The Publishing Messages settings allow you to do the following:
Compose a legal disclaimer and select the kinds of outgoing marketing messages that should include it (presentations, flyers, and mass emails).
Edit the publishing message (i.e. the message that states "I've created a report for you! Click the following link to read it.") included in emails for presentations, flyers, and service reports.
Define the marketing signature that will be used on your letters, envelopes, postcards and labels.
Available in this topic:
FEATURE |
ROUTE |
Settings |
From the Marketing Settings tab, select the Publishing Messages tab. |
FEATURE |
PROCEDURES |
Marketing |
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Inbox |
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Settings |
FIELDSET |
FIELDS |
COMMENTS |
Disclaimer |
Disclaimer Text |
The text of your legal disclaimer. |
Show Disclaimer on Flyers |
If Yes, the Disclaimer Text will appear on flyers beneath the footer. |
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Show Disclaimer on Mass Emails |
If Yes, the Disclaimer Text will appear on messages sent from the Mass Email feature below the footer and above the Unsubscribe message.
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Show Disclaimer on Presentations |
If Yes, the Disclaimer Text will appear in the footer of every page of the presentation. |
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Message Body Text |
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Options available: Flyers, Presentations, Service Reports. The text of each available option is what will immediately precede |
Marketing Signature |
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The marketing signature that will be used on letters, envelopes, postcards and labels. |