Label Page Formats

The “Label Page Formats” in the ‘Settings’ area of Retention CRM lets Association, Chamber of Commerce and Nonprofit define how mailing labels appear when printing contact information. You can create multiple label formats with different layouts and then choose which fields (like name and address) to include on the labels from the “Address Settings” section.

A label format in Retention CRM is like a blueprint for how those labels will look on the paper. It tells Retention CRM:

• How big the paper is (like A4 or Letter)
• How many labels fit on the paper (across and down)
• How big each label is
• Where the edges of the label are
• What font and size to use for the text

Why is it useful?

Instead of guessing how to arrange your labels every time you need to print them, you can save your preferred layout as a label format. This way, whenever you want to print labels with the same style, you can just choose that format and Retention CRM will automatically create the labels for you.

General Functionality of “Label Page Formats”

Here’s a breakdown of the fields you mentioned:

• Name: Identifies the label format (e.g., “Avery 5160”).
• Description: Briefly explains the format’s purpose (e.g., “For standard Avery 5160 labels”).
• Default: Selects a preferred label format for new mailings.
• Sheet Size: Defines the overall paper size (e.g., “A4” or “Letter”).
• Font Name, Size, Style: Controls the appearance of text on the labels (e.g., “Arial”, size 10, bold).
• Unit of Measure: Specifies units for dimensions (e.g., inches or millimeters).
• Orientation: Sets printing direction (portrait or landscape).
• Labels Per Row/Column: Defines the number of labels per row and column on a sheet.
• Margins/Spacing/Padding: Controls the space between labels and edges of the sheet and padding within each label.
• Order: Determines how label formats appear in drop-down menus (lower numbers appear first).

How to Use “Label Page Formats” in Association Management

Nursing Association Use Case:

A nursing association can leverage “Label Page Formats” to create mailing labels for various purposes:

• Membership renewal reminders: Design a label format including member name, address, and membership ID for efficient renewal campaigns.
• Event invitations: Create labels with attendee names and addresses for targeted event invitations.
• Chapter updates: Develop a label format with member names and preferred contact information for distributing chapter newsletters.

By customizing label formats and including relevant fields, the nursing association can streamline communication and ensure information reaches the right members.