Adding Conditional Text in a Mail Merge Template

TABLE OF CONTENTS

• How to add conditional text in a Mail Merge template

How to add conditional text in a Mail Merge template

This will enable the user to amend the text displayed based on the value returned on a mail merge field. For example, use the text Boys where the pupil gender is Male, and Girls if Female.

The text required is {IF <<Gender>>=”Male” “Boys” “Girls”} but this statement needs to be entered as follows:

• Open the Mail Merge template to be updated
• Select Show All Field Codes
• Place the cursor where you want the conditional text displayed on the template
• Control F9 to create the start/end brackets
• Type IF
• Space
• Select Insert Mail Field and choose the subject field (in the example this is Gender)
  • The double chevrons will be added to the start and end of the selected field
• =
• In quotations, enter the mail merge outcome you are looking for (in the example this is where Gender = Male)
• Space
• In quotations, enter the text you want displayed if the mail merge outcome is true (in the example this is boys where Gender = Male)
• Space
• In quotations, enter the text you want displayed if the mail merge outcome is false (in the example this is girls where Gender = not Male)
• Close and save the updated template

Note that if the template is re-opened later the text updates to {IF { MERGEFIELD Gender}=”Male” “Boys” “Girls”}