“Hi, My Name is_____.”: Creating Custom Name Tags in The Raiser’s Edge CHELSEA DEROCHÉ

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Agenda

• Introduction to Event Name Tags • Setting up an Export for Custom Name Tags• Creating a Simple Mail Merge• Review and Summary

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Overview

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Define name formatson participant records

Generate custom name tags in Export

Steps to Create Custom Name Tags

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Records and Fields Selected

A Label Template

Personalized Name Tags

An Export Parameter File

Step 1 Step 2 Step 3

Selecting Records and Fields

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Steps to Create an Export:

1 On the navigation bar, click Export.

2 On the Export action bar, click New Export. The Create a New Exportwindow displays.

3 Select the Participant export type and Blackbaud Simple WordMerge export format.

4 Click OK. The New Participant Export window displays.

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Practice

You want to create custom name tags for your next Supporter Appreciation Dinner.• Select the export type: Participant• Select the export format: Blackbaud Simple Word Merge

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Steps to Select the Records to Include in the Export:

1 On the General tab of the New Participant Export window, click Include,and then click Selected Records.

2 Search for, and then select the appropriate query. Click Open.

3 You can include or exclude participants by participant type, attendancestatus, and event status.

4 If applicable, select the Create control report checkbox to print orpreview the control report.

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PracticeWorking with your name tags for your Supporter Appreciation Dinner:• Use the Participant Name Tags Not Printed (Event <ask>)

query to filter the participants included in the export.• Do not include sponsors.

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Steps to Select the Fields to Include in the Export:

1 In the New Participant Export window, click the Output tab.

2 Under Available Fields to Export, select the field to include in theexport, and then click Select.

3 Repeat step 2 for each field you want to include in the export.

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PracticeContinuing to work with your name tags for the Supporter Appreciation Dinner, include the following output fields in the export:• Title 1• Name

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Creating the Label Template

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Steps to Create the Label Template:

1 On the export parameter window, click Edit merge document.

2 On the Mailings tab in Microsoft® Word, click Start Mail Merge, and then click Labels.

3 In the Labels Options window, select the desired labels and click OK.

4 Enter the name tag contents including graphics, and on the Add-ins tab, insert The Raiser’s Edge merge fields.

5 On the Mailings tab, click Update Labels to update the mailing.

6 On the Add-ins tab, click Save and Return to RE7.

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Merging Data and Label Template

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Steps to Merge The Raiser’s Edge Data with the Label Template:

1 On the export parameter file, click Merge Now.

2 In the Document name field, assign a location for the file and enter a name.

3 Click Save.

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PracticeFor your next Supporter Appreciation Dinner, you want to create custom name tags for each participant.• Select the Label type and use Avery® 8395 Self Adhesive Name

Badges.• Include the following output fields in the label template:

• Title 1• Name

• Merge The Raiser’s Edge data with the label template to create your custom name tags.

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Summary• Introduction to Event Name Tags

• Use Export to create custom merge files for event name tags.• Select the records and fields you want to include in the export and then

create a label template.• Setting up an Export for Custom Name Tags

• Select the export type and format• Select the records to include or exclude• Select the fields to export

• Creating a Simple Mail Merge• Create the label template:

• Enter the name tag contents• Complete the merge

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