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
- Client Record - Adverts/Content Details Screen
- Client Record - Actions Tab
- Creating a Flag and Adding it to an Agency Client's Record
- Creating a Flag and Adding it to Client Record
Bookings
- ★ Creating a New Booking
- ★ Renewals
- ★ Creating Editorial Content Bookings
- Preferred Positions on Premium Pages
- Agencies
- Affiliate Bookings & Invoicing
Artwork and the Client Portal
- ★ Sharing artwork with your team
- ★ The customer portal- introduction
- ★ Using the customer portal for clients to supply and check artwork
- ★ Managing Artwork
- ★ Artwork Statuses
- The Artwork Production Screen
Flat Plan
- ★ Accessing the flat plan
- ★ Placing a Booking on the Flat Plan
- ★ The Flat Plan Overview Screen
- The Flat Plan Screen
- The Content Index Screen
- The Quick Layout Screen
Invoicing
- ★ Multiple Invoice Templates
- ★ Creating Invoices
- ★ How to Link to Your Accounts Package
- Write off Bad Debt
- Cancel a payment
- Regenerate An Invoice
Publications
- ★ Default advert sizes, prices and rate card
- ★ Publication Settings
- No Publications Found
- Weekly & Bi- Weekly Publications
- Change the Publication Name
- Marking issues as inactive
Auto-Publish
- ★ Setting Up Auto-Publish
- Creating a New Page Layout
- The Advertiser Index Screen
- Create Zip File
- Half page content options
- Master Templates - Lines inbetween adverts
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
- How To Add Outlook Calendar Events To Your Actions Calendar
- MagManager Integration with Microsoft 365
- Admin - iPhone App
- Using a VOIP Phone System with MagManager - RingCentral
- Subscribers
- Connecting MagManager to Dropbox
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
- GoCardless For Xero
- Getting Started - Linking MagManager to Sage
- FAQs
- Using Account Codes