Prepare a postal export

For:Administrator

A postal export converts a selection of contacts into a list of recipients for envelopes, labels, or a mailing service.

1. Open advanced search and apply your filters.
2. Select the visible rows or all filtered results.
3. Click on Export then Postal Export.
4. Download the file and check a few rows before printing.

Unisoft groups people from the same family living at the same address to avoid duplicates. Therefore, the representative of the household can be someone who was not visible on the regular results page.

The file includes, among others: Recipient, Mr./Ms., Last Name, First Name, Address, Postal Code, City, State/Region, Country, and Family.

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Contacts without address

A selection that contains no usable addresses does not generate a file. If the volume exceeds the allowed limit, Unisoft will indicate this and export only the supported portion.

For an analysis file rather than a mass mailing, use the standard Excel export: it allows you to select the columns for identity, contact details, address, system, financial data, and custom fields.

Parents' addresses

To find the children in a district, use the parent’s address criteria in advanced search then export the results. Family results are deduplicated; check the selected recipient and address before sending the postal mailing.