Bulk updating profile Salutations and Envelope Names is a step in preparing to send out mailers.
Download a List
1
You can start by creating a list in EA. CREATE A LIST of all the contacts who need names updated or the contacts who you intend to send mailers to.
(There isn't a way to search on Envelope Names or Salutations, but you can select anyone without a Prefix, Suffix, etc., or another method, such as anyone with a Contribution, to create your list.)
2
Run your search.
3
EXPORT the search you've created from MY LIST.
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Choose a STANDARD TEXT export format and then click CUSTOMIZE EXPORT.
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Click the dropdown to add each option you want to change, update, or view what is currently in the database for.
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Rather than scrolling through all the options, type in the search bar to locate specific fields.
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For updating names specifically, here are some suggested fields. (Part 1)
- VANID
- PREFIX
- NAME
- SUFFIX
- PROFESSIONAL SUFFIX
- ENVELOPE NAME
- ENVELOPE NAME - FORMAL
- ENVELOPE NAME - ADDITIONAL
8
For updating names specifically, here are some suggested fields. (Part 2)
- SALUTATION
- SALUTATION - FORMAL
- SALUTATION - INFORMAL
- SALUTATION - ADDITIONAL
- FINANCIAL HOUSEHOLD SALUTATION- INFORMAL
- FINANCIAL HOUSEHOLD SALUTATION- FORMAL
- FINANCIAL HOUSEHOLD SALUTATION- ADDITIONAL
- FINANCIAL HOUSEHOLD ENVELOPE NAME - INFORMAL
- FINANCIAL HOUSEHOLD ENVELOPE NAME - FORMAL
- FINANCIAL HOUSEHOLD ENVELOPE NAME - ADDITIONAL
9
Rename your export.
Click SAVE AS NEW EXPORT FORMAT to use this combination of fields again with another list in the future.
10
Export to Excel or Google Sheets depending on your preference.
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Click MY EXPORT FILES to navigate to your export.
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Click either DOWNLOAD or VIEW SHEET depending on if you've exported to Excel or Google Sheets.
Edit names
13
Once you have your file, you can begin making any necessary edits, such as adding Prefixes and Suffixes, updating Envelope Names, etc.
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Confirm that your spreadsheet of names includes columns for each of the fields you want to update.
15
Edit names and salutations so that the spreadsheet reflects how you'd like the names to show up in EveryAction and on mailers.
In cases where incorrect data needs to be removed or essentially blanked out in EveryAction, leave the cells blank. This will cause any existing data in those fields to be overwritten with the blank data.
