Importing Existing Postcard Presets


Postcards previously defined for ad hoc mailings can be imported. 

To import existing presets:

  1. Select Customer > Postcards > Schedule.  Once you clear security, the Scheduled Postcard Jobs window will appear.  The first time you see it, it will be empty.
  2. Click Add to specify a postcard job.  The Schedule Automatic Postcards window will appear.


    The Schedule Automatic Postcards window strongly resembles the Order Now functionality, with the addition of a new field to specify an identifying note or comment, and a checkbox by which you can enable or disable the automatic nature of the job.  This option can be disabled if a job is not to be run for a period of time.
     
  3. Select Presets and from the context menu, select Load Settings.
  4. From the Load Settings window, select the Show Similar checkbox.
  5. Select the preset that you want to import and click OK.
  6. Enter the name for the mailing.

 

Updated on Mon, 03 Apr 2023 by Angela Chiaravalle

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