Revision history for ExportingContactRecords
Additions:
Remember: The Vote Smart mailing list is never to be given out to anyone. We do not sell, give, or exchange our list with anyone or any organization. We also do not give out individual names or contact information to any of our members.
Additions:
*IMPORTANT- Save this file on the membership drive. Membership- mailings & publications- 20xxmailings- 20xxmailings- name of fundraiser/ mail file.
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====Exporting a Mailing File for a Bulk Mailing====
Deletions:
Additions:
The following is the process for exporting contact records from DonorPerfect. This query detailed on this page is only for pulling members who have donated between a specific date range.
**How to export DonorPerfect records for a bulk mailing:**
**How to export DonorPerfect records for a bulk mailing:**
Deletions:
**How to export DonorPerfect records for a bulk mailing: **
Additions:
The following is the process for exporting contact records from DonorPerfect. This process will only export records of members.
**How to export DonorPerfect records for a bulk mailing: **
- Log into DonorPerfect, and go to reports → report center.
- Click on the easy reports folder on the left hand side
- Select “PVS_Membership_Files” - this has all of the info John Floyd needs.
- On the left hand side bar, set your selection filter
- You will need to run a query to pull the people that you want to mail. This is going to depend on the mailing and who RK wants us to mail
- A typical selection filter for a standard renewal mailing:
- DPFLAGS.FLAG = 'MEM' - this will pull everyone with the member flag.
- DP.LAST_CONTRIB_DATE BETWEEN 'XX/XX/20XX' AND 'XX/XX/20XX'- this will pull everyone who’s last gift was between that date range.
- On the left hand side bar, remove the checkmark next to “Do Not send Mail.” Per RK.
- Download the report as a CSV (this is the format that John Floyd needs the file in)
- Make sure to spot check the file to make sure that there aren’t people who shouldn’t be on it (API, RMV, DEC), etc.
**How to export DonorPerfect records for a bulk mailing: **
- Log into DonorPerfect, and go to reports → report center.
- Click on the easy reports folder on the left hand side
- Select “PVS_Membership_Files” - this has all of the info John Floyd needs.
- On the left hand side bar, set your selection filter
- You will need to run a query to pull the people that you want to mail. This is going to depend on the mailing and who RK wants us to mail
- A typical selection filter for a standard renewal mailing:
- DPFLAGS.FLAG = 'MEM' - this will pull everyone with the member flag.
- DP.LAST_CONTRIB_DATE BETWEEN 'XX/XX/20XX' AND 'XX/XX/20XX'- this will pull everyone who’s last gift was between that date range.
- On the left hand side bar, remove the checkmark next to “Do Not send Mail.” Per RK.
- Download the report as a CSV (this is the format that John Floyd needs the file in)
- Make sure to spot check the file to make sure that there aren’t people who shouldn’t be on it (API, RMV, DEC), etc.
Deletions:
1) From the main screen, Reports > Listings
1) In the Listings and mailings window, make the following selections:
- Report Category: Export to file
- Select Export Type: Contact Transactions
1) If you would like to select only a certain kind of contact filter, set a selection filter. For example, if you would only like to select people who requested member volunteer information, you would set Contact > Activity > equal to > MI (member internship request).
1) Select Due Dates as appropriate.
1) Click 'Do'
1) The file will be exported to the \donorperfect folder.
