Mailing Labels

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Becca
  • Updated

Ready to send holiday cards or other mailers to your database? No problem! Generate mailing labels right within Follow Up Boss by following the steps below. 

Note: Labels are formatted to comply with the USPS guidelines for delivery addresses. 

 

How To Create Mailing Labels

1.  Find the right people: Go to People and Filter to the list of contacts you want mailing labels for  

2. Filter your list for contacts with addresses: Add the filter Address > Is Not Empty to filter out contacts without an address

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3. Select who you want to print labels for:  Select certain people from the list OR check the box in the upper left-hand corner of the top row to Select All 

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4. Choose the Mailing Label Mass Action: Click on the person icon and choose Mailing Label

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5. Select your desired label format 

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Note: If you don't check a box in this step, we will create a mailing label for the main contact and first address on the lead profile. 

Creating a label for relationships

  • We will create a mailing label with the main contact and relationship contact names with the first address listed for the main contact.
    • The relationship type needs to be labeled as one of the following: Spouse, Wife, Husband, Domestic Partner, Partner, Girlfriend, Boyfriend
    • Relationships cannot have an address listed
  • Print separate mailing labels for the main contact and relationship if they both have addresses listed (even if it is the same address). 
  • If there is more than one relationship listed, a mailing label for the main contact and first address on the lead profile will be printed (relationships will not be included). 

Creating a label for each unique address (for recipients with multiple addresses) 

  • We will create a mailing label for each address listed for the main contact (this doesn't include relationship addresses).

6. Downloading Labels: The labels will download in the background and you will see a progress notification in the bottom left of the window. Open the downloaded file to print. You will also be sent an email with a link to the labels. 

 

Printing Instructions

  • Uncheck 'Fit to page' for scale and make sure the scale value is 100%.
  • Select 'Letter' for paper size.
  • Check the alignment of your printed layout by first printing on a plain sheet of paper. Hold the printed sheet behind the Avery product to confirm alignment then print onto the Avery product.
  • Use Avery labels that are compatible with the Avery 5160 template. Each sheet prints 30 labels.mceclip4.png

 

FAQs

How are labels printed for relationships with and without the same last name? 

If the contact and the relationship share a last name, their last name will be listed once (e.g. John & Jane Doe). Otherwise, both last names will be listed (e.g. John Doe & Jane Smith).

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What field is used when pulling the first and last name for mailing labels?
We will use the name in the name column for the name on the label. If you need to edit the names before printing the mailing labels, export the list to a CSV file and use Mail Merge to make the labels.
How can I export the main contact name and address to outsource printing?
  1. Go to People
  2. Clear all Filters (or filter to the desired contacts)
  3. Click Columns in the upper right
  4. Select First Name, Last Name, and Address (deselect everything else) Update_Mailing_Labels_2023-02-16_at_1.04.17_PM.png
  5. Export > Yes, Export People (don't select Export All Columns)
  6. The file will Download to your computer with the columns below. Update_Mailing_Labels_2023-02-16_at_1.10.39_PM.png
  7. Save and Send
How can I export the main contact + relationship name and address to outsource printing? 
  1. Go to People
  2. Clear all Filters (or filter to the desired contacts)
  3. Export > Select Export All Columns > Yes, Export People
    • Exporting all columns is the best way to export relationship information
  4. Open the File after it downloads to your computer
  5. Remove All Columns Except the following:
    • First Name, Last Name, Address 1 - Street, Address 1 - State, Address 1 - Zip, Address 1- Country, Relationship First Name, Relationship Last Name
  6. Add a new Column to the file > Combine First Name and Relationship First Name into One Column if they have the same last name (directions here)
  7. Remove any Unwanted Columns such as individual fields for each first name
  8. Save and Send

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