Rules

Specify the rules for the mail merge by using certain conditions.

You can use this for repetitive actions such as when you need to insert merge fields (e.g. addresses) with same type multiple times.

Steps

To insert multiple merge fields with same type

1. See To create a spreadsheet format data source to create a data source.
2. See To import a data source to import the created data source.
   -Or-
   See To use Outlook contact information as a data source to import a data source.
3. Select and insert a merge field from the Mailings > Insert Merge Field list.
4. Click Mailings > Rules > Next Record.
5. From the Mailings > Insert Merge Field list, select and insert the same merge field you selected in Step 3.

   

6. Click Preview Result in the Mailings tab. The merge fields are displayed as actual information.

   

7. In the Mailings tab, click Next Record or Previous Record to check how the records are displayed because of the rule.
8. Perform Finish and Merge.

See Also

Insert Merge Field, Highlight Merge Fields, Preview Results

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