MAILING: MASTER LIST (with formal salutation)

Usage: This formula generates formal mailing names (Mr. & Mrs., Mr., Mrs., Ms., etc.). After running the formula, copy the HTML table into Excel, then use Data → Text to Columns → Delimited → Comma to separate the results into individual columns for mail merge or label preparation.

Preview

Report Preview


 1
 2
 3
 4
 5
 6
 7
 8
 9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
{{ helpers.bootstrap_3 }}
<html>
<head>
<title>Master Mailing List</title>
</head>
<body>
{% assign sorted_households = households | sort_natural: 'primary_contact.last_name' %}
{% for household in sorted_households %}
{% if household.primary_address %}
{% assign person = household.primary_contact %}
{% if person.marital_status == 'Married' and person.gender == 'M' %}
Mr. & Mrs. {{ person.first_name }} {{ person.last_name }},{{ household.primary_address.street }},{{ household.primary_address.city }},{{ household.primary_address.state }},{{ household.primary_address.zip }},{{ person.gender }},{{ person.marital_status }}<br>
{% elsif person.marital_status == 'Married' and person.gender == 'F' %}
Mrs. {{ person.first_name }} {{ person.last_name }},{{ household.primary_address.street }},{{ household.primary_address.city }},{{ household.primary_address.state }},{{ household.primary_address.zip }},{{ person.gender }},{{ person.marital_status }}<br>
{% elsif person.marital_status == 'Widowed' and person.gender == 'F' %}
Mrs. {{ person.first_name }} {{ person.last_name }},{{ household.primary_address.street }},{{ household.primary_address.city }},{{ household.primary_address.state }},{{ household.primary_address.zip }},{{ person.gender }},{{ person.marital_status }}<br>
{% elsif person.marital_status == 'Widowed' and person.gender == 'M' %}
Mr. {{ person.first_name }} {{ person.last_name }},{{ household.primary_address.street }},{{ household.primary_address.city }},{{ household.primary_address.state }},{{ household.primary_address.zip }},{{ person.gender }},{{ person.marital_status }}<br>
{% elsif person.gender == 'F' %}
Ms. {{ person.first_name }} {{ person.last_name }},{{ household.primary_address.street }},{{ household.primary_address.city }},{{ household.primary_address.state }},{{ household.primary_address.zip }},{{ person.gender }},{{ person.marital_status }}<br>
{% else %}
Mr. {{ person.first_name }} {{ person.last_name }},{{ household.primary_address.street }},{{ household.primary_address.city }},{{ household.primary_address.state }},{{ household.primary_address.zip }},{{ person.gender }},{{ person.marital_status }}<br>
{% endif %}
{% endif %}
{% endfor %}
</body>
</html>