Mail Merge: Mailing Folder

If you would like to record that constituents received a Mail Merge letter or email, use the Mailing button within your Mail Merge. This appears after the query has run but before you have matched up the letter to your list of recipients.

This Mailing folder will capture the information of those constituents who are in the results of your query and will be receiving this mailing. This will allow you to exclude them from future mailings, should you so choose.

For example, you may send mailings to donors of $1,000+, but want to exclude any donors matching these criteria if they have already received this mailing. When you run your query of $1,000 or more, select the Mailing button and choose the mailing the $1,000+ donors have received, Salsa CRM will exclude anyone who is already in this folder. This way you know that someone will not receive the same mailing twice.

To create a Mailing folder, when creating a Mailing List query...

1. In step 4 of the Advanced Query Wizard click the Mail Merge button.
2. When the Mailings window appears, select the Add button.
3. Enter a Name and Description for this mailing folder.
4. Save this information. The window will close. The Mailing folder name appears next to the Mailings button.

If you want to exclude constituents that were in the results of a previous mail merge...

1. In step 4 of the Advanced Query Wizard click the Mail Merge button.
2. When the Mailings window appears, click the Search button to see all folders. Alternately, add your Mailing name to the Name field to narrow down your choices.
   
3. Double-click the name of the Mailing folder you wish to use. The window will close. The Mailing folder name appears next to the Mailings button.