Account Settings

Account Settings

Account settings include two categories: My Profile and Company Profile. Before you start sending out campaigns, you first need to set up your profile with information such as name, country, region, and email. You can also set up your company profile and enter information such as the name of the company, its address, the brand logo and the information about an authorized representative(Imprint).

Edit My Profile

To edit my profile, follow the steps below,

  1. From the Navigation toolbar, choose Settings and then choose My Profile.
  2. Click on Edit button found on the top right corner.
  3. In My Profile page, enter information in appropriate fields.
    • Name – This is the name the user will be identified with. Enter your first name and last name.
    • Email – This email address will be identified as the sender’s email address.
    • Country – The country where the user is located.
    • Region – Specific region in a country. (State/Province)
    • City – The city in the state/province where the user is located.
  4. Click Update to save the information.

Note

  • Updating your location-related information will enable you to find the number of open recipients from your location.

Edit Company Profile

Before you create an email campaign, you need to enter information about your company. An administrator of the Zoho Campaigns account can access this page to enter company-related information. This information will be used in the campaign footer. This lets users know that they have received an email from an authentic source, thereby reducing complaints about spam.

To edit company profile, follow the steps below,

  1. From the Navigation toolbar, click Settings and, choose Company Profile.
  2. Click Edit button found on the top right corner.
  3. Fill out the following fields:
    • Name – Enter your company name.
    • URL – Enter your company website address.
    • Phone – Enter your company’s phone number.
    • Address – Enter your company address.
    • BrandLogo –Add your company logo by clicking the image thumbnail.
  4. Click Update to save the information.

Note

  • Company information will be updated in the footer section of an email campaign.

Add Imprint Information

Before you send an email campaign, make sure your campaigns clearly show who the sender is and provide sufficient contact information to enable the recipients to contact you. This information must be directly and permanently visible to the recipients. This lets users know that they have received an email from an authentic source.

To add imprint information, follow the steps below,

  1. From the Navigation toolbar, click Settings and, choose Company Profile.
  2. Select the Imprint Information subtab.
  3. Click Edit button found on the top right corner.
  4. Fill out the following fields:
    • Authorized representative – Enter the name of an authorized representative of your company.
    • Email address – Enter the email address of the representative.
    • Phone number – Enter the representative's phone number.
    • Postal address – Enter your company's address for correspondence.
    • VATIN – Enter your company's tax identification number.
  5. Click Save to add the information.

Note

  • The tax identification number may not be the same for all countries. Enter the valid identification number used in your country.
  • You can edit the field labels by clicking the Edit Label button found on the top right corner.

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