There are other ways we could modify this letter using conditional fields instead of the merge fields. Notice that the three IF fields are nested, one within another-that syntax is important. In this case, there should never be an empty membership type value, but if that happens, you'll want to accommodate that by adding an additional IF. If the current record's membership type value is I, print Individual.
Now that Word knows what type of merge you're running and where the details are coming from, it's time to map Word placeholders to Excel fields. Then, identify the recipients: Click Select Recipients, choose Use an Existing List, identify the data source (the Excel workbook file), click Open, identify the appropriate sheet, and click OK. Identifying the type of merge is the first step: Click the Mailings tab, in the Start Mail Merge group, click the Start Mail Merge, and choose Letters. The characters in the Word document ( Figure A) denote spots where the mail merge will insert values from the Excel workbook. Figure A: Our mail merge depends on information in an Excel workbook.