How to output contact's job title in an appeal mailing

 In an appeal mailing letter, sometimes you want to find an organization contact's job title to include in the letter.  
Use this solution if you're mailing directly to an organization and its contacts: 
  1. In Marketing and Communications, Appeal Mailings, open the mailing.
  2. Go to the Letters tab and edit your letter.
  3. Scroll down to "Select recipient information to use to personalize your letter" and click Edit to edit the merge fields. 
  4. In the left column, highlight Constituent Marketing Information
  5. Drag "Position" to the Selected Fields column
  6. Click Save to save the changes.
  7. Click Next and Finish and Close to save your appeal mailing.
Use these steps if you're mailing to an individual directly and would like to output their job title for their primary business:
  1. In Marketing and Communications, Appeal Mailings, open the mailing.
  2. Go to the Letters tab and edit your letter.
  3. Scroll down to "Select recipient information to use to personalize your letter" and click Edit to edit the merge fields.
  4. In the left column, under Constituent Marketing Information, expand Constituent, expand Relationships, and highlight Employment Information.
  5. From the middle column, move Job Title to Selected Fields
  6. Two export criteria windows will pop: 
    1. The first window says "For each record in the constituent node enter the number of related records from the relationships node to export," or how many relationships would you like to export for each constituent? We recommend exporting one relationship. Next, under Filter, choose Selected relationships and drag "Is primary business" to Include records where. Set this to be equal to Yes. 
    2. The next window says "For each record in the relationships node enter the number of related records from the employment information node to export." There shouldn't be more than one employment information record per business, so leave the Number to export as 1 and click OK. 
  7. Save the merge fields.
  8. Click Next and Finish and Close to save your appeal mailing.

Environment

 3.12

Was this article helpful?