thankQ Help

Rules can be switched on to run automatically under Lookup Values.

1.Click on the Apply Household workflow so only one mailing will go to each household

2.Click on Use Joint Salutation (optional) if only one partner is in the mailing and you want the mailing addressed to the household

3.Click on Combine Organisation (optional) so if the main contact of an organisation is in the mailing as an individual and main contact, only one mailing will go to that person at the organisation and any other employees will be removed also.

4.Click on Apply Field Rules and select the Parametervalue associated to the field rule (if applicable)