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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 |
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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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Mailings
Info | |
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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 | |
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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:
To add new mailings:
To edit an existing mailing:
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 |
- Click Add
- Enter Name for the mailing category
- 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 | Ignore - setting no longer in use |
Weekly on, Monthly, | 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
Info | |
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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 |
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From the Setup Mailings/Event screen:
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To add new mailings:
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 |
title | To create a new event category |
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- Click Add
- Enter Name for the event category
- Select the Office(s) to associate with this category
- Click Save
The new event category will be available as a Type optionYou may need to log out/
in |
Recurring | Ignore - setting no longer in use |
Weekly on, Monthly, | 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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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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