If you are sending a Membership Renewal Letter, to access the fields for your mailing, go to Marketing and Communications then click Export Definitions. Here you can edit an existing Export Definition or copy one to add fields. Once you are editing the export definition, follow the steps below. 

If you are sending an Appeal Mailing or Acknowledgement Letters, while editing your letters, scroll down to "Select recipient information to use to personalize your letter" and click Edit to edit the merge fields, then follow the steps below:
  1. First, we recommend also adding Address Type to your mailing output to ensure you are mailing to the business address:
    1. In the right column, Selected Fields, highlight Constituent.This will ensure the field is placed correctly in the export definition.
    2. From the left column, expand Constituent Marketing Information and highlight Address. 
    3. From the middle column, drag Type to Selected fields. This will add Address Type so you can see what address (Business, Home, etc.) is in your mailing output if needed. 
  2. If the business address was created from a business/contact relationship, you may be able to pull the business name from the address node following these steps:
    1. In the left column, expand Address beneath Constituent Marketing Information. 
    2. Beneath Address, highlight Relationship. From the middle column, drag Constituent Name to selected fields. User-added image
  3. If the business address was added separately from a relationship, you can still add the business name as long as the constituent has a primary business relationship with their business. Note: This will also display for constituents that have a primary business relationship, but you are mailing to the home address. We recommend deleting this field from anyone with a Home address in your mailing output.
    1. In the left column, under Constituent Marketing Information, expand Constituent and highlight Business (Primary).
    2. From the middle column, move Name to Selected Fields. User-added image
  4. We also recommend re-naming the this field in the selected fields area. Highlight Constituent name in selected Fields, and click the pencil icon to rename the field. This makes the field easier to identify and will prevent errors when saving.
  5. Click Save to save the merge fields.
  6. Click Next and Finish and Close to save your appeal mailing.
For Membership Renewal Mailing: