Then click on Merge to merge the customer addresses to your labels. You can then start inserting the merge fields (the fields you want on your label) i.e Name, Address1, Address2, Address3.ġ8. It will then prompt to setup your document and allow you to specify the type of label you are printing to.ġ7. Click on OK to select Entire Spreadsheet.ġ6. You should be able to see the file CUSTOMER LIST.xls. Change the Files of Type option by clicking on the down arrow and select MS Excel.ġ4. Change to the C:\Program Files \ Counter Intelligence Office \ Reports folder first. Click on Get Data and select Open Data Source.ġ3. It will give you an option to use the active window, click on Yes.ġ2. If you are printing letters or emails instead, select Form Letters or emails instead of Mailing Labels. Alternatively you can use the Mail Merge Wizard which will step you through the process. When the Mail Merge window appears, click on Create and select Mailing Labels. Start Microsoft Word, click on Tools and select Mail Merge.ġ1. Once all modification is complete, click on File / Save. Modify any data in the Excel spreadsheet if necessary such as Address lines, empty rows and column headings.ĩ. Repeat this process for the remaining 3 rows.Ĩ. To do this, click on the left of each row to highlight it, then click Edit and select Delete. As the first 4 rows contain report heading information, these lines can be deleted. You should be able to see the file you named earlier CUSTOMER LIST.xls.ħ. Browse to the C:\ Program Files \ Counter Intelligence Office \ Reports folder.Ħ. Start Microsoft Excel, click on File / Open.ĥ. Verifying / Modifying the Data in Excel4.
Once the export is complete, close out of the reporting screen. Save it with a filename of (for example) CUSTOMER LIST.xls. Krystal Tyree(capitalkt), Orchid Studio(orchidstudiotx), Mike Tholfsen - Microsoft tips(mtholfsen), Candid Curls(candidcurls), Mike Tholfsen - Microsoft tips(mtholfsen). Watch popular content from the following creators: Dr. When prompted for the print option, select to print to an Excel spreadsheet. microsoft word mail merge label printing 2M views Discover short videos related to microsoft word mail merge label printing on TikTok. Also optional customer marketing fields such as date of birth, favourite colour etc.ģ. Make your selection based on the criteria you require ie. From Counter Intelligence Office, select Reporting / Customer / Customer Marketing Report or Customer Loyalty Analysis in version 2008 or greater.Ģ. This is the procedure to perform a customer mail merge using Microsoft Excel and Word for customers you have in your Loyalty / Customer Marketing database.Įxporting the Data From Counter Intelligence1.
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