Export/Mail/Reports

Re: Using different letterhead in a conditional merge

Syphoe — Wed, 02 Sep 2009 16:25:29 GMT

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?

Re: Using different letterhead in a conditional merge

Lee Harrison — Wed, 02 Sep 2009 09:10:09 GMT

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.

Re: Using different letterhead in a conditional merge

Syphoe — Wed, 02 Sep 2009 03:25:06 GMT

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....

Re: Using different letterhead in a conditional merge

Laurel Quaintance — Thu, 02 Jul 2009 17:32:33 GMT

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.

Re: Using different letterhead in a conditional merge

Erin Cunningham — Thu, 02 Jul 2009 17:18:09 GMT

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.

Re: Using different letterhead in a conditional merge

Nak — Thu, 02 Jul 2009 16:07:34 GMT

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.

Re: Using different letterhead in a conditional merge

Laurel Quaintance — Thu, 02 Jul 2009 15:50:11 GMT

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

Using different letterhead in a conditional merge

Erin Cunningham — Thu, 02 Jul 2009 13:29:41 GMT

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.