Mailing labels

Export or print your client and referrer email and/or address information

Updated over a week ago

Sometimes it may be necessary to quickly print out labels for envelopes for a mass mail out or even export email addresses for an email campaign!


Please follow the below steps to access your Mailing Labels:

 

1. From the Dashboard click on Data > Batch Jobs
2. Under the Mailing > Mailing Labels.
3. Select either Client or Referrer addresses and the Marketing Consent status. You can update Marketing Consent on the individual client file itself.
4. Select whether you would like to Print or Export the list to a CSV file

 

💡 For your Referrers, if you don't require the entire list of addresses, you can use the Select button next to Recipients to select specific referrers.


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