# RunMags help

## Help Center

- [RunMags User Help Center](https://user-help.runmags.com/master.md): Welcome to the user help center for RunMags. As a user, this is your primary resource for knowledge articles and how-to videos. The content is structured into an introduction part and then individual
- [Navigating the interface](https://user-help.runmags.com/introduction/getting-in-and-navigating.md): Learn how to login and how the RunMags interface will help you.
- [First time login](https://user-help.runmags.com/introduction/getting-in-and-navigating/first-time-login.md): To log in to RunMags for the first time, look in your inbox for an invitation email from the RunMags Team.
- [Password reset](https://user-help.runmags.com/introduction/getting-in-and-navigating/password-reset.md): How to reset your password.
- [Contacting support](https://user-help.runmags.com/introduction/getting-in-and-navigating/contacting-support.md): How to contact support if you are a user
- [User interface](https://user-help.runmags.com/introduction/getting-in-and-navigating/user-interface.md): The RunMags user interface is designed for consistency which makes it easy to navigate across the various functions.
- [Adjust zoom](https://user-help.runmags.com/introduction/getting-in-and-navigating/adjust-zoom.md): How to use the zoom feature in most modern browsers
- [Searching](https://user-help.runmags.com/introduction/getting-in-and-navigating/searching.md): Quickly search for and find clients and subscribers as well as deals, invoices and other important records.
- [Fundamentals](https://user-help.runmags.com/introduction/fundamentals.md)
- [Advertising sales CRM](https://user-help.runmags.com/introduction/fundamentals/ad-sales-crm.md): Manage your client accounts, update records and create activities so you and the team can provide an excellent client experience.
- [Subscription sales CRM](https://user-help.runmags.com/introduction/fundamentals/subscription-sales-crm.md)
- [Home](https://user-help.runmags.com/home.md)
- [My profile](https://user-help.runmags.com/home/my-profile.md): Adding your email account and contact details that will populate documents and automated email templates.
- [Set up email accounts](https://user-help.runmags.com/home/my-profile/set-up-email-account.md): Verify one or more email accounts to use when sending email from RunMags.
- [Messages](https://user-help.runmags.com/home/messages.md): Share information internally in the company message board.
- [Planner](https://user-help.runmags.com/home/planner.md): Using your planner to schedule activities and collaborating within the team
- [Email status](https://user-help.runmags.com/home/email-status.md): You can check the status of all emails that have been sent through RunMags.
- [Advertising sales](https://user-help.runmags.com/advertising-sales.md): Nurture your client relations, sell advertising and event products.
- [The basics](https://user-help.runmags.com/advertising-sales/organizations.md)
- [Advertisers](https://user-help.runmags.com/advertising-sales/organizations/advertisers.md): In Ad sales you add organizations and nurture the accounts.
- [Add a new advertiser](https://user-help.runmags.com/advertising-sales/organizations/add-a-new-advertiser.md): Before you can create proposals you need to create an organization and a contact to sell the ad(s) to.
- [Logging advertiser calls](https://user-help.runmags.com/advertising-sales/organizations/logging-advertiser-calls.md): Remember what you talked to clients about and share this information with your colleagues for improved customer service.
- [Selling advertising](https://user-help.runmags.com/advertising-sales/organizations/selling-advertising.md): How to create a deal to sell print ads, online ads, events and other products
- [Billing model](https://user-help.runmags.com/advertising-sales/organizations/billing-model.md): Each deal will be assigned a billing model which dictates the number of billing items for the deal and when they can be billed.
- [Emailing an advertiser](https://user-help.runmags.com/advertising-sales/organizations/emailing-an-advertiser.md): Send individual emails to advertisers and share them with colleagues in RunMags for improved customer service.
- [Client engagement](https://user-help.runmags.com/advertising-sales/organizations/client-engagement.md): Send email and get instant feedback on which links your clients click to engage with your content.
- [Communication](https://user-help.runmags.com/advertising-sales/communication.md)
- [Sales automation](https://user-help.runmags.com/advertising-sales/selections.md)
- [Advertiser portals (eSign and payments)](https://user-help.runmags.com/advertising-sales/selections/advertiser-portals-esign-and-payments.md): Advertiser contacts are assigned a unique portal where they can view and eSign contracts, add payment methods and pay invoices.
- [eSigning advertiser contracts](https://user-help.runmags.com/advertising-sales/selections/esigning-advertiser-contracts.md): Use RunMags eSign to make it easy for advertisers to sign your contracts.
- [Sales insight](https://user-help.runmags.com/advertising-sales/sales-insight.md): Use dashboards and tables to gain insight about your business.
- [Extracurricular](https://user-help.runmags.com/advertising-sales/extracurricular.md)
- [Updating customer records in an existing deal](https://user-help.runmags.com/advertising-sales/extracurricular/updating-customer-records-in-an-existing-deal.md): Update an existing deal when the customer's business name, address or contact roles are changing.
- [Selling to an Agency](https://user-help.runmags.com/advertising-sales/extracurricular/selling-to-an-agency.md): How to set up a relationship between an advertiser and an agency, and then sell advertising.
- [Non-English agreements and invoices](https://user-help.runmags.com/advertising-sales/extracurricular/non-english-agreements-and-invoices.md): By specifying a different language than English, you can make sure that clients get their agreements in their own language.
- [Locking deals](https://user-help.runmags.com/advertising-sales/extracurricular/locking-deals.md)
- [Subscription sales](https://user-help.runmags.com/subscription-sales.md)
- [The basics](https://user-help.runmags.com/subscription-sales/the-basics.md)
- [Subscribers](https://user-help.runmags.com/subscription-sales/the-basics/subscribers.md): Managing your subscribers and their subscriptions
- [Selling subscriptions manually](https://user-help.runmags.com/subscription-sales/the-basics/selling-subscriptions-manually.md): How to set up subscribers and sell subscriptions one by one in RunMags - i.e. when they don't sign themselves up using one of your portals.
- [Selling gift subscriptions manually](https://user-help.runmags.com/subscription-sales/the-basics/selling-a-gift-subscription-manually.md): Create a subscription manually in RunMags where there is one person paying and another person getting the subscription.
- [Communication](https://user-help.runmags.com/subscription-sales/communication.md)
- [Automating subscription sales](https://user-help.runmags.com/subscription-sales/automating-subscription-sales.md)
- [Managing subscriber portals](https://user-help.runmags.com/subscription-sales/automating-subscription-sales/managing-subscriber-portals.md): Secure and responsive pages where subscribers can sign up for and pay for their subscriptions
- [Discounted subscriptions](https://user-help.runmags.com/subscription-sales/automating-subscription-sales/discounted-subscriptions.md): The subscription portals removes the need for discount codes that reveals to those that pay full price that it's possible to get a discount.
- [Mass emailing subscribers](https://user-help.runmags.com/subscription-sales/automating-subscription-sales/mass-emailing-subscribers.md): Define rules and templates to send transactional and marketing emails related subscription sales.
- [Automated subscription renewal notice](https://user-help.runmags.com/subscription-sales/automating-subscription-sales/automated-subscription-renewal-notice.md): Sending workflow email reminders to subscribers that are nearing the end of their subscription
- [Channels](https://user-help.runmags.com/channels.md)
- [Print](https://user-help.runmags.com/channels/print.md)
- [Print magazines](https://user-help.runmags.com/channels/print/print-magazines.md): Set up and manage print magazines.
- [View booked advertising and editorials](https://user-help.runmags.com/channels/print/view-booked-advertising-and-editorials.md): Go into a specific print channel and display your contractual commitments for advertising and editorials.
- [View and add issues](https://user-help.runmags.com/channels/print/view-and-add-issues.md): Plan your issues over time, assign dead lines and sales targets.
- [View and add sections](https://user-help.runmags.com/channels/print/view-and-add-sections.md): Create sections for you print magazines so that sales reps can assign advertising to specific sections.
- [Viewing and adding advertising products](https://user-help.runmags.com/channels/print/viewing-and-adding-advertising-products.md): Manage your product inventory for your print magazines so that sales reps can add them to proposals book orders.
- [View and add editorial products](https://user-help.runmags.com/channels/print/view-and-add-editorial-products.md): Manage your editorial product inventory for your print magazines so that sales reps can add them to proposals.
- [View and add subscription products](https://user-help.runmags.com/channels/print/view-and-add-subscription-products.md): Manage your subscription product inventory for your print magazines.
- [Digital](https://user-help.runmags.com/channels/digital.md)
- [Digital magazines](https://user-help.runmags.com/channels/digital/digital-magazines.md): Set up and manage digital magazines.
- [Web](https://user-help.runmags.com/channels/web.md)
- [Websites](https://user-help.runmags.com/channels/web/websites.md): Set up and manage website magazines.
- [View and add web products](https://user-help.runmags.com/channels/web/view-and-add-web-products.md)
- [View booked web products](https://user-help.runmags.com/channels/web/view-booked-web-products.md)
- [Email](https://user-help.runmags.com/channels/email.md)
- [Newsletters](https://user-help.runmags.com/channels/email/newsletters.md): Set up and manage newsletters.
- [Social](https://user-help.runmags.com/channels/social.md)
- [Social media](https://user-help.runmags.com/channels/social/social-media.md): Set up and manage social channels.
- [Events](https://user-help.runmags.com/channels/events.md)
- [Adding a new event](https://user-help.runmags.com/channels/events/adding-a-new-event.md): How to add a new event to sell event products
- [Production](https://user-help.runmags.com/production.md): Plan your production process and automate as much of the content generation as possible.
- [Print](https://user-help.runmags.com/production/print.md)
- [Paginating print magazines](https://user-help.runmags.com/production/print/paginating-print-magazines.md): Plan the structure of your issues ahead of time, move spreads and placeholders for ads and editorial content.
- [Placing ads in the flatplan](https://user-help.runmags.com/production/print/placing-ads-in-the-flatplan.md): Populate your print issues with the advertising sold
- [Printing the flatplan](https://user-help.runmags.com/production/print/printing-the-flatplan.md): How to generate a PDF flatplan that can be printed and shared
- [Digital](https://user-help.runmags.com/production/digital.md)
- [Web](https://user-help.runmags.com/production/web.md)
- [Social](https://user-help.runmags.com/production/social.md)
- [Email](https://user-help.runmags.com/production/email.md)
- [Circulation](https://user-help.runmags.com/circulation.md): Manage your reach and generate distribution lists for subscriptions and comp.
- [Subscriptions, payments and duplications](https://user-help.runmags.com/circulation/subscriptions-payments-and-duplications.md): Explore your subscriber base, payments and potential duplications.
- [Exploring and viewing subscribers](https://user-help.runmags.com/circulation/exploring-and-viewing-subscribers.md): Develop a good understanding of your subcriber base and their subscriptions by channel, product, status, etc.
- [Print distribution batches](https://user-help.runmags.com/circulation/print-distribution-batches.md): Export lists of subscribers, advertisers and distribution points that you want to send your print magazines to.
- [Circulation insight](https://user-help.runmags.com/circulation/circulation-insight.md): Graphically display your circulation to better understand your reach.
- [Finance](https://user-help.runmags.com/finance.md): Send out invoices with the click of a button and automate receivables by letting clients pay online using their credit card.
- [Billing](https://user-help.runmags.com/finance/billing.md)
- [Perform billing](https://user-help.runmags.com/finance/billing/perform-billing.md): Create and send out invoices electronically or old school
- [Changing the billing date to get invoices out earlier](https://user-help.runmags.com/finance/billing/changing-the-billing-date-to-get-invoices-out-earlier.md)
- [Collection](https://user-help.runmags.com/finance/collection.md)
- [Collection](https://user-help.runmags.com/finance/collection/collection.md): Stay on top of outstanding invoices, send statements and register payments.
- [Paying invoices electronically](https://user-help.runmags.com/finance/collection/paying-invoices-electronically.md): Use RunMags ePayments to make it easy for advertisers to pay your invoices.
- [Managing outstanding invoices](https://user-help.runmags.com/finance/collection/managing-outstanding-invoices.md)
- [Register payments](https://user-help.runmags.com/finance/collection/register-payments.md): There are two ways you can record a payment to balance out an invoice.
- [Managing mistakes](https://user-help.runmags.com/finance/managing-mistakes.md)
- [Crediting an invoice by issuing a credit note](https://user-help.runmags.com/finance/managing-mistakes/crediting-an-invoice-by-issuing-a-credit-note.md): If you accidentally create an invoice with errors in it, you first have to credit it before you can create a new invoice.
- [Deleting payments](https://user-help.runmags.com/finance/managing-mistakes/deleting-payments.md): There are two ways you can delete a recorded payment in case it was created in error.
- [Fiscal management](https://user-help.runmags.com/finance/fiscal-management.md)
- [Journals](https://user-help.runmags.com/finance/fiscal-management/journals.md)


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