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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 |
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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, click here for more information see Knowledge Base guide: |
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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 |
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 |
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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, click here for more information, see Knowledge Base guide: |
| Expand |
Example events list |
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From the Setup Mailings/Event screen:
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 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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How to add or edit mailings & events options on AgencyCloud using the Setup Mailings & Events screen |
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