When the data file is attached, the previously greyed-out commands on the Mailings tab are now available.ĥ. To View the data in the letter template, on the Mailings tabĦ. Click the Select Recipients command on the Mailings ribbon then select Use Existing List … from the dropdown menu.Ĥ. In the Select Data Source dialog box. Navigate to the downloaded test pupil data file. Most of the commands on the Mailings tab will appeared greyed-out (unavailable) until a data file has been linked to the template. To link the data file to the Microsoft Word template:Ģ. In the letter template, click the Mailing s tab on the Microsoft Word ribbon.ģ. This is a one-off process and does not require repeating for each mail merge You will need to temporarily link this file to the template in order to complete the template’s setup for your LA. The test pupil data CSV file (PupilFeedback.csv) contains 4 records, one for each BMI category. It includes your LA’s contact details (address, telephone No.,) and other LA specific information LA specific text this text has been formatted with a yellow highlight and is specific to each LA so requires modifying.Also, usually shown with a grey highlight For example, the text included in a letter for a child in the Very overweight category to provide sources of helpful information, is not included in a feedback letter for a child in the Healthy weight category. Conditional text Specific paragraphs are designed to be included in the feedback letter depending on the child’s BMI category.These fields (First Name, Last Name etc.) are shown encapsulated within chevrons (>) usually with a grey highlight Mail merge fields Microsoft Word replaces these merge fields with the data from the child data CSV file.Before the template can be used in a live mail merge it must be set up for use within your LA.ġ. Open the feedback template (for example NCMP results letter template.docx) in Microsoft Word.
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