How to Create a Message Log for Compliance
Many of our advisors are required to send a message log to compliance whenever they set up a mass mailing. Currently, G5 does not automatically create a message log for these situations, however, you can use the Reports Workspace to create one.
The instructions below will show you how to create the necessary reports for both printed letters and emailed messages.
Message Log for Printed Letters
-
Go to the Reports Workspace.
-
Click on the Add Report button from the top right of the data table.
-
Choose Activities from the left, then choose Blank Activities Report from the right.
-
Click the Add button under the Fields section and add the fields below. Click Ok when finished.
- For
- For>Preferred Address
- Notes
- Author
-
Click the Select button for the Filters section and add the fields below. Click Ok when finished.
-
Create Time
with an operator of
Equals Today
-
Template (ID) with a value of Print Document
Note:
- It may be easier to type in Print Document in the search field in order to select it.
-
Create Time
with an operator of
Equals Today
- Click OK
- Save report as “Message Log for Printed Letters”
Message Log for Emailed Messages
-
Go to the Reports Workspace.
-
Click on the Add button from the top right of the data table.
-
Choose Activities from the left, then choose Blank Activities Report from the right.
-
Click the Add button under the Fields section and add the fields below. Click Ok when finished.
- For
- For>Default Email Address
- Notes
- Author
-
Click the add button for the Filters section and add the fields below. Click Ok when finished.
-
Create Time
with an operator of
Equals Today
-
Template (ID) with a value of Email
- There are two templates named Email. To ensure there are no issues in capturing all email messages, select both of those options.
-
Create Time
with an operator of
Equals Today
- Save report as “Message Log for Emailed Messages”
Now that you have your message logs created in the Reports Workspace, whenever you send out a mass message, simply go the required report and export to CSV.
Related Articles
How to Create a Message Queue in G5
G5 doesn’t really need a message queue. Letters are either done as a large batch mailing or are part of a task that will show up on your task list. However, it may be useful to separate out and view just the scheduled mailings that need to be done. ...How to Create a Letter using a Master Letter Template
While we do have a vast number of letters available, instead you may want to write your own letter for use within G5. You can do this using our master letter template following the instructions below. Pick the Right Template Download the appropriate ...How to Create Opportunity Coverage Groups
As you find, log, and track opportunities, you may have specific members of your team responsible for assisting with that process. You will create Opportunity Coverage Group(s) to allow you to automate the assigning of tasks and activities to that ...Automatically create service requests from emails
Gorilla 5 CRM can automatically create service requests based on incoming emails from your customers to your support team's mailbox and notify your customers that the service requests have been created. This automated process enables support teams to ...How to Create Participant Statuses
Participant Statuses – These are the steps your campaign will use. All campaign participants with the same Participant Status are at the same stage of the campaign and will have the same campaign actions. Note: When creating a campaign, you will need ...