Microsoft Word – Mail Merge with If…Then… Else statement

Posted on:  07/01/2018
Microsoft Word – Mail Merge with If…Then… Else statement

Microsoft Word has rules for Mail Merge. One of the rules we will look at today is the If…Then…Else statement. It is actually really simple to use. If one condition is met, do one thing, if the condition is not met, do something else. It is similar to an IF statement in Excel.

Setting up your mail merge

  1. In the video above, an Excel file is my data source.
  2. Mail Merge – Letters.
  3. Filled in the letter but did not use the field Campus Location which is the conditional field.
  4. Rules – If…Then…Else was used.

Other examples of If…Then…Else

  • Years of service – If an employee has been with us over 5 years, put in one paragraph, if not, put in another paragraph.
  • Products – Customers that purchased product A, the newest product put in one paragraph, any other products, put in another paragraph of text.
Chris Menard

Chris Menard is a Senior Training Specialist at SurePoint Technologies. Chris is certified in Excel, Word, PowerPoint, and Outlook. Menard has a YouTube channel with other 600 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 7 million viewers have very appreciated. Because of Chris's certification and expertise with Microsoft, Chris is a proud member of Microsoft's Creator Team. Being a member of Microsoft's Creator Teams means many of his videos are available on Microsoft 365 YouTube channel and Microsoft support websites.