How to Create Mailing Labels
We have several options to create labels in Eleo:
• Use our built-in formatted label
• Create a Mail Merge mailing and download the Excel file to merge into labels in Microsoft Word
• Download our Excel label sheet to then use for a Mail Merge, or upload it to the Avery labels website
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 documents for creating a mailing in the Library.
2) When you get to the final step of the mailing process, you will see a screen like this:
3) Click on the ‘Formatted Labels’ button.
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 and will need to be completed to use this type of label.
- Label Type – Choose the label template that you will be printing on. We have 5 Avery label options (5150-5164).
- Font – Choose the font you would like the labels to be printed in.
- Size – Choose the size of the font for the labels.
- Alignment – Choose how you would like the label text aligned.
- 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 have already created one, skip to step 3. To create a new Mail Merge Template, go to Mailings > Templates > Mail Merge Templates.
2) Choose ‘Mailing’ for the Template Type. Select any fields that you need for the label from the left-hand side (First Name, Last Name, Address, City, State, Zip). Then click on ‘Add’ in the middle to add these to the Chosen side. Then click on ‘Save’ to save this template in the upper right-hand corner of the screen.
3) Go to ‘Mailings’ > ‘Create a Mailing’. Walk through the steps for creating a Mail Merge mailing. If you need help with this, please see the document in the Library that walks you through these steps.
4) When you get to the final step, you will see a screen like this. Choose the ‘Download’ button.
5) 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.
6) 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) You must have a template created already. If you need assistance with this, please see the documents in the Library that go over how to do this.
2) Create a mailing and go through all of the steps to get the list of people that you need. If you need help with this part, please reference the documents in the Library on how to create a mailing.
3) When you get to the final step, you will see a screen like this. Click on the ‘Excel Labels’ button.
4) This will download an Excel file of data. It contains the following standard fields: Name, Formal Salutation, Informal Salutation, Other Name, Address, Address 2, City, State, and Zip.
5) 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