MagManager Help Files
Getting Started
- ★ MagManager FAQs
- ★ Introductory Tutorial Videos
- ★ Creating your First Booking
- Currency, Time Zone & Date Settings
- Understanding the Dashboard
- The Publications Screen
FAQ
- How To Change The Publication Name
- Unable to upload or clear artwork
- Blank page in digital flipbook
- Setting Artwork as Inactive
- How to Create a Client List
- How to Cancel an Invoice
Onboarding Series
- ★ Production Overview - Walk through From Initial Booking To Print Ready PDF
- ★ Onboarding Series Day 1 - Introductory Videos
- ★ Onboarding Series Day 2 - Advert Sizes, Bookings, Pages & Sections
- ★ Onboarding Series Day 3 - Accounts and Invoicing
- ★ Onboarding Series Day 4 - The Flatplan
- ★ Onboarding Series Day 5 - Mailshots and Emails
Onboarding Advanced Email Series
- Advanced Onboarding Series Day 1 - Document Templates
- Advanced Onboarding Series Day 10 - Actions
- Advanced Onboarding Series Day 11 - Online Website Directory
- Advanced Onboarding Series Day 12 - SMS Text Messages
- Advanced Onboarding Series Day 13 - MailChimp
- Advanced Onboarding Series Day 2 - Artwork Statuses, Managing Artwork & Content
Dashboard and Actions
Clients
- ★ Using the Clients screen
- ★ Setting up a New Client
- Creating a Flag and Adding it to Client Record
- Delete a Client
- How to Add a New Lists to a Sales Pipeline
- Transferring Data from One MagManager Account to Another
Bookings
- ★ Creating a New Booking
- ★ Renewals
- ★ Creating Editorial Content Bookings
- Agency Bookings
- Pipeline Settings
- The Pipelines Screen
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
- Front Cover - how to upload artwork
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
Invoicing
- ★ Multiple Invoice Templates
- ★ Creating Invoices
- ★ How to Link to Your Accounts Package
- Agency Invoicing - Sync Accounts Contact with Xero
- Write off Bad Debt
- Cancel a payment
Publications
- ★ Default advert sizes, prices and rate card
- ★ Publication Settings
- Change the Publication Name
- Group Publications & Bookings
- National Advertising Account Settings
- Change the name of an issue
Auto-Publish
- ★ Setting Up Auto-Publish
- Half page content options
- Master Templates - Lines inbetween adverts
- AutoPublish Common Artwork Issues
- How To Remove Crop Marks From AutoPublish PDF
- AutoPublish Direct To Stephens & George
Digital Magazine
- ★ Creating a Digital Edition of Your Publication
- How to Add the Digital Flipbook to Your Website
- 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
Settings
- Admin - iPhone App
- Using a VOIP Phone System with MagManager - RingCentral
- Subscribers
- Connecting MagManager to Dropbox
- Managing Users
- Renaming adverts using internationalise
Reports
- ★ Using Reports
- Multi Currency Users - Converted Amount Does Not Appear on Bookings PDF Download
- CSV Report Issues
- A4 3 x 7 Label Sheet Printing Problem
- Setting up MailChimp in MagManager
- Financial Reports
Mailing from MagManager
- ★ Mailshots in MagManager
- ★ Document Templates
- ★ Emailing an individual client
- How To Add A Response Tracking ID to Mailshots
- Mailshot Dashboard Overview
- How To Add A Website Link To An Image
MagManager Content
GoCardless and MagManager
- GoCardless Integration - FAQs
- GoCardless and MagManager Overview
- GoCardless - Linking with MagManager
- GoCardless - Setting Up A Client Direct Debit Mandate
- GoCardless - Collecting Payments
- GoCardless - Cancel Invoice & Direct Debit
Xero Support
- QuickBooks - How To Check Custom Transaction Numbers Setting
- Invoicing From Both QuickBooks & Manager
- Getting Started - Linking MagManager to Sage
- FAQs
- Using Account Codes
- Permissions in Xero to work with MM