Guides › 🎯 Prospect

Mailing Labels & Mail Merge with Word

Old-school direct mail still opens doors. Pull a filtered list from KRM and merge it into labels or letters in Microsoft Word.

⏱ About 9 min 📦 Module: KRM

Build your audience first: use Filters to create the exact list of Contacts you want to mail.
Run the Mailing Labels Report from your filtered list to generate the merge data.
Export the data and open Microsoft Word's Mail Merge (Mailings tab).
Connect Word to your exported KRM data as the recipient list.
Design your labels or letter, insert merge fields (name, company, address), and preview a few records.
Run the merge, print, and log the campaign as an Activity against the audience in KRM.

💡 Mentor tip

Track mail campaigns in KRM by logging a History entry against every recipient — next time they call, you'll know exactly what they received.

Mark this guide complete