The test pupil data CSV file (PupilFeedback.csv) contains 4 records, one for each BMI category. You will need to temporarily link this file to the template in order to complete the template’s setup for your LA. This is a one-off process and does not require repeating for each mail merge
To link the data file to the Microsoft Word template:
1. Open the letter template.
2. In the letter template, click the Mailings tab on the Microsoft Word ribbon.
3. Most of the commands on the Mailings tab will appeared greyed-out (unavailable) until a data file has been linked to the template. Click the Select Recipients command on the Mailings ribbon then select Use Existing List… from the dropdown menu.
4. In the Select Data Source dialog box. Navigate to the downloaded test pupil data file. (PupilFeedback.csv). and click the file to select it. Now click open.
When the data file is attached, the previously greyed-out commands on the Mailings tab are now available.
5. To View the data in the letter template, on the Mailings tab
6. Click the Preview Results command. This will substitute the field names in the template, with the actual data.
7. Use the navigation buttons on the Ribbon to scroll through the records. When scrolling, notice the conditional text changing for each BMI category. Example of each letters are available from the gov.uk website.
8. To show merge fields and conditional text with or without the grey background, click highlight merge fields.
9. This link is complete.