Creating Labels on Silent Partner Cloud

Creating Labels on Silent Partner Cloud

Just like Silent Partner Desktop, the Cloud allows for the easy creation of Labels by generating a merge file.

Step 1

Access Silent Partner Cloud and choose CRM on the left-hand menu.


Step 2

On the CRM page, choose 'Labels' under 'Quick Searches'.

Step 3

Scroll to the bottom of the page and choose the 'CSV' export option.

Step 4

Open up the Merge File you created in Excel and familiarize yourself with it; in particular with the names of the column headers. If there are extra columns that you don’t need, feel free to delete them. When done, close Excel.

If you created the Merge File simply in order to manipulate the data in Excel then this is the last step for you; if not please continue.

 

Step 5

Open Microsoft Word and create a new document. Go over to the “Mailings” tab and click on “Start Mail Merge“. Now choose the type of Mail Merge you want to do. For this example we’ll do Labels.


 

Step 6

With Labels you’ll need to choose which Label you will be using. Word has a large number of stored templates based on different manufacturers; so choose the brand that you have and then the Product number (in the case of store brands like “Staples”, they usually tell you what the “Avery equivalent #” is).


Then click OK.

 

Step 7

Now you will need to choose what list of names/addresses you want to use. Import the Merge File you created in the earlier steps.



For “File Conversion” choose Windows (Default), then press OK.


Now it should look something like this:


 

Step 8

Now choose the Merge Fields to Insert. Be sure to leave a “SPACE” between any fields that are on the same row.


Once you’ve filled out the first label, a quick tip is to Copy (Ctrl+C) what you’ve written on  that label and then Paste (Ctrl+V) it into the other spots (under «Next Record»). CAUTION: DO NOT ERASE where is says «Next Record», it will not work otherwise.



Continue Pressing Ctrl+V (Paste) under each «Next Record» until you’ve filled the page.


Once your page is filled click the “Preview Results” button


And see the results:


 

Step 9

Now all your Labels have different Donors in them. In this current state you can go and Print them out. You must do one page at a time, this is because Label sheets often have to be fed into the printer manually. This set of Labels has 30 to a page, so once you’ve printed off your first page, go up to the top and advance the “starting at” field to 31 (the number you change it to will depend on how many Labels fit on a sheet). This should update all the Labels to the next Donors on your Merge File.


Continue doing this until you’ve printed out Labels for all the Donors on your list.

 

Step 10

When you’re done with these Labels, deselect the “Preview Results” button so it goes back to showing the field names. Now you can save your template to use it later on. Now the next time you need to print off Labels you will only need to Open this file, go to “Select Recipients” and choose the new Merge File you’ve exported from Silent Partner, and then you can skip Steps 6 through 9 (provided you are using the same type of Labels).


 

And now you can use Merge Files and Print Labels!

 

For more information you can take a look at Microsoft’s document on Mail Merges.




    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!


      • Related Articles

      • Campaigns / Bulk Mail

        From Silent Partner Cloud, go to Communications > Campaigns > Campaign Menu.   With Bulk Mail you have the option to view current, active campaigns or to create new campaigns. Campaigns can be either email campaigns or print campaigns. In this ...
      • Creating a Cloud User

        You need Administrator privileges to set up Cloud users.  Once logged onto the Cloud, go to Admin Settings > Cloud Users Set up the user profile to allow the user to log into Silent Partner Cloud To add a new user, click "Add DMS User." Managing ...
      • How to Process Receipts in Silent Partner Cloud

        Before processing receipts in Silent Partner Cloud, you would need to receipt donations in Silent Partner Desktop and run a Cloud sync. In Silent Partner Cloud, along the left side panel, hover over Communications, then click Receipting. This opens ...
      • Using PayPal with Silent Partner - Downloading Transactions

        Downloading PayPal Donations and Transferring Funds See Previous Topic:  Using PayPal with Silent Partner - Setup With this module you are able to easily download your PayPal donation records into Silent Partner in a few short steps. Open up the ...
      • How to use Bulk Replace

        Over time the information stored on donor records can get messy or becomes outdated making it difficult to work with your data.  Bulk Replace is a feature of Silent Partner that allows you to add, delete or remove information from multiple records at ...
      Societ Academy

      Learn what you need to know, any time. Free!



      • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
      • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
      • A certificate of completion - you can request a certificate of completion for every session you attend.



        Contact Us
        1-877-399-4645