Creating a mailing list to send to a mail house
In this article:
Key steps
If you're using a mail house to fulfill a mailing, you most likely will need to provide a spreadsheet from which the mail house will produce letters, labels, or envelopes. To build the spreadsheet, you will need to generate an export from LGL.
Follow these steps to generate your export spreadsheet:
- Navigate to the Constituents tab, and run the searches and filters you need until you have the correct search result set for your mailing list
- Click the Export results button in the upper right corner, and then customize your report to add the correct columns of data (see instructions at the end of this section for customizing your address and addressee fields to remove any carriage returns)
Remember that mail houses don't like carriage returns in data, so you will need to make the following customizations to your address and addressee fields to prepare them for use by the mail house:- Customize your addressee field to split it into addressee 1 and addressee 2 by checking the "Split multiple lines into two columns?" box
- Customize your address field and check the "Split address 1,2,3" box
- Complete your export, and download the resulting spreadsheet to send to your mail house
Video tutorial guide
This video illustrates these steps.