Being an executor is a very important job. When the time comes an executor must start Heavenly Mail, start manual events and update contact details of recipients if required.
Starting Heavenly Mail
- Once logged in as an executor, select ‘Legacies’ from the bottom left of the navigation panel
- Here the Heavenly Mail members the executor is acting on behalf of are listed
- Click ‘Start Heavenly Mail’
When Heavenly Mail is started messages will begin sending per their set schedule visibile in the ‘Events’ section.
Stopping Heavenly Mail
- If you accidentally started Heavenly Mail you can stop it simply by clicking ‘Stop Heavenly Mail’ in the ‘Legacies’ section described above. This will stop the schedule.
Manual Events
- Manual events are those for which a message has been scheduled with no set date, for example a Wedding day or a graduation
- Enter the ‘Events’ section on the left hand navigation pane
- You can set the filter to only show manual events
- Select the ‘View’ (eye) icon next to the event, the contact details can be verified at this point
- From the top right click ‘Trigger Event’
- This event will now immediately be processed and sent.
Updating Contacts
- In the event that a contact changes their postal or email address, an executor can update these from within the ‘Contacts’ section on the left hand navigation bar.
- Find the contact to update and click the pencil (edit) icon next to their name
- Simply update the required fields and press submit.