If then else mail merge rules in Microsoft Word

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Hi there, Does anyone know how to set multiple condition using "if.. then.. else" rule in Microsoft Word? Ideally, I am thinking to create a RE mail for replacement/regular receipt for monthly donations - annual consolidated receipt using RE Mail. I don't know if it's possible to insert if then else statement for populating as following condition: If: Gift date is 01/15/2012 then on the receipt will show - Date received: For year (capture the last 4 digit(year) from gift date) therefore it will show Date received: For year 2012 when I set gift date range within 2012. In the past we keep create new mail for each year, if a donor requests for multiple years of receipts or replacement receipts then we will need to go into each mail by year to issue individually as we set "Date received: For year (fixed year)". Although we can generate receipt number from RE Mail and generate multiple receipts through RE export, just wondering if there's a way for multiple conditions in Microsoft word, as in the rule it doesn't have condition like "fuzzy" date as like RE, or if anyone has different approach or ways for conditions like this, I would be appreciated for any suggestion! Thanks, Amy
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  • Amy Wu:
    Hi there, Does anyone know how to set multiple condition using "if.. then.. else" rule in Microsoft Word? Ideally, I am thinking to create a RE mail for replacement/regular receipt for monthly donations - annual consolidated receipt using RE Mail. I don't know if it's possible to insert if then else statement for populating as following condition: If: Gift date is 01/15/2012 then on the receipt will show - Date received: For year (capture the last 4 digit(year) from gift date) therefore it will show Date received: For year 2012 when I set gift date range within 2012. In the past we keep create new mail for each year, if a donor requests for multiple years of receipts or replacement receipts then we will need to go into each mail by year to issue individually as we set "Date received: For year (fixed year)". Although we can generate receipt number from RE Mail and generate multiple receipts through RE export, just wondering if there's a way for multiple conditions in Microsoft word, as in the rule it doesn't have condition like "fuzzy" date as like RE, or if anyone has different approach or ways for conditions like this, I would be appreciated for any suggestion! Thanks, Amy

    Try something like this to capture the year from the Gift Date field:

     {MERGEFIELD GiftDate \\@ "yyyy"}

    Do you need the If... Then syntax as well? 

  • Josh Bekerman:

    Try something like this to capture the year from the Gift Date field:

     {MERGEFIELD GiftDate \\@ "yyyy"}

    Do you need the If... Then syntax as well? 

    Hi Josh,

    It worked for my single gift but not for recurring gift pay-cash. I thought the concept is the same just to capture the year of gift date.. 

    Thanks for your help!

     

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