Mailing Receipt to 1 address & appeals to another one

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Barbara Heringer
Barbara Heringer
Ancient Membership Photogenic First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
I was wondering if any one know if it is possible to mail the tax receipt to one address & mail the appeal to another one.
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Barb Heringer:
    I was wondering if any one know if it is possible to mail the tax receipt to one address & mail the appeal to another one.

    Are you using the Mail function in RE for the receipts?  Or exporting addresses?  How are you pulling your mailing list for the appeal?  Are you talking about for an individual or for an organization?

    Might be doable. You could have two different address types and pull one before the other, but you'd have to be sure to be consistent from record to record with how you use the address types.  In Mail for receipts you can specify an order of importance for individuals when you select what address to use.  For an organization it would be more difficult as it will look at contact type first and you can only select one address type or first address found.  For org it might be easier to have your address selected by contact type.  Do the receipt and appeal go to the same person. 

    A bit more info would be helpful.

  • Melissa Graves 2
    Melissa Graves 2
    Ancient Membership 100 Comments 5 Likes Facilitator Level 3
    Barb Heringer:
    I was wondering if any one know if it is possible to mail the tax receipt to one address & mail the appeal to another one.

    You can use address attributes in Mail to pull a particular address from a record.

    So lets say you added something like "Special mailing code: Tax Receipt" to the address that gets the tax receipt and put nothing on the one that gets appeals but make that one the primary address.

    When you are pulling appeal mailings you just pull primary address

    When you are pulling the tax receipts you can, in mail, say if any record has an address with the tax receipt attribute, use that address, otherwise use primary (step 3 on the Ind Address tab in Donor Acknowledgement Letters.)

  • Barbara Heringer
    Barbara Heringer
    Ancient Membership Photogenic First Comment Facilitator Level 1
    Melissa Graves:

    You can use address attributes in Mail to pull a particular address from a record.

    So lets say you added something like "Special mailing code: Tax Receipt" to the address that gets the tax receipt and put nothing on the one that gets appeals but make that one the primary address.

    When you are pulling appeal mailings you just pull primary address

    When you are pulling the tax receipts you can, in mail, say if any record has an address with the tax receipt attribute, use that address, otherwise use primary (step 3 on the Ind Address tab in Donor Acknowledgement Letters.)

    Would you sent up the address attributes as a table? What other example would you use for this attribute? I'm having problems setting up this attribute as a table. Can you help me? Thanks.
  • Melissa Graves 2
    Melissa Graves 2
    Ancient Membership 100 Comments 5 Likes Facilitator Level 3
    Barb Heringer:
    Would you sent up the address attributes as a table? What other example would you use for this attribute? I'm having problems setting up this attribute as a table. Can you help me? Thanks.
    Setting up attributes as a table does get tricky - I find I often have to set up the table and then have to leave RE and come back in before I can add table entries. If that is where you are stuck, try that. If not, i need to know what the problem is before I can help. If you need someone to walk you through it then maybe a call to support would be best.
  • Barbara Heringer
    Barbara Heringer
    Ancient Membership Photogenic First Comment Facilitator Level 1
    Melissa Graves:
    Setting up attributes as a table does get tricky - I find I often have to set up the table and then have to leave RE and come back in before I can add table entries. If that is where you are stuck, try that. If not, i need to know what the problem is before I can help. If you need someone to walk you through it then maybe a call to support would be best.
    Thanks so much, I got it working.

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