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Advanced mail merge problem

  1. #1
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    Advanced mail merge problem

    Hello all,
    I do mailings a few times a year to subscribers whose information is contained in an Excel workbook, but the nature of the label creation is a little tricky. Let me explain.

    I have 236 subscribers on the list, and in any given month, only about 30 to 40 will get a mailing (if you're curious, it's a non-profit ham radio QSL card service). What I need the mailing label to contain on the first line, above the name, is the balance left in their account following the current mailing. That balance will be found in a column in the spreadsheet. The subscribers' other label info are contained in columns N (callsign), P (full name), Q (Street Address), R (City), S (State) and T (Zip). But here's the part that I don't know what to do with.

    What I need to tell Excel/Word is this: If any value whatsoever is present in column I (cost of a mailpiece) then (a) create a label for that subscriber and (b) have the first line of the label read You have XX credits remaining as of (current month/year), where the value of XX is found in column J for that subscriber.

    The problem for me is that this project does not need to generate labels for all subscribers each pass. I only need to generate labels if the subscriber is getting a mailing that month, and it must be customized each time (with the balance info).

    Thanks in advance. Any assistance greatly appreciated!
    Last edited by PeterNJ; 09-30-2013 at 01:11 PM.

  2. #2
    Forum Moderator alansidman's Avatar
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    Re: Advanced mail merge problem

    This would be easier to help you with if you posted some sample (dummy) data in a spreadsheet so that it can be tested. I envision that this will require a VBA solution with a loop so it is better to have some dummy data to test.

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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    Forum Expert newdoverman's Avatar
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    Re: Advanced mail merge problem

    When you do a "Mail Merge" in Word, you are given the opportunity to select the records that are to be included in the Mail Merge. All you do is to edit recipients by selecting the ones that you want to send to in the Edit Recipients area.

    You type the text that you want and then insert the appropriate field for the data that you want to be placed at that point.

    Send the results to a new document rather than the printer so that you can verify that you are going to get the results that you want. The first time or two seems complicated but it really isn't very complicated for most Mail Merges.
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