1. Preparation

Before beginning bulk mailing, there are a few questions to ask:

A. Who Are We Sending the Mailing to?

This could be Members, Regular Attenders, Guests, or based on some other criteria. You need to consult with the party requesting the mailing to determine how the list will be generated.

B. Will the Mailings be Personalized?

If the mailing will be the same for everyone, the only data that must be generated is the mailing list. If the mailings are personalized, the mailing itself must be generated in addition (or in conjunction with) the mailing list.

C. How Do I Get The Correct Data From MinistryPlatform?

Determine the best way to get this particular list or mailing. Here are possible answers.

Mailing Lists

• View or Selection Export
• Standard Reports
• Custom Reports

Personalized Mailings

• Standard Report
• Letters (Reports)
• Custom Reports

2. Exporting Data

View or Selection Export

The following article includes details about exporting data from MinistryPlatform. See Data Export

Standard Reports

MinistryPlatform has many built-in reports which may be used as the basis for an export. We recommending searching through this list for the terms "export" and "mail" to find what you need. See Report List. 

Letters

Letters are a report-based feature for generating mail-merged documents. See Bulk Mail > Letters

Custom Reports

Professional Services can always help you get a specific export in an existing report that was designed perfectly for the data set their mailing house or software required.