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.

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
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3. 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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4. Overview
Define name formats
on participant records
Generate custom
name tags in Export
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5. Steps to Create Custom Name Tags
Step 1 Step 2 Step 3
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Records and
Fields Selected
A Label
Template
Personalized
Name Tags
An Export Parameter File

6. Selecting Records and Fields
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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.
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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
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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.
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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.
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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.
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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
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13. Creating the Label Template
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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.
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15. Merging Data and Label Template
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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.
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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.
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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
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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
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