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Accessing Setup Mailings & Events screen

From main menu:

Info
Contacts can be subscribed to mailings, either individually or in bulk - once subscribed, letters/e-mails can be created or the list can be exported to Microsoft Excel, click here for more information: Storing contact categories, mailings & employment information and subscribing a contact to a list

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title	Example mailings list

From the Setup Mailings/Event screen: Ensure Mailings option is selected (top left) Image Modified To add new mailings: Click the Add button This action clears the right side of the screen, ready to add a new mailing To edit an existing mailing: Select the mailing on the left Make changes on the right Click Save The following settings are available:
Code	Enter a unique code for this mailing, see examples above
Name	Enter the name of the mailing
Type	Select the category the mailing needs to go in
Recurring	Ignore - setting no longer in use
Weekly on, Monthly, Annually, Other	Ignore - setting no longer in use
Default letter	Ignore - setting no longer in use
Office	If the mailing is exclusive to one/more offices, select office name(s) here - if not, leave blank
Categories	Ignore - setting no longer in use

Info
Contacts can be subscribed to events, either individually or in bulk - once subscribed, letters/e-mails can be created or the list can be exported to Microsoft Excel, click here for more information: Storing contact categories, mailings & employment information and subscribing a contact to a list

Expand

title	Example events list

From the Setup Mailings/Event screen: Ensure Events option is selected (top left) Image Modified To add new mailings: Click the Add button This action clears the right side of the screen, ready to add a new mailing To edit an existing mailing: Select the mailing on the left Make changes on the right Click Save The following settings are available:
Code	Enter a unique code for this event, see examples above
Name	Enter the name of the event
Type	Select the category the event needs to go in
Recurring	Ignore - setting no longer in use
Weekly on, Monthly, Annually, Other	Ignore - setting no longer in use
Default letter	Ignore - setting no longer in use
Office	If the event is exclusive to one/more offices, select office name(s) here - if not, leave blank
Categories	Ignore - setting no longer in use

Note
If you have any issues using the self-service configuration screens, contact Reapit Support