Each Mail Merge generates a comma-separated values (CSV) file containing the Address, Biographical, Email, and Employment, and Phone information that you select to include. For example, for a postal mailing, you should select the Address/Address and Biographical Information/Name options to include in your Mail Merge while for a telephone list you may not need all of the Address/Address information but you would need the Address/Phone information.
You can filter the list of constituents to include in your Mail Merge CSV file by selecting the Mail/Accept Mail or Email/Accept Email option to include a constituent only if the value Yes is in the Accept Mail/Email profile field, or one of the Transaction Information options, which require additional upfront work before you can use them.
It is important to note that the Luminate Online Mail Merge application does not contain the functionality to create merged form letters, which is available in specific mail-merge desktop publishing applications, such as Microsoft Word. The Luminate Online Mail Merge generates a CSV file that may be compatible for use with those applications.
Although you can get similar information using the Import/Export Constituent Data Download process, the information in the data download CSV file is in a pre-specified format and may not be compatible with your mail merge applications. For more information, refer to the Managing Data Importing and Exporting online help topic.
Many Mail Merges are generated from queries. For more information, refer to the Managing Queries online help topic.