Q: How do I separate companies from individuals when I am doing a direct mailing campaign through a print house like letterprinting.net?
A: If you are using the Investment Dominator system to generate your letter, the system automatically generates a different letter variation based on whether the owner Type is set to (Company or Individual). But if you use a mailing house to print your letters for you like letterprinting.net, they most likely do not have that logic built into their system.
You can deal with this issue 1 of 2 ways…
1) In the letter template you send to your mail house you can include the Company merge field along side your Name fields (Example: Dear <<First Name>> <<Company>>). Doing this will tell the company to print the first name of the owner if there is a value in that field and if there is no value they instead print what is in the Company field. So for owners set as individuals in the system, a first name will print on your letter and for companies, the Company name will print.
2) Another way you can handle this is before sending your list to the print house split it into 2 separate lists one for companies and one for individuals. This is easy to do in Excel if you sort your exported list by the Company column. Send your print house 2 letter templates as well as the two lists, (one for Companies and one for Individuals)… as long as you specify to the print house what list goes with what template they can print a different letter variation for you based on your 2 lists.
NOTE: your print house may require you to create 2 separate orders.
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