December has arrived, which means you’re likely preparing to send your clients holiday cards. This can be a considerable task, but it’s necessary. Did you know that Clio can help get your holiday card card address labels done faster? It’s true.
Magic Isn’t Just For Santa
Sometimes, saving time feels like magic. Say goodbye to pulling mailing addresses one by one, by exporting your contacts to create mailing list labels in Clio. Imagine the time you’ll save from exporting your contacts digitally, rather than writing address labels, one client at a time. Free up your billable hours, and get one more task crossed over your holiday to-do list. It’s easy:
1) First, export a list of your contacts. Go to ‘Contacts’ and click ‘Export to CSV’ on your list of contacts. Alternatively, you can do a filter to narrow in on a specific set of contact prior to exporting them to CSV.
2) Next, click the ‘Export’ button, you are given a few options. Exporting to CSV recommended.
Your CSV report will look something like this, that you can modify as needed to re-import.
3) Use a “Holiday Card” custom field with a “Picklist” type with Yes/No options that you can use to filter the contact list further.
4) Filter by the Holiday Card custom field to results with “Yes”, and export to CSV.
5) Next, clean up the exported CSV to contain just the columns you need. We recommend either deleting the columns you don’t need, or copy & pasting the ones you do into a new spreadsheet as we did below.
Choose which of the address types you want to bring over, “Billing”, “Home”, “Work”, or “Other”. We selected “Home” for the address type in this example.
Most likely, you will need these types of columns: First and Last name, Street, City, Town, State, and Zip or Post Code. Please note that we renamed them for clarity in the new document.
6) Once your spreadsheet has been modified, save it, and close the spreadsheet. Open a new Microsoft Office Word document and go to the “Mailing” tab. From there, select Start Mail Merge > Labels.
This will open a dialogue box you can use to select your preferred brand, and type of label.
7) Select your CSV file, and you’ll see something like this:
8) Now, edit the top left section where it appears as if a <<Next Record>> is missing. This is our template that we modify, and apply to all of the other records. We can select from Insert Merge Fields the fields we want to add an in the order we like.
This becomes the example you see below. Click “Update Labels” and it will apply that template to all of the items.
9) The completed mail merge should look something like this, depending on your customizations:
10) Once the document appears to your liking, insert properly sized label paper into your printer, and select “Finish & Merge”.