Section 1: If editing a conditional mail merge document:


1. If our conditional mail merge is based on the field Letter Code and we are adding a new letter, we must first add a new gift letter code in Configuration. Add the new letter code to at least one gift record that is Not Acknowledged. 
2. Open the existing Mail parameters, make any necessary changes to the parameters to include a gift that is Not Acknowledged.  
3. To access and edit the actual letter content in the Mail Merge templates, click Send to Word merge wizard in the toolbar. 
4. Click Next on the Welcome screen.  
5. Select whether or not to mark the gifts as acknowledged.
Note: If gifts are marked as acknowledged, they will not be able to be considered again in future Donor Acknowledgment Letters.  During the template editing process, it's recommended to answer No to the prompt.  Once we get the letter content updated, we will process the Donor Acknowledgement Letters one final time and answer Yes to this prompt to update the gift records. 
6. When prompted select to perform a conditional merge. 
7. Select the conditional field (e.g., Letter) and click Next and The Create merge documents screen appears.
8. If you need to add a New Document for a New Letter code, Click New Document at the top of the window. If you need to edit an existing document, highlight it in the list and click Open at the top of the window. The Conditional Merge Document screen appears.
New Document or Open


9. Edit the conditions or click Edit merge document to edit the letter in Word.
Edit merge document

10. Once Word opens (you may need to click the Word icon on your taskbar to bring it to the front) add your text to the letter and go to the Add-Ins Tab and Insert Raiser's Edge fields where needed in the document.
11. When you're finished making changes in Microsoft Word, click Add-Ins in top menu bar, then  click Save and return to RE7.
Add Ins Tab

Note: When inserting new Merge Fields, they must be selected from the Add-ins tab by clicking on Insert Raiser's Edge Field. Do not include these fields from the Mailings tab.  Merge fields should also not be copy and pasted in the letter. They must be reinserted from the Add-ins tab each time.
Complete the merge. Changes to the letters will not be saved until you finish out the Mail Merge Wizard. (Note: As of RE 7.93.5782.7 it is not necessary to finish out the Mail Merge Wizard for changes to the letter to save as needed.)

Section 2: If editing a simple mail merge document:
  1. Open the Mail parameters, make any necessary changes, and click Send to Word merge wizard in the toolbar. 
  2. Click Next on the Welcome screen. 
  3. Select whether or not to mark the gifts as acknowledged.
    Note: If gifts are marked as acknowledged, they will not be able to be considered again in future Donor Acknowledgment Letters.  During the template editing process, it's recommended to answer No to the prompt.  Once we get the letter content updated, we will process the Donor Acknowledgement Letters one final time and answer Yes to this prompt to update the gift records.
  4. When prompted select to perform a simple mail merge.
  5. Select Edit Merge Document.
  6. When you're finished making changes in Microsoft Word, click Add-Ins in top menu bar, then  click Save and return to RE7.
    Note: When inserting new Merge Fields, they must be selected from the Add-ins tab by clicking on Insert Raiser's Edge Field. Do not include these fields from the Mailings tab.  Merge fields should also not be copy and pasted in the letter. They must be reinserted from the Add-ins tab each time.
  7. Complete the merge. Changes to the letters will not be saved until you finish out the Mail Merge Wizard. (Note: As of RE 7.93.5782.7 it is not necessary to finish out the Mail Merge Wizard for changes to the letter to save as needed.)