Export Definitions Address Processing

When you select a field from the Address Processing node in the New Export Definition screen, the Parameters screen appears so you can select the address processing, name format, and mail type options to use.

Address processing options allow you to use constituent mail preferences for marketing efforts. They also allow you to specify alternate addresses to use when constituent mail preferences are not configured, or when you want to use seasonal addresses. For example, you can create an address processing option for your holiday appeal that specifies to use the mail preferences from constituent records, and to use seasonal addresses when available. The program uses the mail type you select with the address processing option to determine which of a constituent's mail preferences to consider when it chooses the address.

Name formats determine how names are formatted in a marketing effort. For example, for marketing efforts such as event invitations and appeals, you may use a more formal format that includes titles and suffixes (Mr. William H. Smith, Jr.). For marketing efforts like alumni letters, you may use a less formal format such as the nick name and last name (Willie Smith).

You configure address processing and name format options in Marketing and Communications, and you specify mail types when you configure mail preferences on the Communications tab of constituent records. For information about how to configure communications options, refer to Communications Configuration. For information about the constituent communication preferences, refer to Mail Preferences.

Define Criteria for Address Processing

 

 

You are here: Overview > Administration > Export Definitions > Export Definitions Address Processing