1. User Guide
  2. Administration
  3. Client Relations Administration
  4. Profile Management
  5. Configuring Mailing Action Codes

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 (for example, NY, XMAS, GIFT, EASTER, and so on).

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

      1. 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.

    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 to save and exit 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. In the search results, select the code and click the vertical ellipsis then click 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. In the search results, select the code and click the vertical ellipsis then click Delete.

  4. Click Delete to confirm.

Parent topic: Profile Management