Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How can I notify my Admin the reason for my send?

Learn how to specify the purpose of a send by selecting a Business Reason from the dropdown menu. This guide shows you where to find this option on the final page of the sending process and provides examples like "New Deal" or "Anniversary." It also notes that only Organization Admins have the ability to create or edit the list of available reasons.

When you need to notify your superior the reason why you are making a send, what you should do is select the Business Reason from a dropdown on the last page in the process of creating a send.

Knowledge Base-4

Some examples of Business Reasons you can use are: New Deal, Meeting Confirmation, Anniversary, New Hire, Sales Event, Birthday Swag, etc.

Only the Organization Admin has the ability to create, edit, or delete Business Reasons. For instructions on how to do this, please refer to the article: Using IEX Business Reasons.

The Business Reason section will look like this:


Knowledge Base (1)-1

If you have any further questions about your business reasons, please feel free to contact us at support@imprintengine.com