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Home > Reports > Membership Reports > Create Membership Card via Membership Report Mail Merge (link)
Create Membership Card via Membership Report Mail Merge (link)
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The Mail Merge feature allows you to take the results from your Member Report and perform a mail merge via MS Word. Several templates are setup by default, including a Member Card template.

 

  1. Define the desired filters for your Member Report. NOTE: The report Display Options must include the field you wish to include in your MailMerge.
  2. Click the down arrow on the and choose Mailing Labels.
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  3. Select the desired template from the list. NOTE: Only templates designed as Member type will be available for selection. If needed, click the   to upload a new template. See Setting Up Document Templates for further information on configuring and uploading templates. A default called MemberCard.docx is provided.
  4. Select the desired output format: PDF or Word Document.
  5. Click Done.

 

The file will download, and you can make any necessary changes prior to printing out your badges.

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