Do you need to create Mailing Labels to send letters or postcards to clients, especially for the Holidays? See our quick guide below to use Elements data along with Microsoft Word to create mailing labels.

Create Mailing Labels

1. Create a new Contacts & Relationships Report in Elements, containing the information you need on the labels. Primarily, the information that you will need is the Address Information. Keep in mind that there are two different Addresses (Mailing and Billing) so make sure which address to use for each Contact.

As an alternative, you can also use the Relationship Address instead. In that case, you would want to use a Relationships report, but the instructions from then on would be the same.

2. Save & Run the report, then export it (preferably in CSV format). Save this to your computer to use at a later step.

3. Open a new MS Word document and follow the instructions below:

a. Go to Mailings > Start Mail Merge > Step-by-Step Mail Merge Wizard.

b. In the Mail Merge menu, select Labels > Next: Starting document.

c. Select Change document layout > Label options > Choose your label size, vendor, and product number > Click OK >Next: Select recipients.

d. Select Use an existing list >Browse > Upload the report file you previously exported from Elements >OK > OK > Next: Arrange your labels.

e. Click Address block.

f. Click Match Fields > Update all fields accordingly > Click OK > OK > Update all labels > Next: Preview your labels.

g. Click Next: Complete the merge.

h. Print your labels and/or Save the document.