Yes, you can include some personalized information in bulk mailScott Hochberg
Postage $aver Software
We all know that Marketing Mail bulk mail can't include personalized information, right?
Well, of course, you can include the recipient's name and mailing address in the letter.
But sometimes, you can also include additional information like the amount of a previous donation, or a subscription expiration date, and still use send the letter as Marketing Mail bulk mail.
You can include personalized information if:
the mail piece contains explicit advertising for a product or service for sale or lease, or an explicit solicitation for a donation; and,
all of the personalized information is directly related to the advertising or solicitation; and,
the exclusive reason for including all of the personalized information is to support the advertising or solicitation in the mail piece.
The personalized information must have no purpose other than supporting the solicitation.
For example, you can include the amount of a previous donation in a letter asking for another donation. But, if you also use the letter as a tax receipt for the previous donation, that's a second purpose unrelated to the solicitation, and it forces the letter to need to go First Class.
Here's a graphic to help explain this:
Here's the relevant USPS rule, along with several related USPS rulings:
Rule 243.2.2, Domestic Mail Manual: Contents for Marketing Mail -- Personal Information
Ruling PS-322: Donation Solicitation/Previous Donation Receipt
Ruling PS-238: Renewal Notices
Ruling PS-323: Computer-Prepared Mail Pieces Entered by Authorized Nonprofit Mailers