You are here:
Generate Labels for Direct Mail—For Organizations Or Contacts
Generate mailing labels for Household or Organization addresses.
- Overview
Learn how to produce mailing labels for organizations and Households. - Mailing Label Workflow
Familiarize yourself with the process to generate mailing labels. - Mail to Organizations
If your mailing is targeted at Organizations, the process is straightforward: create an Account report filtered on Organization record type, and include the billing address fields. - Mail to Households
When you send mail to Households, you usually want to send only one piece of mail to each Household, regardless of how many of your constituents live there. - Mail to Contacts Not At the Default Household Address
Sometimes constituents prefer to receive mail to an address that is not their default Household address. You can make this override with NPSP.
Overview
Learn how to produce mailing labels for organizations and Households.
Do you have an event flyer or fundraising appeal to send out? Where do you want to send it—to Organizations or to Households? And what do you do when Contacts have a preferred mailing address that’s different from the default Household address?
This article describes how to produce mailing labels for these different groups.
Mailing Label Workflow
Familiarize yourself with the process to generate mailing labels.
Before we dive into the details, let's take a quick look at the overall workflow for generating mailing labels:
-
Generate the report in Salesforce, per the instructions in each section below.
-
Export the report to a .csv file.
-
Using the .csv file as your source, use the merge function in your word processor to generate mailing labels.
Mail to Organizations
If your mailing is targeted at Organizations, the process is straightforward: create an Account report filtered on Organization record type, and include the billing address fields.
You may also want to include the Primary Contact field to make sure your mailing is directed to the right person at the organization.
Mail to Households
When you send mail to Households, you usually want to send only one piece of mail to each Household, regardless of how many of your constituents live there.
Raise your hand if you and your partner, spouse, or roommates have ever received the exact same expensive, glossy, fundraising appeal in the mail …
Built-in NPSP functionality ensures unique, non-duplicated mailing labels for each Household.
To take advantage of this functionality, use Campaigns and Campaign Members, along with the NPSP Household Mailing List report. See Create Deduplicated Mailing Lists from a Campaign for more information.
Mail to Contacts Not At the Default Household Address
Sometimes constituents prefer to receive mail to an address that is not their default Household address. You can make this override with NPSP.
The Household Mailing List report discussed in Generate Labels for Direct Mail—For Organizations Or Contacts is sufficient for the vast majority of situations where you’re sending mail to constituents. But what about Contacts who prefer to receive their mailings from you at an address that's not their default Household address?
If you’ve selected Address Override for these constituents on their Contact records, you can use this field as a report filter.
- Create a report using the Contacts and Accounts report type.
- Add a filter for Address Override = True.
- Select the First Name, Last Name, Mailing Street, Mailing City, Mailing State, and Mailing Zip/Postal Code fields.
-
Save and run the report. The report lists any Contact with the Address Override checkbox selected.
