18 Mail merge (3)

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1.

Question 3

A company is sending out invoices using a mail merge system. The invoice data is stored in a spreadsheet with fields for Invoice Number, Customer Name, Invoice Date, and Total Amount. The company wants to apply a discount to invoices exceeding £500. The letter should clearly indicate whether a discount has been applied and, if so, the amount of the discount. Explain how you would use conditional fields to incorporate this discount logic into the mail merge process. Provide an example of the conditional field syntax.

2.

Question 1

A local charity is using a mail merge system to send personalised letters to its donors. The donor data is stored in a spreadsheet containing fields for Name, Address, and Donation Amount. The letter template requires the donor's name to be in bold and the donation amount to be displayed in a specific format (e.g., £X.XX). Explain how sorting, filtering, and conditional fields can be applied to the donor data to ensure the letters are correctly personalised and formatted. Consider the specific benefits of using each rule type in this scenario.

3.

Explain the purpose of a data source in the context of a mail merge. Describe at least three different types of data sources that can be used and outline the advantages and disadvantages of each.