Printing a Single Label/Envelope

Manual for Printing a Single Label/Envelope for a Member

Navigation / Location:

Local Overview screen > Labels, Envelopes, Mail Merge, and Export

Access / Permissions:

Logged in as a Local Read/Write or Read/Only User 

User Guide (Scribes, Videos):

Field Descriptions:

Recipient Types

• Recipient Types vary based on your organization. 
• To be included in a Recipient Type, individuals must have an "Active" status (excluding "Single Member") and a Valid Email
• Recipient Types/Statuses are based on having qualifying Timeline events on a member record.  
• To update a Type and Status, a local Secretary or the Parent Group must add timeline events to a member record.

Example Recipient Types and characteristics:

1. Single Member: Search for any individual in your local by name or member number (any Recipient Type, all Active or Inactive Statuses)
   1. Search: type 3 or more characters of the name; search by member number; Search Results will display the following format: Member Name (Member Number) - Local Name (Member Status)
2. Master Mason/Full Members: Selects all active full members in your local.
3. Master Mason Petitioner/Raised Master Mason:  Petition Read & Petition Cleared Members in your Local ( Jurisdiction Dependent) - not yet full active members. May still require Elected Event or Signed Bylaws Event.
4. Fellowcraft: Selects all members with the status of Active Fellowcraft in your local.
5. Entered Apprentice:  Selects all  members with the status of Active Entered Apprentice in your local.
6. Candidate: Selects all members with the status of Active Candidate in your local.
7. Widow: Selects all Active Widows in your local.
8. Honorary: Selects all Active Honorary Type members in your local.
9. Contact: Selects all Active Contact Dues Categories in your local. 

Filters:

1. Skip Emailable Members:  Includes only those who have an invalid email address, no email address, and those members who have disabled email in Connect Mailing Preferences to save on postal expenses.
2. Exclude Members with No Solicitations: References Member's Communication Preference: "No Solicitations" - only emails members with "No Solicitations" = "No"
3. Only Members with No Solicitations: References Member's Communication Preference: "No Solicitations" - only emails members with "No Solicitations" = "Yes"
4. Transactional Communication: Only use for communications that are of a legal or transactional nature, such as receipts, or notifications of membership status. This will produce output for all members regardless of their preferences. Abusing this is a violation of the service agreement.
5. Show Key Line: Show basic member info on first line for easy identification of returned mail.

Output Settings:

1. Sort
   1. Last Name
   2. Postal Code
2. Format
   1. Envelope Number 10
   2. Avery 5060 (3x10)
   3. Avery 5061 (2x10)
   4. Mail Merge List
   5. Excel Export

Notes:

• Similar behavior to Email One Member.