Mailing Labels

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  1. Follow Up Boss - Help Center
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Becca Hancock
  • Updated

Want to send holiday cards or other mailers to your database? You can easily create mailing labels from Follow Up Boss. Please 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 

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. 

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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. 

 

Creating a label for relationships

If in step 5 you chose to create a label for relationships, here's what to expect:

  • 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
  • Prints 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) 

If in step 5 you chose this option, we will create a mailing label for each address listed for the main contact (this doesn't include relationship addresses).

 

 

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

 

Additional Notes

  • 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 Smith & Jane Doe).
  • 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.

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