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Blue Sombrero SupportBlue Sombrero SupportAdmin HelpAdmin HelpSombreroREGSombreroREGMail Merge from Excel to Word (for Mailing Labels)Mail Merge from Excel to Word (for Mailing Labels)
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 11/25/2009 10:51 AM
 
Many of our admins have asked about creating mailing labels from your Blue Sombrero service and we thought it would helpful to provide the steps for you. 

If you want to send a mass mailing to an address list that you maintain in a Microsoft Office Excel worksheet, you can use a Microsoft Office Word mail merge. The mail merge process creates a sheet of mailing labels that you can print, and each label on the sheet contains an address from the list.

To create and print the mailing labels, you must first prepare the worksheet data in Excel and then use Word to configure, organize, review, and print the mailing labels. 

Our new "Users Details" Report will work great for creating mailing labels (in addition to other useful things like a marketing email blast to all users in your database).  This new global report is located in your Report Wizard 2.0 - just click view, then Export to Excel!

Here are the steps for the mailing label process:
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Step 1: Prepare the worksheet data in Excel for the mail merge
Step 2: Configure the labels for the mail merge in Word
Step 3: Link the worksheet data to the labels in the mail merge
Step 4: Define the list of recipients that you want to include on the labels
Step 5: Populate the labels with placeholders for address information
Step 6: Preview and print the labels
Step 7: Save the labels for future use

To see each step listed out with screen shots, visit this Microsoft help page: http://office.microsoft.com/en-us/excel/HP102432671033.aspx 

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Blue Sombrero SupportBlue Sombrero SupportAdmin HelpAdmin HelpSombreroREGSombreroREGMail Merge from Excel to Word (for Mailing Labels)Mail Merge from Excel to Word (for Mailing Labels)

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