Word or Publisher mail merge, but some some manual imput

Posted on 2012-09-21
Medium Priority
Last Modified: 2012-09-27

I have a mailing list that I am going to merge with Microsoft Word or Publisher 2007.

But I want an employee to be able to manually enter some data on each page of the merge so that the page can be  customized for each recipient.

For example. The name and address will be merged the usual way, but I want the employe to be able to go page by page and manually add some custom content in the same place on the page.  

Ideally it would be a "placeholder" that would prompt the employee to add the custom content.

For example

The letter would be merged to show all of the names and addresses as follows:

John Smith
123 Orange Avenue
Los Angeles, CA 90049

Dear Mr. Smith,

We would like to send you a bunch of money in the amount of{{Employee manually enter the amount of the bunch money that goes to this person }} just for giving us a call today!


Company Name.

Not sure if this can be done in Word or Publisher.  Perhaps there is a mail merge "add on" that could do it???
Question by:Rowby Goren
  • 4
LVL 29

Accepted Solution

IrogSinta earned 2000 total points
ID: 38424005
I take it that you don't want to add the 'placeholder' as a new field in your mail merge list so that the employee can just edit the list by adding the amounts there; then when the mail merge is done, the letters are complete with the names and amounts.

So to do it the other way as you described.  You need to add the placeholder before clicking on Finish & Merge in the Finish section of the Mailings tab in the MS Word's Ribbon.
Here's a link with step by step directions: Create forms that users complete or print in Word

You just need the first part of Step 3 (Insert a text control where users can enter text) and then Step 5 to add something like "Enter amount here."

After that, when you merge and it creates individual documents, each page will have the placeholder.

Author Comment

by:Rowby Goren
ID: 38424815
Hi IrogSinta

Thanks for your comments.  Looks good!

 I will be gone all of today and probably most of Sunday so I will check it out on Monday the latest.



Author Comment

by:Rowby Goren
ID: 38430904

Did a test and sent it to my friend who wants it.

I'll get his feedback once he looks at it.

I think it will work fine.


Author Comment

by:Rowby Goren
ID: 38432706
Thanks  Your solution is what I needed.  I will keep this question open until Thursday in case my friend has any additional questions about using the merge / placeholder

Author Closing Comment

by:Rowby Goren
ID: 38441116
Thanks.   The placeholder is working nicely!  Rowby

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