Output Formats for Reminders

Output formats determine the fields to export for reminders. Applicable output formats include standard reminder output, seasonal address reminder output, formatted mail reminder output, and email reminder output. An extended output format exists for formatted mail reminder.

For more information about output formats, see Reminder Output.

  • Email reminder output - uses only mail preferences set for the primary email address.

  • Formatted mail pledge reminder output (extended) - uses address process options. If a default address process option set has been added from the Manage address processing options configuration task, it defaults here. If one has not been added, select the pencil to access the Processing options screen. On this screen, select an address format and a name format and select Save. Name formats must already be set up on the Names tab of the constituent page and Name format defaults should already be set up from the Manage name format options configuration task.

    In an extended output format, specific fields are exported multiple times. Extended output allows you to export multiple categories of fields, such as multiple recognition credits per application.

  • Formatted mail reminder output - uses address process options. If a default address process option set has been added from the Manage address processing options configuration task, it defaults here. If one has not been added, select the pencil to access the Processing options screen. On this screen, select an address format and a name format and select Save. Name formats must already be set up on the Names tab of the constituent page and Name format defaults should already be set up from the Manage name format options configuration task.

  • Seasonal address reminder output - exports standard reminder fields with seasonal address data, if applicable. Using this output format, the primary address exports unless a seasonal address is in effect. In this situation, the seasonal address exports.

  • Sponsorship reminder output - exports standard reminder fields with sponsorship address data.

  • Standard reminder output - exports standard reminder fields to merge with the Word form template. Examples include PLEDGEDATE and PLEDGEBALANCE. This output format always uses primary address.