Delete everything between the inverted commas and place your cursor there. Do this by placing your cursor after the word ‘HYPERLINK’. You now need to change this code so that your merge field for the URL replaces the URL displaying currently. Press ALT+F9 to toggle your field codes, and you will see your link now displayed like this: Now comes the wizardry we need to create your dynamic links. What you’ll then see is that your email address field has changed to a clickable link email address. When you are ready to insert your hyperlink fields, highlight the text that you want to use as your link text (in this case ‘click here’) and key CTRL+K to apply a hyperlink using the first URL from your list of data (Note: this can actually be any URL you choose, real or made up).ĭo the same for your email field by highlighting the “email” merge field in your body text, press CTRL+K to open the hyperlink wizard then make sure you choose link type “email address” before typing any email address in the email address field. You can also see a sample of our Excel data, with the name of the recipient and their personalised web link. In the example below we are using the words ‘click here’. “click here” as in this example) make sure that the link text that you want already appears in the body of your letter. However, if you want to place a link behind some standard text (i.e. If you want the full email address or URL as shown in your source data to show up in your merged document, then simply insert the mergefield in the usual way. Step 1: Setup your mail mergeįirstly, set up your mail merge document as usual, adding merge fields the way that you would normally ( Reminder: Mailings > Start Mail Merge > Select Recipients > Add merge field) There’s a great little workaround for creating dynamic links in a mail merge by adding a hyperlink field around the mail merge field and here’s how to do it. In addition, we wanted to merge in the email address of their account manager, and make it clickable so that they can email their advisor with any problems. There was a good reason for this, the letters were going out to individuals, directing them to their own personal page on a website, so we needed this level of personalisation and because the links were so long and ugly, the option to just display the the full link address on each page wasn’t possible. the words ‘click here’) on every merged document, but have a different link address (URL) for each document. This problem was one step more complicated than that! I wanted to display the same ‘link text’ (e.g. In this case, the merge would work, but the link itself would be transformed to plain text rather than a clickable link – annoying, but not the end of the world. Now, this is itself isn’t a problem, if all we wanted to do is display the full hyperlink in the final document. What I thought would be a quick job turned into something much longer when I discovered there were hyperlinks in the spreadsheet that needed including in the merged document. Just mail merging a document using a standard excel spreadsheet.
I recently had a piece of work to do for a client that appeared on the surface to be a simple task. Following a number of enquiries and comments on this particular topic, we’ve refreshed and updated this article with information relevant to recent versions of Microsoft Office.
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