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 14 articles

FAQ

• Problem logging into MagManager - Keeps logging out
• Login Error - 404 error Header Request Too Long
• How To Change The Publication Name
• Unable to upload or clear artwork
• Blank page in digital flipbook
• Setting Artwork as Inactive
See all 18 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
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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
• Person Flags
• Client Record - Adverts/Content Details Screen
• Client Record - Actions Tab
• Creating a Flag and Adding it to an Agency Client's Record
See all 22 articles

Bookings

• ★ Creating a New Booking
• ★ Renewals
• ★ Creating Editorial Content Bookings
• Proposals for Provisional Bookings
• Flexible Advert Naming
• Preferred Positions on Premium Pages
See all 19 articles

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
See all 17 articles

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
See all 13 articles

Invoicing

• ★ Multiple Invoice Templates
• ★ Creating Invoices
• ★ How to Link to Your Accounts Package
• Email Invoices Button Greyed Out
• Update Invoice Number
• Write off Bad Debt
See all 23 articles

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
See all 13 articles

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
See all 17 articles

Digital Magazine

• MagManager Flip Books
• Tips For Creating Link-Detectable Artwork
• Edit Flipbook
• Digital Flipbook - Via AutoPublish
• Digital Flipbook - Via PDF Upload
• How to Add the Digital Flipbook to Your Website
See all 10 articles

Settings

• How To Add Outlook Calendar Events To Your Actions Calendar
• MagManager Integration with Microsoft 365
• Dymo Labelwriter 550 Driver Update
• Admin - iPhone App
• Using a VOIP Phone System with MagManager - RingCentral
• Subscribers
See all 13 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

• Linking MagManager to FreeAgent
• QuickBooks - How To Check Custom Transaction Numbers Setting
• Invoicing From Both QuickBooks & MagManager
• GoCardless For Xero
• Getting Started - Linking MagManager to Sage
• FAQs
See all 10 articles