Adding and formatting merge fields in Microsoft Word

Here is a link to a 3 minute video showing an abbreviated summary of the content found in this document.

http://youtu.be/K7-5Ee91HF0

TIP: Appendix A is a handy reference when building templates, even if you already know how to use merge fields!

My Fundraising Place utilizes Microsoft Word® for email templates, custom flier templates, parent letters and (coming soon) the invoice templates.

My Fundraising Place passes numerical and date data into MS WORD as unformatted data, and the data formats must be applied within the MS WORD templates.

To add a merge field to a MS WORD Document, click on the insert field option found on the insert menu under the quick parts section.

Then the following window will appear, and after you select “MailMerge” from the field categories and “MergeField” from the field names, your screen will look like this:

Then you can add any of the available field names for the email template that you are trying to create (see appendix B of this document for a list of all field names). This example is showing you how to add the “DeliveryDate” field to a MS WORD template. Once you click “OK” the following field is inserted into the document.

If you right click on the merge field and select “Toggle Field Codes”

Or hit “ALT + F9” you will toggle the merge field to see the merge field format codes. This is what it looks like when no field format codes have been applied.

If you had data that was pushed into this delivery date field that was a date and time (such as: 04/07/2003), you could format the field several different ways (see appendix A for complete table of formatting options)

If you are formatting time, you can use the following formats:

If you are formatting other numbers, you can use the following formats:

For more information, refer to the following references:

http://www.officearticles.com/word/merge_field_formatting_in_microsoft_word.htm

http://support.softartisans.com/WordWriterV1/doc/features/format.asp

http://www.gmayor.com/formatting_word_fields.htm

Here is a link to a short video showing the insertion of a merge field and formatting the date.

http://youtu.be/K7-5Eif e91HF0

Appendix A – List of all merge fields