- From the Mailing (ie. with the Donor Acknowledgement Letters or Honor/Memorial Acknowledgement Letters open), click on the Send to Word Merge Wizard
- When prompted, choose Perform a conditional mail merge using multiple documents
- Choose the desired conditional field (ie. Letter)
- From the Create merge documents screen, ensure there is a document for the conditional field chosen. The conditional field will appear under the Compare to column
- If a document is not there, then create a new document by clicking New Document
Ensure that the record meets the criteria in the mailing.