Mailing Codes

When you create a letter or custom report, you can associate it with a mailing code. A mailing code is a unique code that contains identifying information about the fund, campaign, approach, and letter. The mailing code, in combination with an account number, forms the Payment Reference.

If you include the Payment Reference field, eTapestry creates a Payment Reference for each individual donor that you can use for tracking purposes when you generate the letter or custom report.

Note: Mailing codes are currently available for eTapestry users in the Netherlands only.

Add a mailing code

1. From Management, select Mailing Codes under Database Configuration. The Mailing Codes page appears.

2. To create a new mailing code, click New Mailing Code from the Tasks menu.

3. Complete the following information.

• To make this mailing code the default mailing code, select Default.

• On the Name field, enter a unique and descriptive name for the mailing code. You can edit the name of the mailing code after you create it. This field is required.

• On the Description field, enter a longer description of the mailing code to help other users in your organization when they use the field.

• In the Future Gift Attributes section, specify the Fund, Campaign, Approach and Letter to be used for the mailing code.

4. To create the mailing code, click Save And.