![]() MailMerge365 is not designed for anonymous newsletter sending to large lists. MailMerge365 will then help you to send it to look as if you sent it from your own Outlook account, which increases the chances that your recipients will read it, interact with and respond to you.Īt the same time we give you the tracking tools to analyse who you've sent to, what their reaction has been and to follow up with anyone that just hasn't gotten round to answering yet. You want the best possible chance at getting a response and therefore put in the effort to personalize your email. You've gathered a small group of people interested in a new product of yours and want to invite them to a first beta test.You need to respond to applicants for a job opening and want to give each one a reason for the decision but also send all the emails out quickly and efficiently.You send out a personalized email campaign using the business cards you've gathered. You've come back from an industry conference and want to follow-up with the people you've met.In the Filed dialog box, select the desired format for the Date field, and click OK.MailMerge365 is your tool of choice if you're sending out emails at the start of a hopefully long term personal relationship.Right-click the selected field and choose Edit Field… from the context menu.A generic field code looks something like Press Shift + F9 to display the coding of the selected field or Alt + F9 to expose the codes of all the fields in your document.This can be Date, Currency, Percent or some other field. Select the merge field whose format you want to change.To add a numeric switch, perform these steps: If this solution is not applicable to you for some reason, you can control the formatting of Excel data in Word by adding a numeric switch (formerly called a picture switch) to a particular merge field.Ī numeric switch is a kind of mask that lets you format the contents of a field in a Word document the way you want. Now, all numeric values in the Word mail merge document retain their original formats.Ĭonnecting to an Excel worksheet via DDE is the fastest way to fix all formatting problems in one go. To prevent multiple prompts displayed by Word every time you open the data file, clear the Confirm file format conversion on open check box after connecting to your mailing list. It may take Word quite a while to connect to your Excel data source via DDE, so please be patient - this will save you even more time in the long run :) In the Confirm Data Source dialog box that opens, check the Show all box in the lower left corner, then choose MS Excel Worksheets via DDE (*.xls), and click OK.Browse to your spreadsheet, select it, and click Open (or double-click the file).When it comes to selecting recipients, choose Use an existing list. Start your Mail Merge as usual (the detailed steps are here). ![]() Scroll down to the General section, select the check box Confirm file format conversion on open and click OK.How to use Dynamic Data Exchange to connect to Excel sheetīefore starting a mail merge, perform the following steps in Microsoft Word. Solution: For Word to display postal codes, dates, prices, percentages and other numeric values in the right format, connect to your Excel workbook using Dynamic Data Exchange (DDE). In our case, Excel's date 20-May-22 is transformed into in Word. Date - appears in the default format set in your Region settings.For example, 30% formatted as Percent in Excel may appear as 0.3 or 0.299999999 in Word. Percentage - normally, appears as a decimal number corresponding to the percent in some cases - a floating-point number.In Word, a number in its pure form is displayed (3000). In Excel, the number is formatted as Currency ($3,000.00). Currency - appears without the currency symbol, thousands separator, and decimal places.In Word, an underlying value (2451) shows up. In Excel, a leading zero is displayed because a cell has a custom number format such as 00000. Zip code - appears without a leading zero.Now, see what happens in a Word mail merge document: To illustrate the problem, please have a look at the source data formats in an Excel worksheet: ![]() As a result, in a Word document, the data appears in the format in which it is stored internally in Excel, and not in the format applied to cells. The problems typically occur with numbers formatted as percentage or currency, or numbers containing leading zeros such as zip codes.Ĭause: By default, Microsoft Word uses the OLE DB connection, which pulls in the information but not formats. When performing a mail merge from an Excel worksheet, some of your numeric data may lose formatting after coming through the merge.
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