Project Overview Form Apostolate 01 Generalate 05 Santa Teresita 06 Avila Gardens 07 Marycrest Manor 08 Sacred Heart RH 12 Hayden CC Overview Sheet of:* Name of project / mailing / event, etc.Projected Mail or Completion Date MM slash DD slash YYYY How many are you hoping to mail? Date Preliminary List needed by* MM slash DD slash YYYY Please allow 2 weeks turnaround for the preliminary list. Submitted By: Email Type (select all that apply)* Mailing Mass Meet & Greet Luncheon Dinner Other Other type Mailing Type Appeal Brochure Card Letter Invitation Newsletter Appeal Type Unrestricted Restricted Restricted Purpose Printing In House Printing Company No Printing Needed Unsure at this time Mailing List ParametersPlease select all that apply in each sectionWho are you sending this mailing to?In a few brief words, describe who you would like to send this mailing to. For example, "Sereni-Tea mailing list and all attendees from the past 2 years"ParametersParameterDate For example, a parameter would be "chapel donors" date would be "FY 2018-2019" Another parameter would be "new retreatants" date would be "since August 2018"Include the following pre-built groups Bequest Chapel Mass Attendee Church Current Resident Current Resident's Family / Friend Deceased Residents' Family / Friend Former Resident Former Resident's Family / Friend Friends of Carmel Physician Priest Prospect Religious Religious Congregation Sisters' Family ST - Gala ST - Christmas AG - Christmas AG - Invite to Luncheon AG - Nun Event AG - Sereni-Tea SHRH - Auxiliary SHRH - LoI SHRH - Special Programs SHRH - Retreatants Exclude the following pre-built groups Bequest Chapel Mass Attendee Church Current Resident Current Resident's Family / Friend Deceased Residents' Family / Friend Former Resident Former Resident's Family / Friend Friends of Carmel Physician Priest Prospect Religious Religious Congregation Sisters' Family ST - Gala ST - Christmas AG - Christmas AG - Invite to Luncheon AG - Nun Event AG - Sereni-Tea SHRH - Auxiliary SHRH - LoI SHRH - Special Programs SHRH - Retreatants Solicit Codes to Exclude Acknowledgement Letters Only Christmas Card Only Do not mail Do not send Apostolic Appeals Do not send appeals Do Not Send Generalate Annual Appeal Do not send Retreat Notes / S of C Do not solicit End of year acknowledgement only End of year mailing only Event Solicitation Only Health Notes Only MCAA-Acknowledgement Letters Only Memorial Card Mailing Only Memorial/Enrollment Donor Only No mail temporarily One solicitation annually Remove from Event Mailings Removed by request Retreat Notes Only Fields to Export / Segmentation OrderFieldSegmentation Priority (1 being highest) Specify RE fields you would like to see on the list. If you want to send your mailing to donors, resident family members, but want to prioritize your donors you might fill it out this way: Field 1: "Total donations for FY2018-2019", Segment: 1; Field 2 would be "Total donations for FY2017-2018", Segment: 2; Field 3 might be: "Current Resident Family Members", Segment: 3; Field 4 might be: chapel donations from January 2017, Segment 4.Additional Export NotesHiddenPrint InformationHiddenDesign Information Established Yearly Template New HiddenPaper Weight 40 lb. 80 lb. 12 pt. Cardstock HiddenMailing Envelope #10 6" x 9" 9" x 12" A2 A6 A7 HiddenRemit / Reply Envelope #9 Reply #9 Remit #6 3/4 Postage Stamped Bulk Mail House Bulk Additional NotesPlease add any additional notes here.
