Labels, Envelopes, Mail Merge, and Export Shortcut

Manual for Labels, Envelopes, Mail Merge, and Export Shortcut

Navigation / Location:

Found in the Overview Shortcuts Panel for Local Users

Access / Permissions:

Local Read-Write and Read-Only groupable|m2 Users

User Guide (Scribes, Videos):

Produce Label/Envelopes for a Single Member:

Field Descriptions:

Recipient Types

• Recipient Types vary based on your organization. 
• To be included in a Recipient Type, individuals must have an "Active" status (excluding "Single Member") and a Valid Email
• Recipient Types/Statuses are based on having qualifying Timeline events on a member record.  
• To update a Type and Status, a local Secretary or the Parent Group must add timeline events to a member record.

Example Recipient Types and characteristics:

1. Single Member: Search for any individual in your local by name or member number (any Recipient Type, all Active or Inactive Statuses)
   1. Search: type 3 or more characters of the name; search by member number; Search Results will display the following format: Member Name (Member Number) - Local Name (Member Status)
2. Master Mason/Full Members: Selects all active full members in your local.
3. Master Mason Petitioner/Raised Master Mason:  Petition Read & Petition Cleared Members in your Local ( Jurisdiction Dependent) - not yet full active members. May still require Elected Event or Signed Bylaws Event.
4. Fellowcraft: Selects all members with the status of Active Fellowcraft in your local.
5. Entered Apprentice:  Selects all  members with the status of Active Entered Apprentice in your local.
6. Candidate: Selects all members with the status of Active Candidate in your local.
7. Widow: Selects all Active Widows in your local.
8. Honorary: Selects all Active Honorary Type members in your local.
9. Contact: Selects all Active Contacts (Non-members) in your local. 

Filters

1. Skip Emailable Members: Includes only those who have an invalid email address, no email address, and those members who have disabled email in Connect Mailing Preferences to save on postal expenses.
2. Exclude Members With No Solicitations: References Member's Communication Preference: "No Solicitations" - only emails members with "No Solicitations" = "No"
3. Only Members With No Solicitations: References Member's Communication Preference: "No Solicitations" - only emails members with "No Solicitations" = "Yes"
4. Transactional Communication: Only use for communications that are of a legal or transactional nature, such as receipts, or notifications of membership status. This will produce output for all members regardless of their preferences. Abusing this is a violation of the service agreement.
5. Show Key Line: Show basic member info on first line for easy identification of returned mail. (Member Number, District, Region, Local may all be included)

Output Settings

1. Sort - Last Name / Postal Code - select your sort preference: alphabetical by last name or ascending postal code.
2. Format - 
   1. Envelope Number 10
   2. Avery 5060 (3x10)
   3. Avery 5061 (2x10)

Compose Email:

1. Sender Email - use the valid email address for the actual or "on behalf of" sender
2. Sender Name - use the full name for the actual or "on behalf of" sender
3. Subject - Email Subject Line
4. Rich Text Formatting (RTF) - format the body of the email with RTF and hyperlinks
5. Email Body - add the content of your email
6. Email Attachments - attach one or more files as needed
7. Send Button - click to send to Recipients

Notes:

• This pop-up is for quick messages sent to specific groups of people based on their Local Status.  The Advanced Audience Builder is where to build out and email/export more nuanced audiences.