Trail Blazer Knowledge Base:


Home : General : How to Print Mail-Merge Address Labels

Knowledge Base







User:

Password:



Article ID: KB273
Keyword Name: Mail-Merge, Print Labels, Avery, Stationary, Envelopes, Mailing
Created: April 30, 2015
Viewed: 1891

How to Print Mail-Merge Address Labels



Click Here to view this article as a PDF.




Author: Joel Kristenson

Last Updated: 2015-04-30







Overview



This article walks through the steps to generate labels for a list of contacts.  Currently we require that you use Avery 5160 mailing labels.  If you use something else you may opt to generate the list in your database, and then export it to run the merge via Microsoft Excel.






   

Steps


Navigate to the list you want to print labels from.  In my example I used my Contacts (Donor/Voter) list, but you can also run this process from the Contributions list, and the Thank You Letter list.



Run your search query for the list of contacts you want to print labels for.  In my example I queried for everyone who’s given over $10,000 at one time, which provided a record count of 16.



You can whittle down the list further by unchecking contacts in the Incl column if you don’t want to print labels for them:



Once you’re finished constructing the list of recipients, click the [Reports] button in the bottom-right.



From the next screen you currently have four options for printing labels:

- Labels (Use Avery 5160)

- Labels (Use Avery 5160)/Nick Name Option

- Labels Name built by list-Combined House or by last name and address (Use Avery 5160)

- Labels Household and Envelope Name (Use Avery 5160)


I chose to use the first option:



This is going to generate a print preview of your labels.  You’ll quickly be able to tell if certain recipients are missing info such as Name and/or Address.


Below is a screenshot of my finished labels, with some details on the different tasks you can perform from this screen such as adjusting margins:



When everything is how you need it, click [Print].



This will open another screen where you can further adjust printer settings, and select which printer to use.  When everything is ready click [Print].




http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: If you're printing a very large list, you can set a range of just a few pages, and then run a test print before wasting a lot of paper.

















Related Resources

Article: Mail-Merge Write a Letter

Article: Household Export

Video: Getting Started 102 – Quick Reports and Export

Video: Getting Started 107 – Writing Contribution Thank You Letters

3rd Party Resource (Material): Purchase Avery 5160 Label Paper

3rd Party Resource (Tool): Purchase Microsoft Excel

3rd Party Resource (Video): YouTube – Print Labels via Microsoft Excel







Trail Blazer Live Support

http://www.somebodysattic.org/images/phone%20icon_lower%20rez.jpg  Phone:  1-866-909-8700

http://sisyphus-js.herokuapp.com/assets/email_icon-0f32f4da45c2822cbb02fb36f9b9429e.png   Email:  support@trailblz.com

   Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180

   Twitter: https://twitter.com/trailblazersoft






* As a policy we require that you have taken our intro training class before calling or emailing our live support team.


Click here to view our calendar for upcoming classes and events.  Feel free to sign up other members on your team for the same training.


* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.


* This service is included in your contract.





Find our more information about Trail Blazer Campaign Services Inc. [click here]


Powered by: ClickCarts KnowledgeBase