Using Company Flags

Company flags allow for powerful searching on your clients and a new artwork feature allows you to tag the client with basic instructions in relation to the placement of their advert in your publication.

1- Creating New Flags

2- Do Not Allow Bookings Flag

3- Adding Flags To A Client

4- Using Flags in Searches

5- Using Flags for an Advanced Logical Search

6- Advert Flags - Settings

 

 

1- Creating New Flags

To set your own flags, click on the gear icon, top left of the screen > Under the Customers & Actions heading - click on Company Flags.

Here you will see a list of flags already set up. 

To add a new flag, click on the green New Flag button. This will open the manage flags dialogue box.

Give your flag a name, and if you want to a description.

Next, choose an icon for your flag. There are over 500 to choose from, so use the blue left and right buttons to scroll through the various options.

Choose a colour for your icon so it will stand out.

Flag_Manage_Flag.png

At the bottom of the Manage Flag dialogue box, you have switches to do the following:

Enabled - This flag is switched on (green) by default and indicates that the flag is available to use.  If you no longer want to use this flag, click to switch it off (grey).
Allowed Bookings - This flag is switched on (green) by default and Indicates that bookings ARE allowed for clients with this flag.   Click to switch it off (grey), if clients with this flag are NOT allowed to book.
Require Booking Confirmation - If you switch this on (green) booking confirmations will be required for clients with this flag.
Advert Flag - This is a new feature - See Section 6

2- Do Not Allow Bookings Flag

You can create a special flag to indicate to your team that they must not book a client.  When you create your flag, toggle off the switch labelled 'Allow Bookings'.

Flags_Do_Not_Book.png

Now when you add this flag on a client, you will see the following on the clients bookings tab, and your team will not be able to create a new booking for that client.

Flags_do_not_book_client_page.png

 

3- Adding Flags To A Client

From the Client Details screen > Select the Details tab > Scroll down to Flags, click inside the text box and select the flags you want to attached to the client from the list in the drop down box.

Flags_Add_Details_Page.png

4- Using Flags in Searches

You can use flags to search for clients on the Clients screen, the Bookings screen and the Invoicing screen. You can also use flags to select specific clients when creating a mailshot.

At the top of the flags column on the Clients screen is a filter icon (which looks like a funnel). Clicking on this allows you to search for clients with any of the flags you have set up.

Clicking on a flag in the top row (“IS”) will give you a list of all your clients with that flag. Clicking on a flag on the second row (“NOT”) will give you a list of clients who do not have that flag.

For example, if you choose the flag “events” on the top row, and “bad payer” on the second row, it will return a list of clients who have the “events” flag but do not have the “bad payer” flag.

Should you wish to print or download the list of clients generated from the search.  Click on the printer icon on the top right of the screen and a drop down will appear, choose the from PDF, Excel Spreadsheet or CSV file.

print-client-search-csv.png

 

5- Using Flags for an Advanced Logical Search

You can access an even more powerful logical search with the AND/OR toggle. If you want to use this, you first need to enable it by going to Settings System Defaults and switching on “Show AND/OR toggle”. 

 You will now see the word “OR” included in the flag search, and when you click on this, it will toggle to “AND”.

Suppose for example we are searching for clients with the leaflet flag or the 7-day flag. When we click this flag, we get a long list.

We now click “OR” so that it toggles to AND. This time if the same flags are selected, we will only see clients that have  both the leaflet flag and the 7-day flag, a shorter list.

 

6- Advert Flags - Settings

Advert flags allows you to tag the client with basic instructions in relation to the placement of their advert in your publication. This helps you to easily identify these adverts when it comes to placing them onto the flatplan.

Set up is the same as in Section 1, with one additional step which is to switch on the 'Advert Flag' toggle switch. (Green is on / Grey is off).

Flag_Manage_Artwork_Flag.png

When the Advert Flag is switched on the following additional features appear:

Right Hand Page - This is switched off (grey) by default. Click to switch it on (green), when this flag is added to a client you will only be able to place their advert on a right hand page in the flatplan.
Allowed Pages - You can specify in the text box which pages the advert can be placed on in the flatplan.

Allowed Pages Examples: 
1-10 - When this flag is added to a client it would indicate that their advert can only be placed on pages 1-10 on the flatplan.
1,3,5,7 - When this flag is added to a client it would indicate that their advert can only be placed on pages 1,3,5 & 7 on the flatplan.
2,47 - When this flag is added to a client it would indicate that their advert can only be placed on the inside cover pages 2 and 47 (based on a 48 page issue).

NOTE: Taking the first example above '1-10' - please bear in mind that if you get very specific with your 'allowed pages' and you try to place the advert on page 11 MagManager won't allow it.  

 

6.1- Advert Flags - Examples

Example of settings for 'First 10 Pages RHS' and 'Near Front'

In the' Near Front' example you would need to enter the page numbers in the 'Allowed Pages' field to suit the pagination of your publication eg Near Front could be pages 1-5 or pages 1-10 etc - depending on your requirements.

Flags_First_10_Pages_RHS.pngFlags_Near_Front.png

 

Example of settings for 'Right Hand Side' and 'Top Right Hand Side'

Flags_RHS.pngFlags_Top_RHS.png

6.2- Advert Flags - On The Flatplan

When viewing your flatplan, the flags will appear next to the client name on the left hand side, this is best viewed with 'Show Artwork' set as off.  The flags will also appear along the bottom of the artwork on the flatplan itself.

Flags_flatplan_views.png

Once the artwork is placed onto the flatplan, the flags will be displayed along the bottom of the advert.
Example 1 below - with show artwork switched off.

Flags_Flatplan_Page_view.png

Example 2 below - with show artwork switched on

Flags_Flatplan_view.png

Note: The purple arrow will appear for all flags that have the 'Right Hand Page' setting switch on.

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