On the General tab, enter a name to help identify the mailing.

Enter a description to help identify the mailing, such as the appeal it supports.

Select the date to send the mailing to the post office for delivery.

Enter the total cost for the mailing, such as to send it to a fulfillment house. The program uses this amount to calculate the overall budget required for the mailing.

Enter the total amount of the budget for the mailing. The program uses this amount to calculate the overall budget required for the mailing.

When you add an appeal mailing from the Appeal Mailings page, this field appears. Search for and select the appeal to support with the mailing.

Search for and select the selection of constituents to include in the mailing. You can only include a static constituent selection with an appeal mailing.

Search for and select the package to send with the mailing. The package determines the items delivered in the mailing.

Click Choose file and browse to and select the Microsoft Word document file to use to generate labels for the mailing.

To remove a selected template, such as to choose another file, click Clear file.

Select the types of constituents to include in the mailing, based on the constituent selection and exclusions. You can select to include all constituents, only individual and organization constituents, or only constituent households.

If you select to include Qualifying individuals and organizations, this checkbox appears. Select whether to include only the head of household when multiple qualifying individuals are members of the same constituent household.

If you select to include Qualifying individuals and organizations, this checkbox appears. Select whether to include individual constituents who meet the selection and exclusion criteria but are not members of a household.

If you select to include Qualifying households, this checkbox appears. Select whether to include constituents households that meet the selection and exclusion criteria but do not have members.

On the Exclusions tab, select whether to base the exclusion criteria as of the current date or a specific date such as the mail date. If you select Specific date, select the date as of when to consider the exclusion criteria.

Select the solicit codes of the constituents to exclude from the mailing, such as Do not mail or Do not solicit.

To exclude constituents marked deceased from the mailing, select this checkbox.

To exclude constituents marked inactive from the mailing, select this checkbox.

On the Processing options tab, select whether to use the primary address, addressee, and salutation of the recipients with the mailing or other addresses, addressees, and salutations based on specific address and name format options.

If you select Use the following address processing and name formatting options, select the address processing option to use to determine the addresses to use with the mailing. In the Consider seasonal addresses as of field, select whether to consider seasonal address criteria as of the current date or a specific date such as the mail date. If you select Specific date, select the date as of when to consider the seasonal addresses. From the Address processing options field, you can add or edit an address processing option as necessary.

If you select Use the following address processing and name formatting options, select the name format option to use to determine the addressees and salutations to use with the mailing. From the Name format options field, you can add or edit a name format option as necessary.

On the Output tab, select whether to create a selection of the constituents that meet the selection and exclusions criteria and are included in the mailing.

If you select this checkbox, enter a name for the new selection. To replace an existing selection of the same name with the new selection, select Overwrite existing selection.