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This guide has been reviewed against our global client base and classed as relevant to all regions

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

This guide covers:

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

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

Accessing Setup Mailings & Events screen

From main menu:

  • Click user name/office

  • Select Configuration and click Setup Mailings/Events

  • The Setup Mailings/Events screen will be displayed

Mailings

??

 Example mailings list

Add example

From the Setup Mailings/Event screen:

  • Ensure Mailings option is selected (top left)

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

Name

Enter the name of the mailing

Type

Recurring

Weekly on, Monthly,
Annually, Other

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

Default letter

Office

If the mailing is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories

Events

?

 Example events list

From the Setup Mailings/Event screen:

  • Ensure Events option is selected (top left)

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

Name

Enter the name of the event

Type

Recurring

Weekly on, Monthly,
Annually, Other

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

Default letter

Office

If the event is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories


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