Creating a Mailing Label Export

You can generate mailing letters from within eTapestry communications, or export data to merge into labels in your word processor.

1. To create an export, from Reports, click Manage Reports.

2. Select System.

3. Click Mailing Labels.

4. Review the list of predefined fields.

   • To remove a field, click X.

   • To add a field, select an option under Available Fields.

5. Click Save and Run. The export is ready to use.

6. Select the category and query that includes the accounts you want to include in the export.

   Do not send mail to deceased accounts, accounts with bad addresses, or to accounts that have requested to not receive mail or solicitations. We recommend you create a "Do Not Mail" query to identify accounts that should not receive mail. Then, create a "Clean Mailing List" compound query that includes accounts that should receive mail, but excludes the accounts that should not receive it. You can then use this "Clean Mailing List" query to send mail. You can also use it as the starting criteria for other queries to further define mailing lists. For more information, refer to Create a "Do Not Mail" query and Compound Queries.

7. For Export as, select Transactions.

8. If a account in your query has an address other than the primary address, such as a seasonal address you want to mail to, select the address under Personas Reported. If an account does not have a seasonal address, eTapestry will use the primary address.

9. For Export Format, select Tab Delimited.

10. For Delivery Options, select Export File - Download, Export File – Drop Box, or Export File - Email.

11. Click Submit.

12. Save the file to your local computer. You are ready to create a mail merge of mailing labels in a word processing program, such as Microsoft Word.