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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:

  • Click user name/office top left of main menu

  • Select Configuration and click Setup Mailings/Events

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  • Image Added

  • The Setup Mailings & Events screen will be displayed

Mailings

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 - see this guide for more information

Expand
title

, 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

Expand
titleTo create a new mailing category

- Click Add

- Enter Name for the mailing category

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- Select the Office(s) to associate with this category

- Click Save

The new mailing category will be available as a Type option
You may need to log out/in to update the menu

Recurring

Tick if the option is recurring???????????

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

Events

title
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 - see this guide for more information

Expand

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

Example events list

...

Image Added

From the Setup Mailings/Event screen:

  • Ensure Events option is selected (top left)

Image Removed

Recurring

Tick if the option is recurring???????????

  • 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

Expand
titleTo create a new event category

- Click Add

- Enter Name for the event category

Image Removed

- Select the Office(s) to associate with this category

- Click Save

The new event category will be available as a Type option
You may need to log out/in to update the menu

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

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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How to add or edit mailings & events options on AgencyCloud using the Setup Mailings & Events screen

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