Phone Lists, Mailing Labels & Mail Merges | Better Impact Help Center

Phone Lists, Mailing Labels & Mail Merges

Note for Enterprise Administrators - When conducting a search to determine who is included in your results apply Organization Filters:

Select the desired organizations to include in the search. If you have created Regions, your organizations will be displayed within their respective region.

Create a Phone List

1. Go to Communicate, then click on “Create Phone List” found in the sidebar under Lists

2. Search for the desired profiles

3. Select the desired File Format (PDF, DOCX, DOC)

4. Select the desired Paper Size

5. Select the Sort order from the dropdown list

6. Optional: Enter a Title name for the file (or use default; phone list)

7. Click the [Download Phone List] button

8. Save the downloaded file to your computer, or open it and print it

Go to Communicate, then click on “Create Phone List” found in the sidebar under Lists

Search for the desired profiles

Select the desired File Format (PDF, DOCX, DOC)

Select the desired Paper Size

Select the Sort order from the dropdown list

Optional: Enter a Title name for the file (or use default; phone list)

Click the [Download Phone List] button

Save the downloaded file to your computer, or open it and print it

Tip: If you want additional information to appear in your report, you can go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports. You will be able to select the specific information you need to appear on the report.

Create Mailing Labels

1. Go to Communicate, then click on “Create Mailing Labels” found in the sidebar under Lists

2. Search for the desired profiles

3. Select the Label Type desired (the choices listed are the only pre-set label formats available)

4. Include Country: Check If your mailing list includes volunteers from other countries

5. Optional: Check “Include Salutation” to include the value for the person’s Title field (Contact Information) in the label

6. Optional: Check “Include Suffix” to include the value for the person’s Suffix field (Contact Information) in the label

7. Select the Sort order from the dropdown list

8. Select the desired file format:

   • PDF: The contents of the file you produce cannot be edited

   • DOCX, DOC: The contents of the file you produce can be edited in Microsoft Word (e.g. change font, colour, formatting, etc.)

9. Click the [Download Labels] button

10. Save the downloaded file to your computer, or open it and print it

Go to Communicate, then click on “Create Mailing Labels” found in the sidebar under Lists

Search for the desired profiles

Select the Label Type desired (the choices listed are the only pre-set label formats available)

Include Country: Check If your mailing list includes volunteers from other countries

Optional: Check “Include Salutation” to include the value for the person’s Title field (Contact Information) in the label

Optional: Check “Include Suffix” to include the value for the person’s Suffix field (Contact Information) in the label

Select the Sort order from the dropdown list

Select the desired file format:

PDF: The contents of the file you produce cannot be edited

DOCX, DOC: The contents of the file you produce can be edited in Microsoft Word (e.g. change font, colour, formatting, etc.)

Click the [Download Labels] button

Save the downloaded file to your computer, or open it and print it

Note: Be sure to print the resulting output at its “actual size”. Do not use the “fit to page” or other scaling options when printing. Please note that this option may be called something different, depending on the browser or printing program being used.

Create Export for Mail Merge

1. Go to Communicate, then click on “Export for Mail Merge” found in the sidebar under Lists

2. Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles

   • Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search

3. Select the “Columns to Include” from the following categories:

   • Basic Columns

   • Custom Fields

   • Qualifications

   • General Interests

   • Committees

   • General Availability

4. Optional: Check the box to include all Hours Logged

   1. Optional: filter for a specific date range and/or Activity Category

5. Select desired options for Other Settings:

   • Include background checks (Enterprise edition only)

   • Include last login date

   • Select the desired File Format (XLSX, XLS, CSV, TXT)

6. Optional: Click [Save This Report], to name and save your report for future use

   • Name the search (200 characters maximum)

   • Optional: Enter a Description

   • Click the [Save] button

7. Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file

Go to Communicate, then click on “Export for Mail Merge” found in the sidebar under Lists

Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles

Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search

Select the “Columns to Include” from the following categories:

Basic Columns

Custom Fields

Qualifications

General Interests

Committees

General Availability

Optional: Check the box to include all Hours Logged

Optional: filter for a specific date range and/or Activity Category

Select desired options for Other Settings:

Include background checks (Enterprise edition only)

Include last login date

Select the desired File Format (XLSX, XLS, CSV, TXT)

Optional: Click [Save This Report], to name and save your report for future use

Name the search (200 characters maximum)

Optional: Enter a Description

Click the [Save] button

Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file