In this article we will go over the Pending Mail Report list.   This report will show you the Status of the letter - the Type of letter that was mailed - if there was an Error for the letter.  You can also choose to Delete - Preview - or Take the customer out of the marketing letters.  You can cancel a letter before it is mailed under this report.


1 - Click on the More tab - Reports tab - Data Export tab.




2 - Next click on the Pending Mail Report link.




3 - Next click on the Generate Report tab



 

4 - Please note that you can Print - Download - view in Excel - or Email this report.



5 - This report will show you:  Date the letter was Queued - Date the letter should be Mailed - Customer - Type of Letter - and if there was an Error




6 - Under the Action Column you can Delete the letter so it will not go out.



7 - Under the Action Column you can Preview the letter - It will Download as a PDF - once you click on the download you can view the Letter






8 - Under the Action Column you can take the customer out of the Marketing Letter Program.



You have now learned how to use the Pending Mail Report.