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 3 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

Tick if the option is 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

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

Tick if the option is 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

????????


  • No labels