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How do I Create Mail Merge Labels from CLIPitc?
How do I Create Mail Merge Labels from CLIPitc?

Learn how to create labels for all of your customers in CLIPitc using Mail merge in Microsoft Word

David Tucker II avatar
Written by David Tucker II
Updated over a week ago

In CLIPitc

First create a custom report in CLIPitc. 

Once you have the report created, select the report from the dropdown menu in the Custom Reports screen and click Process. When the report has been created, click on Export To Excel.

In Microsoft Word

  1. In Word, open a blank document.

  2. Click on the Mailings tab.

  3. Select Labels from the Start Mail Merge dropdown menu.

  4. Next go to Select Recipient>Use an Existing List.

  5. Choose the Excel file you just created.

  6. In the box that opens, match the address fields from Excel to the corresponding fields in Word.

  7. Click on Update Labels.

  8. Click on Preview Result.

  9. Select Finish and Merge

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