Mailed Envelope Sets

For the Envelope File for Individual and Joint Envelopes:

You will create 2 queries: one for those who receive Individual Envelopes and one for those couples who receive Joint Envelopes.

• Start with a New Query
• The query comparison shoud be ALL TRUE
• Add the following conditions (select the Condition and then click Add after each condition):
  • Envelope Options Equal Individual (Church Status tab)
  • Primary Bad Address Flag Not Equal True (Contact Info tab)
  • Do Not Mail Flag Not Equal True (Contact Info tab)
  • Address Is Not Null (leave the Right Side empty) (Contact Info tab)
    • Click the Run button
    • Save the query
• Select Export Bulk (CSV)
• Select Individual (select User Titles, if desired) and then click OK
• Save that as a Comma Separated Version (CSV)
• Upload to your envelope service provider, such as Lifeway Envelope Service 

For those who receive Joint Envelopes,

• Copy the above query by right-clicking beside the arrow for the first condition and select Copy as New
• Change the first condition to Envelope Options Equal Joint
• Continue as above - running, saving and exporting the query
• NOTE: After you select Export Bulk (CSV), select Couples-Both (select Use Titles, if desired) and the click OK

NOTE: If you use different envelopes for children,

• Add a condition to the Individual Envelope Query: Age Equal or Less than 12
• Save, run, export as above
• Copy the query (as above)
• Change the age condition to Greater than 12 
• Save, run, export

Read more about Contribution Statements and Envelope Types.