Configuring Mailing Action Codes

You can assign Mailing Action Codes to profiles and then use them to identify the profiles you want to include in custom reports or exports.

Adding a Mailing Action

1. Select the Administration menu, select Client Relations, select Profile Management, and then select Mailing Action Codes.

2. Click New and complete the following fields:

   1. Code. Enter a code for the mailing action (for example, NY, XMAS, GIFT, EASTER, and so on).

   2. Description. Enter a description for the mailing action code.

   3. Manage Translations. (Appears when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Mailing Action

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Edit.

4. Update the configuration and click Save.

Deleting a Mailing Action

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Delete.