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This article provides advice on how to add or edit mailings & events options on AgencyCloud using the Setup Mailings & Events screen

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From version 12.145+, a key contact can request access to the Setup Mailings & Events screen by contacting Reapit Support, click here to request this

Note
Before making changes to AgencyCloud configuration, the relevant guidance provided on in this page section should be read thoroughly - any changes made to configuration that causes an impact the on operation of AgencyCloud may incur a charge to rectify

Accessing Setup Mailings & Events screen

From main menu:

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title	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, for more information see Knowledge Base guide: Storing contact categories, mailings & employment information and subscribing a contact to a list

Example mailings list

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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. (This can not be changed once saved)
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

If this mailing is recurring (see above), select its frequency

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
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Expand
title	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, for more information, see Knowledge Base guide: Storing contact categories, mailings & employment information and subscribing a contact to a list

Example events list

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From the Setup Mailings/Event screen:

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Image Added 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. (This can not be changed once saved)
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

If this event is recurring (see above), select its frequency

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