Conditional Mail Merge woes...

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Kelly Galanis
Kelly Galanis ✭
Ninth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello Blackbaud Community,


We are working to set up some new letters for our conditional mail merge and having a heck of a time. We added letters to the system and included the correct fields to merge. When the merge runs, we keep getting an error box pop up telling us the merge field is not found and asks us to select a field from the drop down menu. This repeats over and over. We have re-examined and re-added the fields and they appear correct when you look at the document in edit. When the merge finally executes, the margins and such tend to be skewed, resulting in a lot of manual fixing.


Can anyone offer some ideas as to what we might be doing wrong? We're hoping to fix this soon, before we rip ALL our hair out!


-Kelly
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    I know you said you've examined and re-added. Look carefully at the field name it is telling you is not there. You must have a difference in the field name - could be spelling, could be an extra space, etc. They have to match exactly. The error will repeat for every time the field is found, so if it's in 50 letters each one time, you'll get the error message 50 times. 


    Are the errors appearing in just one of your conditional merge docs? Or all? I'm assuming you are running this thru Mail function, correct?
  • Aaron Rothberg
    Aaron Rothberg ✭
    Eighth Anniversary Facilitator 2 Name Dropper Photogenic
    Hi Kelly-

    we keep getting an error box pop up telling us the merge field is not found and asks us to select a field from the drop down menu


    Based on that error it sounds like you've included a field in your Word document that no longer exists among the fields you chose to Export.
  • Heather MacKenzie
    Heather MacKenzie ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    Did you ever get this figured out?  I'm curious what the answer was, Kelly Galanis‍.

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