Simple Mail Merges

In Mail:

     

    For further information, refer to How to use Word integration with Mail to perform a simple merge (BB92696)

    • In Mail, open the mailing and click Send to Word merge wizard
    • Click Next to begin the Wizard
    • Click Next on the What type of mail merge do you want to run window
    • At the Create the document and merge the data window, click Create merge document
    • Word opens to a blank merge document
    • Copy the appropriate letter from the existing document and paste the text into this window:
      1. Open the existing letter in Word
      2. Select Edit, Select All from the menu bar and press Ctrl+C to copy the text
      3. In the blank merge document from step 5, press Ctrl+V to paste the text into the document. Note: If the existing letter has special formatting, instead of pressing Ctrl+V to paste, select Edit, Paste Special from the menu bar. In the Paste Special screen, select the appropriate Formatted Text option and click OK.
         
      4. Delete any existing Word fields and insert new Word fields using the Insert Raiser's Edge Field option in the action bar
         
       

      In Export:

         
        • In Export, create a simple merge document or edit an existing mail merge document
        • In a separate window, open the Microsoft Word document to be used in the simple mail merge
        • In the menu bar, select Edit, Select All
        • Select Edit, Copy
        • In the blank simple mail merge document, select Edit, Paste (or Edit, Paste Special if the original document has special formatting)
        • Edit the simple merge document as appropriate. If Word merge fields were copied from the original document, delete these fields and re-insert them using the Raiser's Edge fields menu.
        • Click Save and return to RE7 to Merge
         
         

        Conditional Mail Merges

         

        In Mail:

         
           
          • In Mail, open the mailing and click Send to Word Merge Wizard
             
          • Click Next to proceed through the Mail Merge Wizard
             
          • At the Conditional Merge Document screen, select the condition and the value
             
          • Click Edit merge document to open the letter in Word
             
          • Word opens to a blank merge document
             
          • Copy the appropriate letter from the existing document and paste the text into this window:
            1. Open the existing letter in Word
               
            2. Select Edit, Select All from the menu bar and press Ctrl+C to copy the text
               
            3. In the blank merge document from step 5, press Ctrl+V to paste the text into the document. Note: If the existing letter has special formatting, instead of pressing Ctrl+V to paste, select Edit, Paste Special from the menu bar. In the Paste Special screen, select the appropriate Formatted Text option and click OK.
               


             
            • Delete any existing Word fields and insert new Word fields using the Insert Raiser's Edge Field option in the action bar.
               
             

            For further information, refer to How to use Word integration with Mail to perform a conditional mail merge (BB97661)

             

            In Export:

             
               
              • In Export, create a conditional merge document or edit an existing mail merge document
                 
              • Click Conditional merge wizard
                 
              • In Step 1, select the conditional field and click Next
                 
              • Click New Document to add a new letter or Open to open an existing letter
                 
              • In a separate window, open the Microsoft Word document to be used in the conditional mail merge
                 
              • In the menu bar, select Edit, Select All
                 
              • Select Edit, Copy
                 
              • In the blank conditional mail merge document, select Edit, Paste (or Edit, Paste Special if the original document has special formatting)
                 
              • Edit the simple merge document as appropriate. If Word merge fields were copied from the original document, delete these fields and re-insert them using the Raiser's Edge fields menu.
                 
              • Click Save and return to RE7 to Merge
                 
              • Repeat steps 4 through 10 for each letter in the conditional mail merge
                 
              • Click Finish