Once you have created a campaign and added profiles, you can generate mailing labels and export lists for mail merges.
- Navigate to a campaign that has profiles added to it.
- Click the Profiles tab.
- Click an export or label option in the left-side menu.
Mailing Labels
This generates a file that is ready to print on 30/page labels, Avery 5160 or equivalent.
Each profile, including household member and guests, in the invitee list will have a label unless they are marked Do Not Mail. If marked Do Not Mail, the profile will not be in the label file.
Mailing Label CSV
This file contains all profiles that are in the invitee list with their primary contact information.
If a profile is marked Do Not Mail, Do Not Email, or Do Not Phone, then the associated Do Not contact information is blank on the export.
When a profile has more than one address and addresses other than the primary have the Mailing box checked, those addresses will also pull into the export file.
When a household and an associated household member are on the list, the Type of profile will be Guest. Guests are household members whose household is also on the list. To only mail to the households, remove Type of "Guest" from the list.
Export CSV
This file is similar to the Mailing Label .csv but has some additional profile information.
If a profile is marked Do Not Mail, Do Not Email, or Do Not Phone, then the associated Do Not contact information is blank on the export.
Additional addresses that are marked Mailing do not export in this file.
Exclude Labels
Select profiles can be excluded from the Mailing Labels and Mailing Label CSV. This does not exclude them from Export CSV.
- Click Exclude Labels in the left-side menu.
- Check the boxes next to the profiles that should be excluded, and then click Exclude Checked Addresses.