Performing a Label Mailout
Printing mailing labels from Top Producer is a quick and easy way to market yourself to all the contacts within your database. Labels are an invaluable tool for sending out Calendars, holiday cards, and other forms of mass mailing that will keep your name and services front and center in your clients' minds. Follow the steps below to print labels for a group of contacts.
Note: There is more than one way to print labels in Top Producer. The below method describes using a Label Activity. Alternatively, you can use the Mailout Wizard. For complete steps, read The Perform Mailout Wizard article, and select the Mailout Type of Label.
- Hover over the Contacts icon in the Main Menu, and click Search for Contacts.
- Perform a search using the criteria necessary to generate the list of contacts you wish to include in the Label mailout.
Tip: For more information about performing searches, please see Searching for Contacts.
- In the Search Results list, select the contacts you wish to include, or select them all by placing a check in the box at the top. At the bottom, click Schedule Activity.
- At the top of the Add Activity page, click the Type drop-down list and select Label.
- In the Activity Details section, enter a Description of the activity. If you wish to schedule this activity for a later date, enter the date in the field. Otherwise, leave it as today's date.
- The Contacts section will include the contacts you selected from the Search Results. If you would like to include additional contacts, locate them in the list on the right and drag them into the Contacts section on the left, or click Search & Attach Multiple Contacts to perform an additional search.
- In the Label Template section, select the label template you wish to use by choosing the Category and the Template. You can also choose to sort the labels in a specific order.
- Once the above is completed, if you wish to schedule this activity for later, click Add Activity. If you would like to print the labels now, click Print Preview at the bottom of the page.
- In the Print Labels popup, choose the starting position, which allows you to re-use a label sheet that already has some labels missing. The default is to start printing at the first label on the sheet. If you wish to print more than one label per contact, select the desired number from the Copies Per Contact list. Click Print Preview.
- The labels will be displayed in a new window or tab. Use the Adobe PDF Toolbar to print the labels.
Important: When printing labels, it is extremely important that your print settings are correct. Otherwise, your printed labels will not align correctly on the label sheet. For information about Adobe Print Settings, click here.
