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Advanced Conditional Mail Merging

I am creating a master one-size-fits-all gift acknowledgement letter template to use in conjunction with Conga Mail Merge in Salesforce. My source data for the mail merge has dates formatted as MM/DD/YY and donation amounts formatted with two decimal places. The source data also includes a "total gifts" and a "total gifts last year" field. I have two questions:

1) I want to reformat the date and $ amount in the mail merge conditions. I want the date to be Month D, YYYY and the $ amount to only include cents if there is any. Is this possible? Because I am not completing the mail merge in Word, I can't just reformat the source data and use the "via DDE" to bring it over.

2) Can I do calculations in the merge fields? That is, can I say something like... { IF {MERGEFIELD Total_Gifts} > {{MERGEFIELD Amount} + {MERGEFIELD Total_Gifts_Last_Year}} "back" ""}

Hi Liam,

Welcome to Microsoft Community and thank you for posting the question.

 

You may post your query in the forum below for better suggestions:

http://social.technet.microsoft.com/Forums/en-us/word/threads

 

Thank you.

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What, exactly, do you mean when you say you are not completing the merge in Word?

You are using a Word template as a primary merge document in Conga Mail Merge?

I am not familiar with that program. Here, though, is the Conga YouTube Channel
. Here is their support page.


If it respects Word's field formatting, you can format your fields.

Numeric formatting

Date formatting



Mail Merge

Volunteering to "pay forward" the help I've received in the Microsoft user community.

Charles Kenyon
Sun Prairie, Wisconsin
wordfaq[at]addbalance[dot]com

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See "Formatting Word fields with switches" on fellow MVP Graham Mayor's website at

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

For your calculation, you would need to use:

 

{ IF { MERGEFIELD Total_Gift s} > { = { MERGEFIELD Amount } + { MERGEFIELD Total_Gifts_Last_Year } } "back" "" }

 

You MUST use Ctrl+F9 to insert each pair of field delimiters

Hope this helps,
Doug Robbins - MVP Office Apps & Services (Word)
dougrobbinsmvp@gmail.com
It's time to replace ‘Diversity, Equity & Inclusion’ with ‘Excellence, Opportunity & Civility’ - V Ramaswamy

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Doug,

This was most helpful. I have one more question...

How can I say IF this AND that THEN?

{ IF {{ MERGEFIELD Total_Gifts_Last_Year } = "0" { AND{ IF { MERGEFIELD Total_Gift s} > {MERGEFIELD Amount }} "back" "" }

Is this possible?

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And...one more...

Is it possible to have the field code return the text between two hyphens.

For example, if my value is "Gift Type - Company Name - Date," how can I have it return "Company Name"?

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Not with field manipulations. You probably could do it with vba; I couldn't or wouldn't because it would be a lot of trouble. Is there a reason to not have three separate fields?


Volunteering to "pay forward" the help I've received in the Microsoft user community.

Charles Kenyon
Sun Prairie, Wisconsin
wordfaq[at]addbalance[dot]com

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Use

 

{ IF { MERGEFIELD Total_Gifts_Last_Year } = 0 { IF { MERGEFIELD Total_Gifts } > { MERGEFIELD Amount } "Back" "" } "" }

 

This assumes that if the Total_Gifts_Last_Year <> 0, then nothing is to be returned. 

Hope this helps,
Doug Robbins - MVP Office Apps & Services (Word)
dougrobbinsmvp@gmail.com
It's time to replace ‘Diversity, Equity & Inclusion’ with ‘Excellence, Opportunity & Civility’ - V Ramaswamy

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Question Info

Last updated October 5, 2021 Views 275 Applies to: