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
See all 13 articles

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
See all 16 articles

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
See all 9 articles

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
See all 13 articles

Dashboard and Actions

• ★ MagManager navigation
• ★ The MagManager Dashboard
• ★ Actions
• Action Reminders - Nag when actions are due settings
• Managing Notifications
• Contact Reasons and Outcomes for 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
See all 18 articles

Bookings

• ★ Creating a New Booking
• ★ Renewals
• ★ Creating Editorial Content Bookings
• Agency Bookings
• Pipeline Settings
• The Pipelines Screen
See all 15 articles

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
See all 16 articles

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
See all 9 articles

Invoicing

• ★ Multiple Invoice Templates
• ★ Creating Invoices
• ★ How to Link to Your Accounts Package
• Agency Invoicing - Sync with Xero
• Write off Bad Debt
• Cancel a payment
See all 21 articles

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
See all 10 articles

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
See all 14 articles

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
See all 10 articles

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
See all 10 articles

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
See all 15 articles

MagManager Content

• Content downloading with additional .pdf extension
• 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
See all 7 articles

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
See all 8 articles