Making Mailing Labels

Mailing labels are great for easily sending out birthday cards, or letters to clients and caregivers and can easily be done using Rosemark and Microsoft Word’s Mail Merge functionality.

The process involves exporting a client or caregiver list out of Rosemark and combining it with a pre-created template the correct size for your labels.

Microsoft Word will then produce one label per client or caregiver ready to be printed.

Template Size

When making Mailing Labels using Rosemark, first you will need a template.

This template is something we have ready to go, in various sizes. Sizing is general Avery label sizing, which should be a 4 digit number on the label box.  

Once you know the size of the label you want to make just send us an email [e-mail] or give us a call- 734.662.3537 and we can send you the correct template that will be used for the Mail Merge.

After you have been sent the right mailing size label template, we recommend putting it in a new folder that can be easily accessed on your desktop.

Export Client or Caregivers List

1. In Rosemark navigate to the proper client or caregiver list (Active, inquiry, etc.) that you want to create the mailing labels for as seen below.
   
2. Export your desired client or caregiver list to a spreadsheet by going to the File menu > Export List to spreadsheet…..  
3. In the “Select Fields to Export” window, it is fine to leave all fields selected since the mailing label template will only take the required name and address fields from the list.  This can be shown in the image below.
4. You are going to want to save your list in the newly created folder that should already contain the mailing label template that you received from us.

Performing the Mail Merge

1. After exporting either your list of clients or caregivers into the folder that contains the mailing template, double click on the mailing template file.
   
2. You will then be prompted by Microsoft Word with the warning below, click yes.
   
   
    
3. The next prompt will ask you to find the data source to use for the Mail Merge.
   
   
   
    
4. Navigate to where you saved your client or caregiver list and select it as the data source by double-clicking on the file.
   
   
    
5. To finish the mail merge process in Microsoft Word, navigate to the “Mailings” tab at the top of Microsoft Word and then click “Finish & Merge” and then “Edit Individual Documents…” like in the image below.
6. The last step is to click "OK" in the "Merge to New Document" prompt.
             

Viola! If done correctly, a new Microsoft Word file containing either your Caregivers or Clients addresses formatted as Mailing Labels should open and you are now ready to print and use your newly created Mailing Labels!

Do not save the template as it may change the formatting and cause it to be unusable.