Exporting a Mailing File for a Bulk Mailing
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.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:
- 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.
*IMPORTANT- Save this file on the membership drive. Membership- mailings & publications- 20xxmailings- 20xxmailings- name of fundraiser/ mail file.
