

[Guest]

Word can handle the selection of data based on specific criteria. You'll need
to create the three letters in separate documents but from there you can
select the recipients based on your criteria. I am assuming you are using
2003, but if not the earlier versions can do the same thing - the steps are
just a bit different.

In Word...Tools>Letters and Mailings>Mail Merge
The Task Pane displays a wizard so just go through until you get to
selecting the Recipients.
Choose Use an existing list, browse to your Excel file, select the
appropriate sheet.
The Mail Merge Recipients dialog box will appear. You can then use the field
drop downs (and choose Advanced) to set the specific criteria.
Continue with the merge.
Although an abbreviate set of steps, I hope this helps.