Contacts and Consent - Managing Delivery Preference Options
Contacts and Consent - Managing Delivery Preference Options
Delivery Preferences determine how correspondence is formatted and sent to homeowners, including whether it goes out by email, letter, or both. Use these settings to configure the options available when sending communications from CINC.
Note: The Paper Source option on the Maintain Drop Down Options page is now Delivery Preference.
Follow these steps to manage delivery preferences:
In CINC Core, go to System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
The Maintain Drop Down Options page displays. Select Delivery Preference from the Drop Down List field.
Note: Fields on the page vary if using a print house partner.
• For a non-print house partner:
• For a print house partner:
Click New.
A blank row displays. Enter a Description and then click Save.
Locate the new Delivery Preference and select the following information:
Note: Some toggles are only relevant to organizations using a print house partner.
Letterhead: Enable to superimpose the Tools > Association Letterhead onto the letter.
1st Page Only: Enable to apply the letterhead to the first page only. The Letterhead toggle must be enabled for this option to take effect.
Delivery Method: Select to determine what method is used to send the correspondence:
None: Neither email nor letter is sent regardless of the homeowner’s preference.
Contact Preference: Email, letter, or both are sent based on the homeowner’s preference.
Email Only: Email is sent regardless of the homeowner’s preference.
Letter Only: Letter is sent regardless of the homeowner’s preference.
Both: Both email and letter are sent regardless of the homeowner’s preference.
Coversheet: (Print house only) Enable to automatically generate a coversheet displaying the return address and mailing address, designed to show through the window of a windowed envelope.
Duplex: (Print house only) Enable to allow printing on both sides of a sheet of paper.
Color Ink: (Print house only) Enable to allow for color printing.
Perforated: (Print house only) Perforates for tear offs.
Envelope: If using LetterStream, they include a return envelope when they mail the communication to the homeowner.
Destination (Dest): (Print house only) Select to determine which print house is used to process the correspondence. If None is selected, an external print house is not assigned, and the correspondence generates locally as a PDF.
Note: The available options depend on which print house integrations are enabled.
Click Save and repeat as needed.
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