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How will the user notify their Admin what the reason for their send was?

Users can select the Business Reason from a dropdown on the last page to create a send.

Some examples would be a New Deal, Meeting Confirmation, Anniversary, New Hire, etc.

To set this up, the Organization Admin can go to the Assets Manager, click on Business Reasons, and add/edit or delete the reasons accordingly.

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