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Using different letterhead in a conditional merge

Last post 09-02-2009 12:25 PM by Syphoe. 7 replies.
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  • 07-02-2009 9:29 AM

    Using different letterhead in a conditional merge

    Hi - I just wanted to double check that it is impossible to run a conditional merge if I have different headers/footers for each letter.  Some of our events have their own letterhead but when I merge the conditional merge it seems to take the header/footer from the 1st page and apply it to all instead of the header/footer specified in the conditional merge.

    Sigh - looks like I'm stuck with simple mail merges after all.

  • 07-02-2009 11:50 AM In reply to

    Re: Using different letterhead in a conditional merge

    I'm a big beliver in not muddling your organizations identity by getting bogged down with multiple letterheads. It makes it confusing for donors as well as auditors and others when communications are not clear. (IRS receipts/acknowledgements should always come form your organizations real logo and not an event driven logo)

    That being said, I think you may want to look at doing separate merges for each letterhead involved or a solution I've used is instead of using letterhead is to actually put the logos and headers on the merge document so they print with the newly merged product. The issues with this can be the cost of a colr printer & color printing if your logos are in color, or you may have already printed letterhead you want to utilize. I always print these types of things on bond paper as well to minimize the smear factor of logos when printing large batches.

     Hope this helps

    Laurel Quaintance
    Manager, Fund Development Services
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
  • 07-02-2009 12:07 PM In reply to

    • Nak
    • Top 500 Contributor
    • User Since: 1999
    • Posts 23
    • Organization: Physicians for Human Rights
    • Products:  The Raiser's Edge

    Re: Using different letterhead in a conditional merge

    Like Laurel, when I have worked at orgs. that use different letterhead (one used 3 different letterheads and each one had gifts pretty much every week) was create one mail merge for each type and just run them one after another. Once you are used to it, it really doesn't add anymore time.

     I would suggest that you have a dedicated printer that no one else uses, because having to change the paper and make sure no one prints on the letterhead is a pain.

  • 07-02-2009 1:18 PM In reply to

    Re: Using different letterhead in a conditional merge

    Thanks - I guess I'll continue to run seperate merges. 

    Just to clarify though I'm not actually printing onto letterhead - I'm printing on blank paper and the "letterhead" is in the header and footer of every page.  Just when you merge into one document it doesn't seem to let me keep 3 different headers.

  • 07-02-2009 1:32 PM In reply to

    Re: Using different letterhead in a conditional merge

    I would change from using Headers & Footers to creating a text box with that information in it - using blackbaud conditional mail merge that should work. I don't know what you are using as your condition to choose each document, but an example would be:

    Campaign ID = "AF"

    Campaign ID = "CC"

    those would be 2 separate conditions and you should be able to set the word documents up differently.

    Laurel Quaintance
    Manager, Fund Development Services
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
  • 09-01-2009 11:25 PM In reply to

    • Syphoe
    • Top 500 Contributor
    • User Since: 2009
    • Posts 15
    • Organization: Greater Atlanta Christian Schools
    • Products:  Blackbaud NetCommunity, The Education Edge, The Raiser's Edge

    Re: Using different letterhead in a conditional merge

    Help,  I don't need to use different letterhead in a conditional merge but I need to do the following and it is not working:

    I have four pledge letters -- in the conditional merge use the [amount] field to print next letters.

    print letter 1 if  amount <<less than $25>>

    print letter 2 if  amount <<between $25 - $499>>

    print letter 3 if  amount <<between $500 - $2,499>>

    print letter 4 if  amount <<greater than equal $2,500>>

    I can't use [between] in MSWord,  how can I use conditional mail merge?

    Thanks....

     

     

       

  • 09-02-2009 5:10 AM In reply to

    • Lee Harrison
    • Top 150 Contributor
    • Posts 47
    • Organization: Breakthrough Breast Cancer
    • Products:  The Raiser's Edge

    Re: Using different letterhead in a conditional merge

    As far as I'm aware, if you have have

    print letter 1 if  amount <<less than $25>>
    and then

    print letter 2 if  amount <<less than $500>>
    and then

    print letter 3 if  amount <<less than $2,500>>

    Then it will work in the same way.eg any donation between $25 and $499 will get letter 2. This is how we use it ansd it seems to work fine.

  • 09-02-2009 12:25 PM In reply to

    • Syphoe
    • Top 500 Contributor
    • User Since: 2009
    • Posts 15
    • Organization: Greater Atlanta Christian Schools
    • Products:  Blackbaud NetCommunity, The Education Edge, The Raiser's Edge

    Re: Using different letterhead in a conditional merge

    Thank you, my second option:  work around to create two Donor Acknowledgement Letters word merges, with the lesser amount letters in the first one, and the other two higher amounts in the second one.  Then, I can use the 'greater than" operator to designate which letter to use....does that make sense?

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