How to Export Contact Information for Mailing Labels

Christine

October 14, 2020 13:28

Do you need to generate a list of mailing labels to send letters or packages to your Members? Member365’s list builder function can help by taking the time and hassle out of doing so.

Here’s how you do it:

Navigate to the List Creator

To navigate to Member365’s List Builder:

1. From your Administrator Dashboard, hover over the ‘Lists’ button in the top toolbar and select ‘Create List‘ from the dropdown menu.

Create Lists.png

2. Using the fields provided, name your list and decide to share it with other administrators, or keep it private to yourself.

Name List.png

Create Your List

3. Using the available fields, select the first one that applies to the group of contacts you would like to create mailing labels for. ***

List Builder Criteria.png

4. Click ‘Add Criteria‘ to continue defining your list of contacts, until satisfied.

Add Criteria to List.png

IMPORTANT NOTE: Missing any important contacts on your list after creating your field? Try creating a tag in our tag manager, applying it to their contact records, and including the tag as a criteria in your list! Here’s a guide on how to do it.

5. When satisfied with your list, scroll to the bottom of your page, and click the blue ‘Export’ button.

Export List to Excel.png

6. Select the feilds you would like to include in the export. The suggested feilds for a mailing label are highlighted in the blue boxes, but you may want to include other criteria (including, but not limited to, the others 'checked off' in the image below).

Download Mailing List.png

This list will continually update with contact data, so no need to make a new one every time you need to produce mailing labels! Simply export the information as a .xls file, and use it for printing mailing labels!