MagManager Help Files

FAQ

• How to Cancel an Invoice
• Adding A Logo To Your Document Templates
• Adding An Invoice Background Template
• Can't Find A Client / Inactive Client
• Invalid Zoom Level
• Refresh the cache on your computer
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Onboarding Advanced Email Series

• ★ Advanced Onboarding Series Day 2 - Artwork Statuses, Managing Artwork & Content
• ★ Advanced Onboarding Series Day 1 - Document Templates
• Advanced Onboarding Series Day 13 - MailChimp
• Advanced Onboarding Series Day 12 - SMS Text Messages
• Advanced Onboarding Series Day 11 - Online Website Directory
• Advanced Onboarding Series Day 10 - Actions
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Onboarding Series

• ★ Onboarding Series Day 6 - Sales Pipelines
• ★ Onboarding Series Day 5 - Mailshots and Emails
• ★ Onboarding Series Day 4 - The Flatplan
• ★ Onboarding Series Day 3 - Accounts and Invoicing
• ★ Onboarding Series Day 2 - Advert Sizes, Bookings, Pages & Sections
• ★ Onboarding Series Day 1 - Introductory Videos
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Getting Started

• ★ MagManager FAQs
• ★ Introductory Tutorial Videos
• ★ Creating your First Booking
• MagManager Expert Session 25 Nov 2021 - Managing Your Magazine Production
• Multi Currency
• How to add artwork to a booking
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Xero Support

• Getting Started - Linking MagManager to Sage
• FAQs
• Using Account Codes
• Permissions in Xero to work with MM
• Getting Started: Linking MagManager to Xero
• Invoicing MagManager Linked to Xero or Sage

Artwork and the Client Portal

• ★ Sharing artwork with your team
• ★ The customer portal- introduction
• ★ Using the client portal for clients to supply and check artwork
• ★ Managing Artwork
• ★ Artwork Statuses
• Artwork - The Order It Appears On Client Booking
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Clients

• ★ Using the Clients screen
• ★ Setting up a New Client
• How to Add a New Lists to a Sales Pipeline
• Transferring Data from One MagManager Account to Another
• How To Set Default Tel Links on a PC & MAC
• How to Uninstall and Reinstall DYMO Software on a Windows Computer
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Bookings

• ★ Creating a New Booking
• ★ Renewals
• ★ Creating Editorial Content Bookings
• ★ Bookings for Miscellaneous Items
• How to View Sales Figures for Individual Sales People
• Booking more than one advert for a client in the same issue
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Flat Plan

• ★ Accessing the flat plan
• ★ Placing a Booking on the Flat Plan
• ★ The Flat Plan Overview Screen
• Shared Sections
• Creating bookings on the flat plan
• Flat plan notes, sections and region markers
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Dashboard and Actions

• ★ MagManager navigation
• ★ The MagManager Dashboard
• ★ Actions
• Managing Notifications
• Contact Reasons and Outcomes for Actions

Invoicing

• ★ Multiple Invoice Templates
• ★ Creating Invoices
• ★ How to Link to Your Accounts Package
• Cancel a payment
• Regenerate An Invoice
• How To Delete Bookings
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Publications

• ★ Default advert sizes, prices and rate card
• ★ Publication Settings
• Group Publications & Bookings
• National Advertising Account Settings
• Change the name of an issue
• Deleting issues from your publication
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Digital Magazine

• ★ Creating a Digital Edition of Your Publication
• Adding Digital FlipBook Link to Invoices
• Creating a Digital Flipbook for Slave Publications that use Shared Sections
• Website Directory of Advertisers
• Digital Edition - Creating Links To Client Website & Social Media

Auto-Publish

• ★ Setting Up Auto-Publish
• How To Remove Crop Marks From AutoPublish PDF
• AutoPublish Direct To Stephens & George
• AutoPublish Index Examples
• Advert Sizes Available In MagManager
• Indesign & PDF Settings For AutoPublish Adverts
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MagManager Content

• MagManager Content

Settings

• Using a VOIP Phone System with MagManager - RingCentral
• Subscribers
• Connecting MagManager to Dropbox
• Managing Users
• Renaming adverts using internationalise
• Changing your login details
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Reports

• ★ Using Reports
• CSV Report Issues
• A4 3 x 7 Label Sheet Printing Problem
• Setting up MailChimp in MagManager
• Financial Reports
• Bookings reports
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Mailing from MagManager

• ★ Mailshots in MagManager
• ★ Document Templates
• ★ Emailing an individual client
• Email Reply Is Not In My Inbox
• Multiple Booking Confirmation & Provisional Booking Email Templates
• SMTP Set up requirements
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