In this article we will go over the Pending Mail Report list. This report will show you the Status of the letter - the Type of letter that was mailed - if there was an Error for the letter. You can also choose to Delete - Preview - or Take the customer out of the marketing letters. You can cancel a letter before it is mailed under this report.
1 - Click on the More tab - Reports tab - Data Export tab.
2 - Next click on the Pending Mail Report link.
3 - Next click on the Generate Report tab
4 - Please note that you can Print - Download - view in Excel - or Email this report.
5 - This report will show you: Date the letter was Queued - Date the letter should be Mailed - Customer - Type of Letter - and if there was an Error
6 - Under the Action Column you can Delete the letter so it will not go out.
7 - Under the Action Column you can Preview the letter - It will Download as a PDF - once you click on the download you can view the Letter
8 - Under the Action Column you can take the customer out of the Marketing Letter Program.
You have now learned how to use the Pending Mail Report.