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Conditional Mail Merge - Letter Criteria

Last post 10-05-2009 3:08 PM by Ann Ducas. 6 replies.
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  • 09-02-2009 3:33 PM

    • Syphoe
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    • User Since: 2009
    • Posts 17
    • Organization: Greater Atlanta Christian Schools
    • Products:  Blackbaud NetCommunity, The Education Edge, The Raiser's Edge

    Conditional Mail Merge - Letter Criteria

    I need to be able to pull pledges w/in a date range an ffrom the reaults, send letter to each constituent based on pledge amount.  I have created 4 letters and 4 levels:

    Less than $25 print Letter 1

    $25  - $499  print Letter 2

    $500 - $2,499 print Letter 2

    Greater than $2,500 print Letter 3

     How to set-up query...

  • 09-02-2009 4:19 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Conditional Mail Merge - Letter Criteria

    I would use a gift query, gift type = pledge, gift date = your date range. 

    I a bit confused from all the postings if you are exporting data to merge in Word or actualling using RE mail function with a conditional merge.  If you need a query for each letter, then add gift amount = xxxx. 

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
  • 09-03-2009 12:41 PM In reply to

    • Syphoe
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    • Organization: Greater Atlanta Christian Schools
    • Products:  Blackbaud NetCommunity, The Education Edge, The Raiser's Edge

    Re: Conditional Mail Merge - Letter Criteria

    JoAnn, Thank you for posting!  I have the export and conditions setup - the problem is the conditional mail merge will not create the letters.  The software hangs up and run run and run until I stop it from processing.

    I am running Window Vista MsWord 2007.  It will not create the letters.  Do you know if Blackbaud have corrected this problem?  I have the last updated version .

    Filed under:
  • 09-04-2009 1:11 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Conditional Mail Merge - Letter Criteria

    If I'm following you, you are doing an export from RE to excel or access and then using a letter created in MS Word as your merge document.  Once you've exported your data out of RE, I believe any problems you have are Microsoft not Blackbaud issues. 

    Sorry not much help with why Excel/Word are not working for you.

     

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
    Filed under:
  • 09-08-2009 8:33 AM In reply to

    • Syphoe
    • Not Ranked
    • User Since: 2009
    • Posts 17
    • Organization: Greater Atlanta Christian Schools
    • Products:  Blackbaud NetCommunity, The Education Edge, The Raiser's Edge

    Re: Conditional Mail Merge - Letter Criteria

    No, I am using the Wizard in Blackbaud with the condition = gift amount.  The letters are created in the wizard but the system will not create the letters.

    Yes, I also used the export feature in Blackbaud but the same thing happens, the system never create the letters.

    Do this work using four letters and four conditions?

  • 09-14-2009 2:43 PM In reply to

    • Douglas Clinton
    • Top 10 Contributor
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    Re: Conditional Mail Merge - Letter Criteria

    Knowledgebase solution BB168224 has steps on how to run a conditional mail merge based on a range of gift amounts - hope that helps!

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  • 10-05-2009 3:08 PM In reply to

    • Ann Ducas
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    • Organization: Crotched Mountain Foundation

    Re: Conditional Mail Merge - Letter Criteria

    Sometimes the letters are not created because of simple things...how many letters do you have?  Try just moving the letters to the top of the list.  Also, check to see that they are all formatted exactly the same.

    Hope a simple answer helps.

    Ann

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