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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

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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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Image Added

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

If the mailing occurs regularly, tick this option
This is for information only

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

Allows a particular template to be associated to a mailing - when selected, the template will be used when the event is selected

If a default letter is not associated, then the option to manually select one is offered

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

Assigning a category to a mailing will ensure that relevant categories are shown to relevant contacts
e.g. a mailing about property development could be assigned to a ‘property investor’ category, meaning that contacts with that category assigned to them will have the property development mailings available to them

Ignore - setting no longer in use

Events

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
title

, 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

If the event occurs regularly, tick this option
This is for information only

  • 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

Allows a particular template to be associated to an event - when selected, the template will be used when the event is selected

If a default letter is not associated, then the option to manually select one is offered

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

Assigning a category to an event will ensure that relevant categories are shown to relevant contacts
e.g. an event about property development could be assigned to a ‘property investor’ category, meaning that contacts with that category assigned to them will have the property development events available to them

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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