Open a Microsoft Word document and compose your message. When you finish your message and are ready to create the merge, go to the Mailings tab. Use the Start Mail Merge drop-down arrow to select "Step-by-Step Mail Merge Wizard." You'll see a sidebar open on the right which walks you through the mail merge process. Setting up rules is done after selecting recipients for the mail merge, and after inserting merge fields in the document.. Go to Mailings > Rule, and choose a rule based on the descriptions below. Ask. For example, you're sending out the same invitation for a quarterly meeting. Your data source doesn't store the meeting dates, and the meeting To apply number formatting to an Excel mail merge field: Select the field, such as Amount, as shown in this example. Press [Alt] + F9 to reveal the field coding. Or, right-click on the mail merge field and choose the Toggle Field Code Edit the field by simply inserting a numeric switch code to 6i6OSPZ.

mail merge with formatting