Published on October 15, 2014
1. “Hi, My Name is_____.”: Creating Custom Name Tags in The Raiser’s Edge CHELSEA DEROCHÉ
2. Tweet this now #bbcon #LearnLabs #TheRaisersEdge #ChelseaDeRoche #REevents 2 #bbcon
3. Agenda • Introduction to Event Name Tags • Setting up an Export for Custom Name Tags • Creating a Simple Mail Merge • Review and Summary 3 #bbcon
4. Overview Define name formats on participant records Generate custom name tags in Export 4 #bbcon
5. Steps to Create Custom Name Tags Step 1 Step 2 Step 3 5 #bbcon Records and Fields Selected A Label Template Personalized Name Tags An Export Parameter File
6. Selecting Records and Fields 6 #bbcon
7. Steps to Create an Export: 1 On the navigation bar, click Export. 2 On the Export action bar, click New Export. The Create a New Export window displays. 3 Select the Participant export type and Blackbaud Simple Word Merge export format. 4 Click OK. The New Participant Export window displays. 7 #bbcon
8. Practice You want to create custom name tags for your next Supporter Appreciation Dinner. • Select the export type: Participant • Select the export format: Blackbaud Simple Word Merge 8 #bbcon
9. Steps to Select the Records to Include in the Export: 1 On the General tab of the New Participant Export window, click Include, and then click Selected Records. 2 Search for, and then select the appropriate query. Click Open. 3 You can include or exclude participants by participant type, attendance status, and event status. 4 If applicable, select the Create control report checkbox to print or preview the control report. 9 #bbcon
10. Practice Working with your name tags for your Supporter Appreciation Dinner: • Use the Participant Name Tags Not Printed (Event <ask>) query to filter the participants included in the export. • Do not include sponsors. 10 #bbcon
11. Steps to Select the Fields to Include in the Export: 1 In the New Participant Export window, click the Output tab. 2 Under Available Fields to Export, select the field to include in the export, and then click Select. 3 Repeat step 2 for each field you want to include in the export. 11 #bbcon
12. Practice Continuing to work with your name tags for the Supporter Appreciation Dinner, include the following output fields in the export: • Title 1 • Name 12 #bbcon
13. Creating the Label Template 13 #bbcon
14. Steps to Create the Label Template: 1 On the export parameter window, click Edit merge document. 2 On the Mailings tab in Microsoft® Word, click Start Mail Merge, and then click Labels. 3 In the Labels Options window, select the desired labels and click OK. 4 Enter the name tag contents including graphics, and on the Add-ins tab, insert The Raiser’s Edge merge fields. 5 On the Mailings tab, click Update Labels to update the mailing. 6 On the Add-ins tab, click Save and Return to RE7. 14 #bbcon
15. Merging Data and Label Template 15 #bbcon
16. Steps to Merge The Raiser’s Edge Data with the Label Template: 1 On the export parameter file, click Merge Now. 2 In the Document name field, assign a location for the file and enter a name. 3 Click Save. 16 #bbcon
17. Practice For your next Supporter Appreciation Dinner, you want to create custom name tags for each participant. • Select the Label type and use Avery® 8395 Self Adhesive Name Badges. • Include the following output fields in the label template: • Title 1 • Name • Merge The Raiser’s Edge data with the label template to create your custom name tags. 17 #bbcon
18. Summary • Introduction to Event Name Tags • Use Export to create custom merge files for event name tags. • Select the records and fields you want to include in the export and then create a label template. • Setting up an Export for Custom Name Tags • Select the export type and format • Select the records to include or exclude • Select the fields to export • Creating a Simple Mail Merge • Create the label template: • Enter the name tag contents • Complete the merge 18 #bbcon
19. Did this session leave you feeling electrified? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 19 #bbcon
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