The following instructions are written for version 4.5 of the Helper Series software. These steps will help you merge names, addresses, and any other information from your contact records onto sheets of printable labels -- for sending postcards, letters, information
packets, etc.
1. Create the list of clients that you want to include on this set of labels. For information on how to create a marketing list, click here.
(If you are printing an exceptionally large list, it may be easier to manage if you Split your list into smaller, more manageable lists. For assistance in splitting your
lists, go to Help --> Search for Help On. Type Split, and then select "Sales Manager (Split List)" when it appears in the search results.)
2. Click on the Mail manager button, and when the Select a Letter dialog box pops up, click on the dot in front of Labels.
3. Choose a label. If you want to use an existing label format, select that label format, click Merge, and skip to SELECT LIST (Step 7).
4. To make a new label format, click New. The letter edit screen will appear, with default merge fields (name and address fields) already loaded. To insert different merge fields, place the cursor where you want the desired merge field to appear, then click Insert --> Merge Fields.
These new fields should be separated by at least one space -- in most cases, a full line-break.
You can also change the font and size with the pulldown windows on the toolbar.
5. Once you have adjusted your new label format to the specifications that you want to use, go to Files --> Save to name and save it.
6. Click on the Mail manager button again, and click on the dot in front of Labels in the dialog box. Select the label format you just created, and click Merge.
7. SELECT LIST. Once you have clicked Merge, a Select List window will open. Locate the list for which you want to print labels. If you want to add a Contact Log entry for each person
on that List, check the Create Contact Log box. You can add text to appear in these Contact Log entries; otherwise, the entries will read "label printed" by default. Click OK.
8. The Labels window will appear. Select the Avery style number that corresponds to your blank label sheets.
9. If you want to change the specifications or positioning of a certain Avery label, highlight it and click Edit. You can adjust margins, width, length, or spacing to match your desired specifications.
10. If you want to print one label for each contact record on your list, select One Label Per Person; if you want to print an entire sheet of labels for each contact, select Full Page of Labels.
If you're printing on partially-used label sheets, you can control the location of the first printed label by selecting Labels Starting At... and choosing the row and column for your first available label.
11. Click OK. The list will begin to merge into the label format on the screen. Once the merge is complete, view the label layout on the screen, and make sure the labels appear how you want them to appear.
(If the label format does not look correct on the screen, do NOT print yet. If you need to make changes to the label layout, then close the label screen without saving the file, and edit the Avery label format. To do this,
return to Step 2. This may sound tedious, but ensuring that your label templates are correct will save time on all future label merges.)
12. If this is your first time running the merge, try printing just one page of the
job onto a piece of paper rather than a blank label page, just to make certain that your positioning and layout are correct. If your format looks correct, select Files --> Print.
go to Helper Help index page
