Mailings & events - how to add & edit
- Fiona Hardy
- Sabina Cwiklinski
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 using the Setup Mailings & Events screen
This guide covers:
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
Before making changes to configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that causes an impact on operation may incur a charge to rectify
Accessing Setup Mailings & Events screen
From main menu:
|
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, for more information see Knowledge Base guide: Store contact categories, mailings & employment information and subscribing a contact to a list
Example mailings list |  |
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 |
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, for more information, see Knowledge Base guide: Store contact categories, mailings & employment information and subscribing a contact to a list
Example events list |  |
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 |
Related articles
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