Configuring Mailing Action Codes

You can select mailing action codes in profiles and use this selection to identify the profiles you want to include in custom reports or exports.

Adding Mailing Action Codes

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

  2. Click New and enter the following details:
    1. Code: Enter a code for the mailing action.

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

      1. Manage Translations: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active.). 

    3. 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 or click Save and Continue to add another.

Editing Mailing Action Codes

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

  2. Enter search criteria and click Search.

  3. Select the mailing action code in the search result, then click the vertical ellipsis Actions menu then select Edit.

  4. Update the configuration..

  5. Click Save.

Deleting Mailing Action Codes

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

  2. Enter search criteria and click Search.

  3. Select the mailing action code in the search result, then click the vertical ellipsis Actions menu then select Delete.

  4. Click Delete to confirm.