Microsoft Word mail merge is awesome! It is one of my favorite teaching lessons. I recently learned how to add a rule that has some conditional logic. In this post I am going to explain how you can write one message for the female customers and something different for the males. Let’s say you have a database or spreadsheet that tracks customers with a gender field. Here is a simple example of a spreadsheet that will do.
To start a Mail Merge you need to first connect to the data source. One way is to go this route(Mailings tab–>Select Recipients–>Use existing list). Browse for data file.
Place the insertion point where you would like to add a rule. Click Rules–>If..Then..Else.
Complete the IF statement connecting the field name with a comparison. For example, I would like to offer the men 70% off the purchase of mountain bikes and for that women can buy 1 purse and get 1 purse free.
Edit the doc and then choose the Finish & Merge command. You will then be on your way to something like this.
If you would like to practice on your own, here is my sample Excel if then else mailmerge workbook.