You can create a conditional mail merge in Export. In order for the merge to work, the merge letters must be saved on the workstation's hard drive, not a network drive.
  1. Create a student export in the export format of Microsoft Word Merge File.
     
    1. On the Output tab, select the desired relationship fields under Relationships - Person Relation, such as Primary addressee, Primary salutation, and Full address. Be sure to include the Include the Relationships, Relationship field in the export.
       
    2. On the General tab of the Relationships screen, in the For each Student, enter the number of Relationships to export field, enter 2.

      Note: This will export two sets of relationship fields, one set that ends in 01 and one set that ends in 02.
       
    3. Use the fields on this tab to determine the relationships included in the export. For example, select Yes in the Emergency Contact field to include only those relations marked as a student's emergency contact.
       
    4. Mark the Include only one record per spouse pair checkbox.
       
    5. On the Filters tab of the Relationships screen, select the relationship types to include, such as Father and Mother.
       
    6. Click OK and export file.
       
  2. Create a mail merge letter in Microsoft Word that only includes the Relationship 01 fields:
     
    1. Be sure to link to the exported file created in step I
       
    2. Save to your local machine and name the document 'Married'
       
  3. Create a second mail merge letter exactly like the letter described in Step II.
    Then:
     
    1. Select Insert, Break, Page Break from the menu bar to insert a page break at the end of the letter for Relationship 01
       
    2. Insert all of the Relationship 02 fields and the letter's text after the page break

      Note: You are typing both letters in the same Word document with a page break between them
       
    3. Save to your local machine and name this document 'Unmarried'
       
  4. Create a third mail merge letter (See *note below for step IV in Word 2010):
     
    1. Create the letter in Word, stopping before you insert any text or fields
       
    2. Once you are in the document, select Insert Merge Field, If...Then...Else
       
    3. Select StsRlns_1_02_Relationship as the Field Name and 'is not blank' for the Comparison. Click OK
       
    4. The statement will appear as follows on the document:

      { IF {MERGEFIELD StsRlns_1_02_Relationship }<> " " " " " "}

      Note: There are 3 sets of empty quotation marks
       
    5. Place your cursor in the middle of the second empty set of empty quotation marks.
       
    6. From the menu at the top of the document, select Insert - Object> Text from file.
       
    7. Browse to find the 'UnMarried' document you created, click OK.
       
    8. Place your cursor in the middle of the last set of empty quotation marks.
       
    9. From the menu at the top of the document, select Insert File.
       
    10. Browse to find the 'Married' document you created, click OK.

      Note: If the text in the letters being merged contains a word or words in quotation marks, the documents may not merge correctly, as the quotation marks will interfere with the formatting.
       
*Use these steps for step IV if using Word 2010:
    1. Open a blank document in Word 2010
       
    2. Click Mailings then “Select Recipients” and choose “Use Existing List…” then select the Export file created in The Education Edge  
       
    3. Once you are in the document, select Mailings then Rules and choose Insert Merge Field, If...Then...Else
       
    4. Select StsRlns_1_02_Relationship as the Field Name and 'is not blank' for the Comparison. Click OK
       
    5. The statement will appear as follows on the document:

      { IF {MERGEFIELD StsRlns_1_02_Relationship }<> " " " " " "}
       
      Note: There are 3 sets of empty quotation marks. Also, if there is just a blank space where this field should be then hit Alt+F9 on your keyboard. This will toggle the view. You can also use this to preview the document.
       
    6. Place your cursor in the middle of the second empty set of empty quotation marks.
       
    7. From the menu at the top of the document, select Insert then Object and Text from file.
       
    8. Browse to find the 'UnMarried' document you created, click OK.
       
    9. Place your cursor in the middle of the last set of empty quotation marks.
       
    10. From the menu at the top of the document, select Insert then Object and Text from file.
       
    11. Browse to find the 'Married' document you created, click OK.  
       
    12. Under Mailings choose “Finish and Merge”  
       
    13. Choose to Print Documents… or Edit Individual Documents...

      Note: If the text in the letters being merged contains a word or words in quotation marks, the documents may not merge correctly, as the quotation marks will interfere with the formatting.