Creating Mailing Labels Using CarePartners Connect™
Step 1: Export the Subscriber List from CarePartners Connect to Microsoft Excel™ 1. 2. 3. 4. 5. Log into CarePartners Connect. From the left menu bar, click Program Reports and then Subscriber List by Name. Select the current report and the report will open. On the navigation bar across the top of the report select Export. A dialog box will appear called File Download. Choose Save this file to Disk and click OK. 6. Another dialog box will appear called Save As. Change the Save in location to your desktop (or any folder where you store documents). Note where you saved the file as you will need to locate it later. In the cell next to File Name enter the name of the file, or keep the original name. Click Save. Note the name of the document as you will need to retrieve it later. 7. A dialog box called Download Complete will appear. Click Close to exit.
Step 2: Set Up Data within Microsoft Excel to merge with Microsoft Word™ 1. Open Microsoft Excel. 2. From the menu bar, click File, Open. 3. A dialog box called Open will appear. In the top left hand corner, change the Look in location to the location where you saved the file you just created. At the bottom of the dialog box, change the Files of Type to All Files. 4. Highlight the file you saved from exporting the Subscriber List. Single click on the file and click Open. 5. In the opened Excel file, click the B above the second column. The entire column will be highlighted. From the menu bar, click Insert, Columns. 6. Click the A above the first column. From the menu bar, click Data then Text to Columns. 7. Choose Delimited, click Next.
Creating Mailing Labels Using CarePartners Connect 8. Uncheck Tab and check Comma, click Next and then Click Finish. 9. Click in the first cell below the A, type Last Name. Click in the first cell below the B, type First Name. 10. Select the column labeled Zip Code by clicking on the letter at the top of the column containing the zip codes. 11. From the menu bar select Format, Cells. 12. Select Special then Zip Code, click OK. 13. Save the file by selecting File and then Save. 14. Save to Desktop or other desired location. You will be asked to replace the existing file, choose Yes. 15. When asked if you want to keep this workbook format, click Yes. 16. Close the file and Excel. You may be asked if you want to save the file. Select No.
Step 3: Creating Mailing Labels in Microsoft Word using Mail Merge 1. Open Word. Select File New. 2. From the menu bar choose Tools then Mail Merge. This will open a dialog box called Mail Merge Helper. 3. In Step 1 of Mail Merge Helper, click Create then Mailing Labels then Active Window. 4. In Step 2 click Get Data and then Open Data Source. This will open a dialog box called Open Data Source. a. Change files of type to All Files. Select the file from your desktop or the location to which you saved the file. Click Open. 5. Click on Set up in Main Document. 6. Choose the format for the mailing labels. This format is listed on the packaging that contains the mailing labels. Click OK. 7. Click Insert Mail Merge Fields. Here you will be creating the layout of the address on the label. Here we are using a standard name on first line, then address on next line followed by city, state and zip code on subsequent lines. a. Select the First Name. Enter a space after First Name. b. Click on Insert Mail Merge Fields again. Select Last Name. Hit Enter on your keyboard to go to the next line. c. Click on Insert Mail Merge Fields again. Select Address 1, enter a space, Select Address 2, enter a space, Select Address3. Press Enter on your keyboard to go to the next line. d. Click on Insert Mail Merge Fields again. Select City, enter a comma and a space. Select State. Hit Enter. e. Select Zip Code.
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Creating Mailing Labels Using CarePartners Connect
8. Click OK. 9. In Step 3 of the Mail Merge Helper Window click Merge. The Merge dialog box will appear. Click the Check Errors button on the right hand side. a. Select “Complete the merge without pausing. Report errors in new document.”. Click OK. b. Click the Merge button. 10. This will create your mailing labels that you print just as you would any other document.
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