Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

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

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

 Example mailings list

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

Select the category the mailing needs to go in

 To create a new mailing category

- 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,
Annually, Other

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

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

 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

Select the category the event needs to go in

 To create a new event category

- 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 option
You may need to log out/in to update the menu

Recurring

Ignore - setting no longer in use

Weekly on, Monthly,
Annually, Other

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


  • No labels