The traditional holiday card is a nice way to say you are thinking of your clients this time of year. With Act!, you can cut down on the prep time and tedious busy work necessary to put holiday cards together. We recommend selecting cards and filling them out by hand for a personal touch. However if you need to save time and energy, there are several great vendors available who will fill them out for you. We recommend using Act! to print out labels or to print addresses directly onto the envelopes. This is a seriously simple process.
First you will want to decide who will be getting cards and how you will organize them. We recommend either creating a group to which you then add all card recipients or selecting recipients by a commonality--all clients, all networking contacts, etc. Once you have the card recipients organized, create a lookup of those contacts. If you have your contacts marked off by ID Status already, you can simply create a lookup based on the relevant ID Status.
2) File>Print>Labels or Envelopes
From your lookup, go to the File dropdown and select Print. From the Print window, you can select either Label or Envelope (label if you will be printing address labels, envelope if you will be printing addresses directly onto your envelopes).
3) Select your stationery
Stationery companies like Avery make it easy to print directly from your computer. Act! has the dimensions of the most popular labels already saved as defaults. Simply select the product number that matches the labels or envelope size you have purchased, and Act! will print your labels so that they fit properly on the labels or envelopes you've selected. We can also help you create templates for envelopes or labels whose templates are not included in Act! if need be.
4) Preview and print
Once you’ve chosen your template, you can then preview your labels, save the document and print later, or print right away. It's that easy.
Do you need help using Act! to create holiday card or gift recipient lists, to create mailing labels or to print envelopes for holiday cards? Please Contact Us today. We’re happy to help!