Acknowledgement Process Since Microsoft Integration Stopped

Paige Belfield

Hi, I am wondering if anyone has any suggestions or advice on the merge process since BB took away Microsoft integration. Right now we are manually pulling a query and then running 10-12 different merges through excel and word and just curious if anyone is using any product or system that does this similarly to the way BB used to run the conditional merge and output all the letters in one file. Thank you in advance for any advice or suggestions.

Sandra Birchard

Hello @Paige Belfield, currently we use one csv. pull and merge that through one Master word document that has IF statements to talk to the actual letters we want it to use.

For example we export the CSV (same as excel) from RE and then open the master Word doc. and do a Mail merge. In this process the formulas from the master doc would tell the letter we wanted to use that it was needed so when the mail merge is complete we have all the letters correctly populated. Memorial, General Thank you, Event attendees, and Sponsorships can all come from one export.

Is this the type of thing you are looking for? I can share more information on it if you would like,

Theresa Schatz

@Sandra Birchard is this the process you are using?

@Paige Belfield here is a YouTube link to the process I am using, but I'd be happy to know if there is an easier way.

Paige Belfield

@Sandra Birchard

Thank you for sharing! I am going to report back to my supervisor and see what we can do.

Sandra Birchard

@Theresa Schatz
Yes that is the process! I sure wish that video existed when I had to set it up last year, it would have made life easier.