1. Find out from the mailing house what format of file they accept. It is normally comma-separated value (CSV).

2. Create a constituent query to select the constituents you want to send to the mailing house

3. Run Quick Letters using that query.
a. On the Fields to Include tab, select the appropriate Constituent Information and Address fields, and use the Up and Down arrows to arrange the fields in the appropriate order. Also, format the Addressee and Salutation as needed.


b. Select the appropriate options on the Individual Address and Organization Address tabs, including whether to mail to contacts.
 
4. Click Export and select the file type the mailing house requested (step 1). Give the file a name and click Export Now.
 
5. Send the file to the mailing house 


Note: If Quick Letters does not include the fields that you need such as gift fields, use Export instead.