If you’re an administrator-level user, you can manage customer accounts by hovering over your username in the navigation and clicking Customer Profile. Here, you can assign customer branding, adjust customer properties, and enable settings for the ‘Update My Profile’ feature.

Editing an Existing Customer

To edit an existing customer:

• Check the checkbox of the customer you want to edit
• Click Edit in the top-right action bar.

Customer Tabs

The customer tabs available for editing include:

• Properties: Here you can change basic customer properties like address and industry. To change the customer’s name please reach out to our support team for assistance. Note that changing the customer’s name will also change the information displayed in the ‘From’ field in the footer.
• Branding: The branding subscribers see on the Update My Profile, Unsubscribe, and Report as Spam pages that they direct to when clicking the links in the footer of your email. You can also choose the language and time zone that they see here.
• Quotas: Set email and SMS quotas and create links to your billing system.
• Settings: Edit footer settings and customise attachment settings (like size limits).
• Security:
  • IP locking: Increase security by locking your company’s IPs to your account, preventing any external domains from accessing your email system.
  • Notifications on failed login attempts: Whenever there is a failed login attempt, the system will send notifications to an email address of your choice.
  • Multi-factor authentication: This adds an extra layer of security to your account. If you enable it and click save, anyone who tries to log in on this customer profile will be required to download an authenticator app on their smartphones and set up MFA to log in – a step-by-step modal will guide them on this.
• Contacts: Enables settings for subscriber Update my profile feature, allowing contacts to view your public lists and subscribe or unsubscribe from them. You can also specify any additional fields that you’d like to make available to them.
• Features: Gives you the power to enable and disable some of the platform features.

Click Save when you’re finished.

This is where you set up and view the domains from which you send emails; a practice that enhances email delivery. On the main dashboard you’ll see a list of the domains you’ve added to the system and their:

• Domain Status: Shows if the domain is verified and analytics have been set.
• Verification: If the domain has been verified.
• Google Analytics: Shows if Google analytics is enabled.

How to Add a Domain

To add a new domain:

1. Hover over your username in the top navigation and click Domains.
2. Click Add Domain.
3. Enter your domain name. This should be the domain that your email communications are sent from (e.g.: domainname.co.za or domainname.com).
4. From here, you can verify your domain in one of two ways:
   • Verify and authenticate domain by DNS.
   • Verify via email approval.

Verify and Authenticate Domain by DNS

To verify and authenticate your domain using DNS records:

1. Select Verify and Authenticate Domain by DNS and click Generate Records.
2. On the following page, copy and paste the generated TXT and CNAME fields into the DNS section in your domain hosting settings.
3. Once you’ve done this, select the ‘I have added these records’ checkbox and click Verify. DNS records may take 24 – 48 hours to validate.
4. Configuration will reflect on the Domains dashboard under the Verification tab once the relevant domain has been correctly configured. If the domain hasn’t validated within 48 hours, the user may have done it incorrectly and will need to try again.

Please note: If you verify your domain in this way, you will not be allowed to send messages until it’s validated in the DNS.

Verify via Email Approval

To verify via email:

1. Select Verify via Email Approval.
2. Enter:
   1. the domain you’d like to send from, and
   2. the email address you’d like to send the verification email to.
3. Click Send Verification Email. This will immediately send the verification email to the email address you selected.
4. In the verification email, click Verify Domain and the Domains dashboard will record this verification under the Verification tab.

Setting Up Google Analytics for a Specific Domain

This feature allows you to feed email engagement tracking data from our platform into the Google Analytics account set up on your website.

To set up tracking links on a given domain using our platform, do the following:

1. Hover over your Username until a dropdown list appears.
2. Scroll down to the Domains section and click on it.
3. Select a relevant domain you want to enable Google Analytics tracking on.
4. At the top right of your screen, click on the Google Analytics button. This will bring up the tracking link configuration dashboard.

5. You now have the choice to toggle “on” two settings:

• The toggle labelled “Would you like to enable Google Analytics for all links that point to this domain?” allows you to pull standard variables into your tracking links, including Source, Medium, Campaign, and Term.

• The toggle labelled “Enable custom tracking for all links that point to this domain”, allows you to specify a custom variable that can be appended to your tracking links. This additional variable can be used to distinguish between specific messages going out under a given campaign (e.g., distinguish by date, topic, etc.). Specify the name of your new custom tracking tag by inputting it into the Enter your custom tracking tag field.

6. Press Save

Social Media Integrations

Our platform can be integrated with a range of social media platforms.

To integrate your accounts:

• Hover over your username in the top navigation and click Integrations.
• On the Social tab, find the social platform you want to integrate with and click its icon. A pop-up window will open asking for you to give permission for the system to access the platform.
• Follow the steps on screen to complete the integration. Our platform will retrieve a list of the pages / users associated with the account and prompt you to select exactly which pages you want to link to the system.
• Click Save.

Contacts Integrations

You can also pull your contacts into our system using an external platform integration.

To do this:

• Hover over your username in the top navigation and click Integrations.
• On the Contacts tab, find the platform you want to integrate with and click its icon. A popup will ask you to sign into your account and give our system permission to access your data.