•Creating a Customer Correspondence Extract
Using a BI customer query, you can extract information that you can use to generate customer correspondence. For example, you could use a BI query to extract those customers who have not made purchases in the last year.
The BI query will extract a downloadable file in a format specified by you (CSV, XML). You can then use this file to generate your printed correspondence.
If you will be creating a Mail Merge extract, you can specify which mail merge template to use for the merge.
Before You Begin
To generate a customer correspondence extract, ensure the following:
•Your customer query must include the following result members:
oCustomer ID
oDefault Address City
oDefault Address Country
oDefault First Name
oDefault Last Names
oDefault Middle Initial
oDefault Address State
oDefault Address Street
oDefault Suffix
oDefault Title
oDefault Address Postal/Zip Code
Creating a Customer Correspondence Extract
To create a customer correspondence extract:
1.Open Correspondence from the Desktop.
2.Select the Messages tab.
The Messages|Search page appears.
3.Click 'Create New'.
The Messages|Basic page appears.
4.Select Extract from the 'Type' dropdown.
5.Enter a name for the extract in the 'Name' field.
6.Complete the fields in message correspondence tracking section:
a.Correspondence Code: Enter a code to represent the correspondence extract. This can be used to search for the extract on the Extracts tab.
b.Appeal: Click 
to search for the appeal.
c.Additional Info: Enter any additional information that may be required.
d.Description: Enter a description of the correspondence extract.
e.Solicitation Amount: If soliciting for donations, enter an amount.
f.Response Due Date: Click 
to select the date when you expect a response.
g.Document: If you are creating a mail merge extract, enter the file name of the mail merge template excluding the extension. For example, if the template name is Customer.doc, enter Customer.
This template must be placed in the Mail Merge Templates folder of the mail merge plug-in root installation directory. The default install location of the mail merge plug-in is C:\AudienceView.
7.Click 'Create'.
A window confirms that the message was created.
8.Click 'OK'.
9.Select the Deliver tab.
The Messages|Deliver page appears.
10.Select Correspondence Extract CSV (text/csv) from the 'Extract Template' dropdown.
7.Click 'Execute'.
Report Formats
While selecting a report’s output, you can also choose the report’s format:
•AVDOC: Formats the report as a PDF (portable document format).
•CSV: Formats the report as comma separated values (CSV). This allows you to view the report in programs like Microsoft Excel.
•HTML: Formats the report as hypertext markup language (HTML), the standard markup language for creating website and applications.
•application/JSON: Formats the report as JavaScript. This allows you to more easily consume report data for dashboards, data warehouses or other sites or system functions.
