Mailing Management

When creating or editing a mailing, the Summary tab provides a variety of mailing management functions, including changing the mailing method, adding notes, and adding tasks.

• Changing the mailing method—Once you create a mailing, you can change its mailing method type. The mailing methods available are Broadcast and Transactional. Broadcast mailings with recurrence activated are shown as Recurring Broadcast.
• Adding notes—You may want to add notes to a mailing that are not sent to audience members. You can use notes to provide additional information about the mailing that can be viewed by staff members as they are working with the mailing.
• Adding tasks—You can assign new or existing tasks to mailings and edit, delete, and forward tasks to other staff members. You can also view each task associated with the mailing.

Other common functions available from the Summary tab include the ability to add file attachments or view the audit log to see when the mailings were created and edited and when mailing delivery statuses were changed.