How do I create labels?

Mailings & Labels
#1
  1. Go to the Search screen for the type of contact you would like to generate labels for.
  2. Enter the appropriate search criteria (e.g. matched mentors).
  3. Click Run Search.
  4. In the first tab of search results, click on the Communication button and select Mailing.
  5. You will be taken to the Mailing screen. On the right hand side, you will see information regarding the search you just performed.
  6. In the Mailing Options area, set the Mailing Type to Labels, select the appropriate label brand and product. If you don’t see the brand and/or product you would like to generate, please submit a support ticket and we will add it for you (if possible).
  7. Insert the fields from your data that you would like printed on the label by double-clicking on them in the Merge Fields area on the right hand side—they will insert into your template wherever your cursor is.

  1. Click the Run Merge button at the bottom of the screen.
  2. The database will generate a single Word document with all of the labels in it—one per search result.
  3. Select the Open with… option and click OK. The merged document will open in Word.
  4. Review the document and make any manual adjustments you would like. Be sure to insert the correct label sheets in the printer before printing.
  5. (Optional) You may save the label template you have just created for future use by clicking the
    Save Template button

For additional information, please see our training video: Using Mailings and Labels