Introduction
Prerequisites
The following prerequisites must be met before you can use an agent:
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You have the rights to use the functions of the agent
(if you do not have rights, you will not be able to add the agent or use certain buttons, for example; contact your Inxmail Professional administrator if necessary).
Get in touch with your Inxmail contact person or Care-Consulting@inxmail.de, to have missing rights unlocked.
- You have access rights to the tab on which you will use the agent (for example, Setting up access rights for mailing lists).
You have added the agent on the tab, if required (Adding/deleting additional agents to/from mailing lists).
Overview
Agents contain functions on a particular topic (for example, the Mailings agent includes all the functions for creating and dispatching mailings and the
Recipients agent includes all the functions for managing recipient data).
You will find agents both in (Global settings) and in the individual mailing lists:
The following table gives an overview of all agents in Inxmail Professional and where they are used:
Agent |
Only under Global settings |
Only in mailing lists |
Under Global settings and in mailing lists |
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The functional scope of an agent used both under Global settings and in a mailing list can differ, depending on where it is used. For example, fewer settings are made using the Properties agent in the Global settings than in a mailing list.
Your user rights determine which agents are displayed to you.
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(Global settings)
The agents in the (Global settings) allow you to specify settings that apply to all mailing lists (for example, target groups created here can be used in all mailing lists).
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Mailing lists
The agents in a mailing list are used to specify settings that apply to the current mailing list (for example, target groups created here may only be used for the current mailing list).
Note: You determine which agents a mailing list contains when you first create the mailing list (Creating (standard) mailing lists). Afterwards, you can add or remove agents as you choose (Adding/deleting additional agents to/from mailing lists).
When you click an agent, a workspace with all the functions belonging to the agent appears to the right of the agent.
The workspace varies depending on the agent. It may contain further (child) tabs.