Help Center - Manage Mailing Inserts

Manage Mailing Inserts

This section allows admins to configure and update the Mailing Inserts files in the customer's portal.

Admin users can view, add, update, and delete mailing inserts files, which are displayed on the customer's portal under Billing & Payment --> Mailing Inserts table.

Step 1: After admins log in using their own username and password, they navigate to the following:

Step 2 : Mailing Inserts page is displayed to the admin user, with the following information:

Add New Mail Insert button:

Admins can add a new mailing insert file to make it visible to Customers , by clicking on Add New Mail Insert button:

A pop is displayed once the user click on the above button, that contains the following fields:

File Upload (Required field)
Description (Required field)
Publish Start
Publish end date
Save & Cancel buttons

After admin users click Save button, the file will be added in the Mailing Inserts table and will be reflected in the Customer's portal

new added mailing insert is displayed to the Customer's portal as seen below:

Step 3: Admins can perform the following actions to a certain Mailing Insert table record:

Edit icon:
- Admins click Edit icon under Action column to update the mailing insert information for a certain record
- A popup is displayed, admins update the following fields as needed:
  - Current File (read only field)
  - New File
  - Description
  - Publish start date
  - Publish end date
- Admins click "Save Changes"