Address preferences for selected types of mailings. For example, mail all appeal information to the business address but all event invitations to the home address.
Good to Know!
- Mail type is the way you are generating the communication in CRM, not the type of correspondence. If you want to add mail preferences for solicitations and publications, then you want to use the mail type of Appeals (because we will be generating those communications from Marketing and Communications)
- Specifying a business unit on an appeal preference applies the preference only to communications using an appeal with that business unit. Not specifying a business unit would apply the preference regardless of business units on the appeal.
- Category on appeal and event preferences limits the preference to appeals or events of that appeal category or event category. Leaving the category blank applies the preference to all appeal or event communications.
- Conversion note – if consolidated receipts were requested on Bio2 in RE, this information converted to CRM Mail Preferences. Mail type = Receipts, Receipt Type=Consolidated. If there is no primary mailing address at the time of conversion, no mail preference will be created.