How to Create Mailing Labels
We have several options to create labels in Eleo:
Option 1: Formatted Labels in Eleo
To use the Formatted Labels in Eleo, follow these steps.
1) Go through the steps of creating a mailing using either a Letter or Mail Merge Template. If you need help with this, please see the articles we have for those topics.
2) When you get to the final step of the mailing process, you will see a screen like this:
3) Click on the Generate button and then select Formatted Labels (.PDF).
4) A new window will open. Make your selections from the following:
- Display Name – You can choose to use the Informal Salutation, Formal Salutation, or Other Name. These are Communication Preferences on the Contact Record that you may customize, or the system will create them for you.
- Label Type – Choose the label template that you will be printing on. We have 5 Avery label options (5150-5164).
- Print in All Caps – if you would like the labels to be printed in all capital letters, select this box.
- Press “Create” when you have made all your selections.
5) Your labels will open as a PDF file. You can then save them if needed and print onto your labels.
Option 2: Creating labels via a Mail Merge
To create labels via a Mail Merge in Microsoft Word, follow these steps:
1) You will need a Mail Merge Template containing all of the necessary fields for the label. If you need help with this, see How to Create a Mail Merge Template.
REMINDER: You are just creating the file of data from Eleo, and will use that to mail merge into labels in Microsoft Word.
2) Choose Mailings in the main navigation on the left. Select the type of mailing you would like to create under Create a Mailing. If you need help with this process, see How to Create a Mail Merge Mailing.
3) When you get to the final step, you will see a screen like this. Choose Generate and then Data File (.CSV).
4) This will download an Excel CSV file with the data of the fields that you selected in your template. Save this file with a name and in a location that you will remember.
5) You will then use this file to merge into your Microsoft Word labels.
OPTION 3: Download Excel Labels
To download Excel labels, follow these steps:
1) Go to Mailings from the main menu on the left. You’ll need to have a mailing template created and then create a mailing using that template. If you haven’t done this yet, see our related articles for step-by-step instructions.
2) When you get to the final mailing step, you will see a screen like this. Choose Generate and then Address Labels (.CSV).
3) This will download an Excel CSV file of data. It contains the following standard fields: Account ID, First Name, Last Name, Display Name, Organization, Formal Salutation, Informal Salutation, Other Name, Address, Address 2, City, State, and Zip/Postal Code.
4) You can then use this file to:
- Create Mail Merge labels in Microsoft Word
- Send this list to a mailing house
- Upload this file to www.avery.com to create custom labels