Step #1: Update export definition:
  1. Navigate to Marketing and Communications > Export definitions
  2. Click drop down next to your export definition and select Edit
  3. In the right column, select Constituent Marketing Information
  4. In the left column, expand Constituent Marketing Information, expand Constituent, then select Relationships. From the middle column, use the blue arrows to bring Contact Type into the right column.
  5. In the export criteria screen, mark "Selected relationships. In the left column, drag Contact Type into Include records where. Set Equal to Corporate Membership.
  6. Click OK
  7. In the right column, select Contact Type (the field we just added)
  8. In the left column, expand Relationships, expand Related Constituent, then select Addressee and Salutation. From the middle column, use the blue arrows to bring Primary Addressee and Primary Salutation into the right column.
  9. Your final Export Definition will look similar to below
  10. Save and Close
User-added image

Step #2: Generate Header file:
  1. Click drop down next to Export definition and select Generate Header file
  2. Save file to your local workstation
  3. Re-do the mail merge for your letter using your new header file
  4. Save your letter to your local workstation

Step #3: Upload letter to package:
  1. Navigate to Marketing and Communications > Packages
  2. View Packages
  3. Click on your package
  4. Click on the Letter
  5. In the Edit letter screen, click Green arrow to re-upload the letter from step #3 above
  6. Save

Step #4: Re-process membership renewals:
  1. Navigate to Memberships > Corporate Membership
  2. Process membership renewal notices
  3. Make sure you are using correct template
  4. Start
  5. Once complete, review merged letter and/or download output