Exporting a mailing list from ConnectRight Mailer

Learn how to export a mail list for printing using Envelope Designer. Exporting a file allows it to be generated and saved outside the ConnectRight Mailer application.

To simplify using your exported mail list to print your envelopes with Envelope Designer Plus, you can configure ConnectRight Mailer to launch Envelope Designer Plus during the export process.

1. Select Preferences from the tool bar.
   
2. Select Printing from the left menu.
3. Click the Browse button and go to the Envelope Deisgner Plus folder.
   • Important: If this was already configured during installation, nothing else is required.
   • Envelope Designer Plus is typically installed to C:\Program Files (x86)\Pitney Bowes\ED.
4. Select Ed.exe and click Open.
   
5. Select Save to store your Envelope Design Program location.
   • See Envelope Designer plus software for more information.
6. Select Export.
   
7. Select an export format from the menu.
8. Under the Records to export sections, select a radio button for the type of records to export: 
   1. Select All records to export all the records in your list.
   2. Customize your records to export:
      1. Select the Defined filter menu to filter records you want to export. Filters can include addresses which did not qualify for presorting, or individuals who moved with no forwarding address.
      2. Select From record and enter the range of record numbers to export.
      3. Select Presort to sort your list in Ascending or Descending order.
      4. When your list is sorted, select the Limit by container or bundle checkbox to export a range of containers or bundles.
         
9. Select Yes or No in the Export fields section.
   • It is recommended to select No to limit the amount of fields in your file.
     1. If you select Yes continue to step 10.
     2. If you select No click Next to export your fields.
        1. Double click a field from the Fields available list and click Move up or Move down to change the order.
        2. Select Next.
10. Click Browse beside file name.
11. Go to your target location and enter a name for your file.
    • ConnectRight Mailer automatically adds the file type extension.
12. (Optional) Select the TrackMyMail job file in addition to primary export file checkbox to create a file to upload to TrackMyMail.
    1. Select the TMM credentials from the TMM Identity menu.
    2. Enter values for the Job ID and Job title fields.
    3. Select the Mailing date.
       • The mailing date will match the date entered in Presort but can be overridden if presort is not performed.
    4. Select a File Type for the type of tracking to be performed.
13. Click Save.
14. Select a radio button for a post export option: 
    1. Select Do Nothing Additional to process and save your file to the location you selected.
    2. Select Envelope Designer to print your list with Envelope Designer. Browse to your envelope or label layout or select Design to create a new layout.
15. Click Run or Run Export Only to export your list.
16. ConnectRight Mailer confirms your list is exported. If you selected Envelope Designer as a Post export option, your mail list will open in Envelope Designer.
17. Select OK and click Close.