Create Labels and Envelopes Using a Mail Merge

This article explores the creation of labels and envelopes for mailers.



Overview

The generation of labels is related to creating Email/Letter Templates. Learn more about Email/Letter Templates here. 

We'll walk through how to create labels or envelopes for printing various groups of contacts.



Creating a mail merge

Go to the Contacts page.

Filter for the contacts you need. Learn more about filtering here.

Once you've narrowed down the specific contacts you'd like to generate labels or envelopes for, click Select All on the right vertical toolbar (or check the box on individual contacts).

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Once your contacts are selected, click Mail Merge on the right vertical toolbar.

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You'll be prompted with a  "New Letter/Email" window.

Since you're just creating labels, the template you choose here is arbitrary. Select a template and Create the merge.

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Finding your mail merge

The next page you'll be directed to will be the Mail Merge History page. This will show you a historical list of mail merges you've conducted.

Note: You can also get to this page in Tools.

You may see a message that says: "Your snailer is 0% generated. Please refresh to see progress". It may take some time to generate your mail merge. Feel free to refresh your browser after a minute or so to see if the download buttons appear.

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When the mail merge is generated, you'll see a few different download buttons. Once you click Download Labels, labels will be emailed to you in a PDF format, ready to be printed on an Avery 5160 sheet of labels.

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Printing envelopes

You can follow the same process above to get envelopes printed. After following the steps leading up to downloading the labels, click Download Envelopes to receive an email with an attached PDF of the envelopes. These will have the contact's formal letter name and address on them as well as your organization's address in the envelope's return section.

If you want to remove your return information (e.g. if you already have pre-printed envelopes), you can disable your return address by visiting Settings, then General Settings. Scroll down to the Communication section where you can click a box to turn this feature off.

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Mail merge all contacts

Since we assume that you'll likely segment your database for the mailer you're generating, the ability to mail merge your entire database at once is not currently available. However, there are still a few ways to accomplish a database-wide mail merge.

In Contacts, entering the filter Is Archived will ask for the input of either Yes or No.

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Entering a No will filter for all contacts in your system that are not currently archived. Now that you've entered a filter, you can Select All and Mail Merge from the right sidebar.

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