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mail merge » conditional mail merge (RSS)
  • Keep Format in Mail Merge

    Hi, Our mail merge was working great, and then I had to update the letters. My issue is this. Once I merge the letter and it opens up in Word, it changes the format. In RE Mail Word Wizard, I make my margin 2" from top. Once I merge it and it opens again in Word, it goes back to 1" margin from...
    Posted to Forum by Cheryl Pauls on 01-27-2011
  • Upgraded MS office to MS 2010 and now my letters are merging in wordpad. Help!

    Friday night I upgraded my office software to MS 2010 and my RE letters are now merging in wordpad. Does anyone know how to change them over to Word? Thanks!
    Posted to Forum by Dakotah Atchinson on 08-30-2010
  • Membership Renewal Notices with Extras

    I'm trying to determine best how to generate membership renewal notices that include the usual contact information along with current dues, expiration date, joined on date, name/s on membership card/s AND next highest membership (upgrade) category with giving amount. Has anyone been able to do this...
    Posted to Forum by Guin White on 04-15-2010
  • 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...
    Posted to Forum by Syphoe on 09-02-2009
  • Consolidate Receipts

    We are currently running a 3-year capital campaign, which includes an employee giving component. Beginning in July, 2008, employees had the ability to pledge to the campaign, and have their pledges deducted from payroll over the next 3 years. As it is now the end of the year, I am preparing tax receipts...
    Posted to Forum by David Reese on 01-20-2009
  • Conditional mail merge - 2 step

    We are trying to set up a 2 step conditional mail merge from RE. We would like to use the conditional mail merge donor acknowledgement letter from within RE using the RE merge fields but would like the merged letters to export out to Word with Word merge fields still actively intact within the body of...
    Posted to Forum by Nancy Williford on 03-29-2008
  • Letters

    Hi, all. I'm brand new to RE -- just finished a week on the job. I did do the 5 day RE Essentials course but think I missed something important. We want to use conditional mail merge to write thanks-for-renewing letters to our members. WHERE do I write the letters to use? I thought config, but based...
    Posted to Forum by Pam Matthews on 02-29-2008
  • Mail template doesn't retain once merged into Word

    I have set up conditional donor acknowledgement templates through RE: Mail that incorporates many letter templates with varied page set-up parameters (plain, legal sized, left-indent to fit our letterhead, etc). When I run a merge and run only the letterhead template, it merges into Microsoft Word with...
    Posted to Forum by Beth Schmieg on 02-25-2008
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