I need to create a mail merge that will have a set of rules but not sure how to put the logic together. I am familiar setting mail merges but just the regular/basic ones.




I have clients with different set of products. For simplicity purposes lets pretend the products are called A, B, C, D. Not all clients have all four products. Client #1, for example only has products A and B; Client#2 only has product B and Client #3 only has products C and D.

My Excel file will look like this:


Client Product A Product B Product C Product D
Client 1 1% 2%
Client 2 2%
Client 3 3% 4%

I want to put a letter together that reference the % increase each product will incur without having to list all four products as a template and avoid spaces between the lines when there is no product. For example. the letter for carriers #1 will say that they are getting an increase for products A and B while the letter for Carrier #2 will say they are getting an increase for product. B....they will not see the other products listed since they don't have a % marked in the Excel file.


Is this feasible using the mail merge rules? If so, how do I put it together?


Your help will be greatly appreciated!