Account settings

How to configure your coordinates and your general account?

  1. Click the gear icon at the top-right of your screen and select "Account Settings".


     
  2. Select the “Account” tab, if necessary.


     
  3. Enter the modifications you wish to make (see more details below).
     
  4. Don’t forget to save your changes at the bottom of the page!


Contact information (All the fields in this section are mandatory, aside from Website and Phone number)

Coordinates entered in that section will appear in the footer of your emails and will be used to properly identify your company.

These informations are necessary to be CASL compliant. CASL came into force on July 1st 2014.

The name written down in the "Company" field will, by default, be used as the name of the Sender for your email’s recipients.The email in the "Email" field will be used as the default return address. Both of these informations can be changed when configuring your mailing, if needed.

Once configured, you never should change these informations unless your offices have moved or changed their contact information. Contact our customer service if you have questions about the contact informations.

I’m Self-employed…should I write down a postal address?
Yes. CASL requires a postal address as part of a proper identification. You can, however, use a postal box if you possess one and want to avoid writing your home address in the footer of your emails.

Time Zone

Select your Time zone in the drop down list to schedule your mailings according to your local time.

Business details (Optional)

These informations are not mandatory. These data only help us to provide features and content adapted to your needs and will never be divulged to third-parties.

How to configure system notifications?

Allow us to send you valuable and important information about your account by email by configuring your notifications. These email addresses will never be visible to recipients of your emails.

To do so:

  1. Click the gear icon at the top-right of your screen and select "Account Settings".


     
  2. Open the "Notifications" tab.
     
  3. Enter the appropriate email address in the desired fields.
     
  4. Click "Save".

We strongly suggest you subscribe to these notifications (especially the copy of consent confirmation email and the new subscription alert) but know that it’s not required since the information is also kept in your account as long as your account is active and your contacts are kept in it. Leave the fields blank if you don’t want to receive notifications by email.

Important note: keep in mind the addresses you’ll use are at risk to receive a high volume of emails, especially if you promote your subcription form or send out a consent request. Make sure your email administor has been made aware. In some email softwares, such as Outlook, you can set up rules to sort automatically these emails in folders in order to keep them out of your inbox if your prefer.

Email address to receive the consent confirmation emails

There is a link available for your recipient to confirm their consent in our consent block and templates. A confirmation email will be sent to the person clicking that specific link. Put an address in this field to receive a copy of the email sent to your customer.

Email address to receive a notification when there is a new subscription

Enter an address in this field to receive an email notification when a new subscriber completres the subscription process from a form generated in your account.

Email address to receive the monthly Consent expiration report

On the first of each month, we’ll send a consent expiration report to the address entered in this field. Here is the information found on the report :
  • Total of the contacts in your account;
  • Total of express consents;
  • Total of implied consents;
  • Total of contacts without a consent expiration date;
  • Expired implied consents;
  • Implied consents expiring during the upcoming month.
This report will allow you to plan ahead marketing strategies to renew implied consents before expiration or convert them to express consents before they expire. It’s important to keep in mind that, in compliance to CASL, it is prohibited to send commercial communications to implied consents with an expired consent.

You therefore need to take full advantage of the period of time the consent is valid to obtain an express consent from your customer. A few tools, such as our consent blocks and marketing automation consent campaign scenarios, are offered to help you achieve this goal.

Note that there is no action done by the system to clean your list of expired consents. Each of our customers is at discretion of taking the appropriate actions to manage the consent expiration properly.
 
Also, it's important to know that the system can only calculate the expiry date for implied consents if you have defined a consent date in your contact profile. To learn how to update your contact's consent and learn more about the sources of consent available in the app, click here.

The list of contacts with expired implied consents and expiring in less than a month are available at any given time on your Dashboard. Under the "Number of contacts" box, you will find the number of expired consents and the number of consents expiring in less than a month. For each of these categories, click the link available to see the contacts involved. You will then have access to action features such as deleting contacts or adding them to a group.

To stop receiving the monthly consent expiration report:

It’s not mandatory to receive this report. You can subscribe to it or remove your address at any given time. 

  1. Click the gear icon at the top-right of your screen and select "Account Settings".


     
  2. Open the "Notifications" tab.
     
  3. Remove the email address found in the field under the "Receive monthly consent expiration report",
     
  4. Click the "Save" button on the bottom of the page to save your changes.


How to configure the labels of custom fields?

There are fields already assigned to specific informations in your contact details :

  • First name
  • Last name;
  • Company;
  • Language;
  • Gender;
  • Postal Code;
  • Country;
  • Birthdate;
  • Consent information (source, date and proof of consent).

Along with these  default fields, you have 5 fields you can customize to enter information relevant to your customers or company. Label these fields to remember the use you plan of making for these fields For example, the "Custom field 1" could be for the client number your contact is related to, the "Custom field 2" could be used for their phone number…

The content of these fields could be used to personalize your mailings, segment your contacts and more. You can use these fields in your subscription forms to gather these informations directly at subscription!

To configure your custom fields label:

  1. Click the gear icon at the top-right of your screen and select "Account Settings".


     
  2. Open the "Custom fields" tab.
     
  3. Write down a title for the fields you want to use.
     
  4. Click the "Save" button at the bottom of the page to save your changes.

How can you define default links for your social media platforms?

  1. Click the gear icon at the top-right of your screen and select "Account Settings".


     
  2. Open the "Social networks" tab.
     
  3. Paste the URL to your social media profile in the appropriate field. Click here to find out how to find your social network profile URL.
     
  4. Click the "Save" button on the bottom of the page to save your changes.


Configuring your social networks in your settings will accelerate the edition of your templates if you use the "Social media" block. The URL for the fields in the bar will already contain the information you input previously in your settings. All that will be left for you to do will be to select the icons you wish to show and the icon style you favor. To learn more, click here.

Note: while editing your template, it is possible to change the link to your social media profiles. This action will not reflect on your settings!

How to configure other display options?

To make changes to your display options:

  1. Click the gear icon at the top-right of your screen and select "Account Settings".


     
  2. Select the "More options" tab.
     
  3. Make the necessary changes (see below for explanations about the available options).
     
  4. Click the "Save" button at the bottom of the page to save the changes.


Logo

Add your company logo to display on subscription forms, default pages generated by the application and automated emails for subscriptions, unsubscription and consent confirmation.

To upload your logo click the "Choose" button to access your image bank or paste the complete URL of your image if it’s hosted elsewhere.

Note: you can’t edit the size of your logo. Make sure your logo has the right proportions before uploading it. We suggest a width of 200 px or more to ensure a good image quality (If bigger, your logo will be resized to this width). Supported formats are as followed: gif, png and jpg.

Footer or outgoing emails (available for Pro plan only)

The Cyberimpact logo is, by default, in the footer of each email sent with the help of the application. You have the ability to hide the logo by activating the swith. Allow a few minute delay to send out your next email to make sure the modification will take effect. This option is only available in the "Pro" plan. Click here to know how to change your plan.

 

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