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Mail Guide 100110 ©2010 Blackbaud, Inc

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Mail Guide 100110 ©2010 Blackbaud, Inc Mail Guide 100110 ©2010 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. RE7Enterprise-MailGuideUK-100110 Mail Guide INTRODUCTION TO MAIL . .1 Navigating in Mail . 3 Mail User Options . 6 Available Tabs on Mail Tasks . 9 AVAILABLE MAIL TASKS . 11 Appeal Cards . 13 Cards . 15 Donor Acknowledgement Letters . 15 Envelopes . 16 Follow-Up Letters . 16 Honour/Memorial Acknowledgement Letters . 17 Label Truncation Report . 17 Labels . 17 Membership Card Truncation Report . 18 Membership Cards . 18 Name Tags . 19 Phonathon Forms . 20 Place Cards . 21 Quick Letters . 22 Receipt Report . 22 Receipts . 24 Reminder Report . 25 Reminders . 27 Renewal Notices . 36 Standing Orders . 38 Volunteer Follow-Up Letters . 38 Truncation . 39 GENERAL TAB. .43 Overview . 44 Parts of the Screen Defined . 44 FIELDS TO INCLUDE TAB . .55 Overview . 56 Parts of the Screen Defined . 57 FILTERS TAB . .61 Overview . 62 Parts of the Screen Defined . 62 Using the Filters Tab to Limit the Records Receiving a Mailing . 64 GIFT TYPES TAB . 73 Overview . 74 Parts of the Screen Defined . 74 ATTRIBUTES TAB . 77 Overview . 78 Including or Excluding Records from a Mailing using Attributes . 78 Adding, Updating, or Deleting Attributes from Records in a Mailing . 80 INDIVIDUAL AND ORGANISATION ADDRESS TABS . 85 Selecting an Address for an Individual . 86 Understanding Address Attributes . 88 Selecting an Address for an Organisation . 91 Understanding Contact Address Attributes . 97 SEGMENT TAB . 105 Overview . 106 Parts of the Screen . 106 Segmenting a Mailing . 108 POSTALSAVER TAB AND ROYAL MAIL DISCOUNTS . 113 Installing and Updating PostalSaver . 116 Qualifying for Royal Mail Discounts . 122 Running the PostalSaver Wizard to Set PostalSaver Options . 125 Loading PostalSaver Options from an Existing Parameter File . 151 FORMAT TAB . 157 Format Tab: Miscellaneous . 158 Format Tab: Output Options . 159 Format Tab: Sort . 162 Format Tab: Headings . 164 Format Tab: Criteria . 165 Format Tab: Detail . 166 Format Tab: Page Footer . 167 Format Tab: Report Footer . 168 Format Tab: Name Formats . 169 ERECEIPTS TAB . 171 Overview . 172 Parts of the Screen Defined . ..
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