Add an address processing option

1. From Marketing and Communications, select Address processing options under Configuration. The Address Processing Options page appears.

2. In the Address processing options grid, select Add. The Add address processing options screen appears.

3. Enter a unique name and description to help identify the address processing option. For example, enter the type of communication to use this option.

4. If your organization uses site security, in the Site field, select which site to associate with the address processing option. Only users associated with the selected site can use this option.

5. Select the Individuals tab to choose the address types to use for individual constituents included in the communication effort.

   1. To use the mail preferences from individual constituent records, select Use individual's mail preferences, if specified.

   2. Under Otherwise, use these addresses, select the address types to use as an alternative to mail preferences or when mail preferences are not set up for an individual.

   3. To use seasonal addresses for individuals who have them, select Use seasonal address, if available.

   4. In the If address is not found field, select whether to include individuals without addresses from the communication output.

6. Select the Organizations tab to choose the address types to use for organization constituents included in the communication effort.

   1. To use the mail preferences from organization constituent records, select Use organization’s mail preferences, if specified.

   2. In the Otherwise field, select the address to use as an alternative to mail preferences or when mail preferences are not set up for an organization.

      If you select “Mail to contacts at the organization,” in the Contact type box, select the type of contacts to receive the communication effort, in order of priority. To include contacts that meet all selected types, select Mail to each contact found. In the If no contact is found field, select whether to include or remove organizations without contacts from the communication effort output. In the If contact will also receive the mailing as an individual field, select whether to include the contact in the communication effort as a contact, an individual, or both.

      Note: If you do not select Mail to each contact found, the communication effort includes only contacts of the type listed first in the Contact type box.

      If you select “Mail to organization only,” in the 1st choice and 2nd choice fields, select the address types to use. In the If address is not found field, select whether to include organizations without addresses from the communication output.

   3. Select the Households & Groups tab to choose the address types for constituent groups and households included in the communication effort.

      1. To use the mail preferences from group and household constituent records, select Use group’s mail preferences, if specified.

      2. Under Otherwise, use these addresses, select the address types to use as an alternative to mail preferences or when mail preferences are not set up for a group or household.

      3. To use seasonal addresses if available for a household, select Use seasonal address, if available.

      4. In the If address is not found field, select whether to include groups and households without addresses from the communication output.

7. Select Save. You return to the Address Processing Options page.