Control Panel
This is the control panel. The control panel lays out every page on the site in an easy to view format so that nothing is hard to find. Consider it like the table of contents for the site. Under every header for a page is a short description of what the page is used for.
Note: The pages you will use most are also on the tools menu on the far left of the screen on every page so that you can easily navigate to them without having to take the extra time to search through the control panel. Click here to learn more about the tools menu.
To learn more about the individual pages in the control panel, view the list below and click the page you wish to know more about.
Companies
This is where you manage your companies to be efficient and organized by configuring their settings or editing their information.
Completed Campaigns
This is a quick and easy place to view the details of campaigns that have been completed as well as the emails they sent.
Customer Import
Update or add new customers with efficiency by importing their data from your files.
Customer Statistics
Quick and easy access to view customer and document statistics so that you know where changes are needed, if any! For example: Number of customers with/without email, document email/print count, customer count, and more.
Customers
Easily search for specific customers and have instant access to their activities, documents, and more.
Departments
Configure your department and assign users so that everything is organized the way you want it to be.
Document Types
Increase your organization and efficiency by managing and configuring document types to increase security, choose between email, print, or both, and more.
Email Exceptions
All of your email exceptions are in one place so that you can easily access the exceptions and view their details.
Email History
Quick access to tracking information, documents, customers, or the email itself on already sent emails to save you time and give you insight into how to move forward.
Email Templates
Create, edit, and configure what you want in your emails that are going out to your customers.
Groups
Create new groups and edit and configure how you define existing groups and the group company information.
Images
A quick and easy way to create and configure the images you want to be used in your emails to give your customers the best experience possible.
Jobs
Each job is an efficiently organized series of emails and/or documents that have been sent to a series of customers. You can easily view the details of each job, find information on each document and customer in the job, and more all in one place.
Locations
Create locations and manage location items.
Payments
Explore a history of all of your payments.
Reprints
Easily view all of the documents on your document reprint queue in one place.
Scheduled Campaigns
Want your customers who are receiving printed mail to start receiving emails? Simply check the email box when creating a campaign. Here you can schedule a series of emails to go to a specific group of customers. Name your campaign to make it unique. Choose when to automatically start the campaign. Put it on recurring so it works for you and saves you time.
