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Did you know that you can create custom name tags for your events? Join us for this session to learn how simple it is to create custom name tags in The Raiser’s Edge. Learn how to add record fields, graphics, and color to customize your name tags for any event.
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“Hi, My Name is_____.”: Creating Custom Name Tags in The Raiser’s Edge CHELSEA DEROCHÉ
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Agenda
• Introduction to Event Name Tags • Setting up an Export for Custom Name Tags• Creating a Simple Mail Merge• Review and Summary
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Overview
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Define name formatson participant records
Generate custom name tags in Export
Steps to Create Custom Name Tags
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Records and Fields Selected
A Label Template
Personalized Name Tags
An Export Parameter File
Step 1 Step 2 Step 3
Selecting Records and Fields
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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 Exportwindow displays.
3 Select the Participant export type and Blackbaud Simple WordMerge export format.
4 Click OK. The New Participant Export window displays.
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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
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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, attendancestatus, and event status.
4 If applicable, select the Create control report checkbox to print orpreview the control report.
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PracticeWorking 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.
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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 theexport, and then click Select.
3 Repeat step 2 for each field you want to include in the export.
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PracticeContinuing to work with your name tags for the Supporter Appreciation Dinner, include the following output fields in the export:• Title 1• Name
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Creating the Label Template
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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.
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Merging Data and Label Template
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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.
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PracticeFor 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.
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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
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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.
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