Managing your account settings and options

Contents

Editing your details
Managing your account settings
   » Localisation
   » Customer service address
   » Regulatory settings
   » Unsubscribe and preference centre settings
   » Features
   » Security - Two-factor authentication
   » Google Analytics

Summary

You have a number of account settings and options with which to manage your account. This includes changing and editing your account's details, preferences and features, setting up managed users, restricting managed users' access, etc.

The settings menu appears when clicking the person-and-cog icon positioned in the bottom left corner of the screen.

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Please note that some options on this menu will not be available to users.

Click on the Change password link at the head of the menu if you wish to change your password.

Editing your details

At the head of the menu, click on the Edit details link in order to edit your own details in the 'My details' section.

Here you can update your name and contact number.

If you wish to change your email address, you'll need to contact our support team.

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Remember to click Save at the foot of this page in order to commit any changes you've made.

Managing your account settings

Select Account at the top of the settings menu and then select the Account settings tab.

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In this tab you can set localisation preferences, set your customer service address (useful for automatically inserting into campaigns using the $SENDERADDRESS$ placeholder), enable features, increase security with two-factor authentication, and authorise Google Analytics.

Localisation

Each account can be set to display content in a specific language and time zone, plus default encoding can be changed.

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Currently the following languages are fully supported:

  • English (United Kingdom)
  • English (United States)

Other languages - French, German, Italian, Portuguese, Russian, Spanish and Latin American Spanish - are currently available for testing only, and as such are not fully supported across the whole application.

The account time will update to use the daylight saving time of the selected time zone.

Default encoding may need to be adjusted if you want to create emails in multiple languages and alphabets.

Customer service address

You can include an automatic customer service address in your emails. 

Enter an address here and any instance of $SENDERADDRESS$ in your campaigns will be replaced with this address (you can add this to campaigns easily by clicking on Data fields from EasyEditor's toolbar and then selecting 'Sender address' from the side panel that appears).

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This is especially useful if you're based in the US, or are sending into US inboxes, and thus are required to comply with CAN-SPAM regulations. In these circumstances, having a clearly visible postal address for recipients to reply to is a legal necessity within your campaign and, as such, this marker should be included in your campaigns.

Regulatory settings

You can enforce different verified double opt-in settings on your account.

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The regulatory settings that can be enabled and disabled are:

  • Do not enforce double opt-in - This means new contacts will never be sent an automatic verified double opt-in confirmation email (but you can manually send a contact a verified double opt-in confirmation email by changing their opt-in type to 'Verified double').
  • Enforce double opt-in for signups from signup forms and some API methods only (default setting) - This means new contacts signing up from a signup form will automatically get sent a verified double opt-in confirmation email, as will individual contacts added through the API. New contacts coming through any other channel won't get one.
  • Enforce double opt-in for all signups, including bulk uploads - This means all new contacts will automatically get sent a verified double opt-in confirmation email, regardless of how they're created.
  • Expire pending contacts after 30 days - This means pending contacts will be removed 30 days after the date that they were last sent a verified double opt-in email.

Unsubscribe and preference centre settings

You can choose what happens when a contact clicks on 'Unsubscribe' in your emails, and which preference centre is shown when a contact want to change their marketing preferences.

Upon clicking 'Unsubscribe', you can either show the preference centre - allowing contacts to adjust their personal information, and opt in and out of marketing preferences and address books - or show the one-click unsubscribe page.   

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You can also choose whether the preference centre shown is the default one, or a custom preference centre on a URL or on one of your landing pages. You can preview your chosen preference centre too.

When saving settings for a custom preference centre, you'll be asked to confirm it has a way for contacts to appropriately unsubscribe in a manner that fulfils your obligations under the appropriate regulations.

Show the preference centre when a contact unsubscribes - The preference centre allows contacts to adjust their personal information, or opt in and out of address books, when they go to unsubscribe. Not having this enabled will just show the basic 'opt me out' button instead.

Features

Under this section, you'll find a number of features you can enable by checking the appropriate box.

There are permanent features, whilst there may also be varying beta features listed here. When beta features are released with a standard upgrade of the application, they'll become available for enablement in this section. They'll remain here until the next major quarterly release of the application, at which point they'll become fully released features and will be removed. 

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The permanent features that can be enabled and disabled are:

  • Include attachments in forwarded replies - In order to protect you from any potential threats, campaign replies forwarded with attachments are, by default, removed (they're accessible to download through the user interface). However, you can allow them by checking this feature.
  • Enable send throttling - If you want to spread the sending of a large campaign over a longer period of time, rather than send at our default 'large send' speed, check this feature.
  • Enable contact scoring - Contact scoring allows contacts to be scored based on their engagement and the data you hold on them. When enabled, a 'Contact scoring' option will be available to all your account's users in the 'Contacts' menu. 
  • Display account time in header - This will display a clock for your time zone in the top left hand corner of the application header. This is useful if you have users in a different time zone to you, as the same clock will display for them too and everyone will be able to see and reference the time as set in your main account.
    display_account_time_in_header_el.png

Security

Two-factor authentication

Under the 'Security' section, you can secure your account with two-factor authentication by checking the box.

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Google Analytics

You can also enable and authorise a connection to your Google Analytics data so it can be pulled into your campaign reporting when tracking links with it. This means you don't also have to have Google Analytics open alongside our reporting. 

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Don't forget to click Save settings after changing anything in the 'Account settings' tab, otherwise your changes won't get applied.
Have more questions? Submit a request

Comments

  • Avatar

    How to deactivate a dotmailer account completely? 

  • Avatar

    Hi Noumaan,

    If you are talking about deactivating your main account overall (and not a child account, or in other words a 'managed user', which is an account managed from your parent account), then you're best contacting your account manager about that. If you're not sure who your account manager is, contact the service desk on  support@dotmailer.com.

    However, if you do want to deactivate a child account then this is done by mousing over Hi [your name]! in the top right of the screen, selecting Manage users, clicking Edit next to the managed user you'd like to disable and then disable accordingly by unchecking the Enabled box. The article  Restricting access to managed users may be useful if you happen to be looking for more specific ways to cut the permissions of a managed user.

    Alternatively, you could delete a child account entirely, if that is more appropriate for your needs. To do so, select the account under 'Manage users' by checking it in the box and then click DELETE.

  • Avatar

    How do we change the account login email address? 

  • Avatar

    Hi,

    To change the account login email address, you'll need to contact the service desk on  support@dotmailer.com with your request. This can't be done from within the application.

  • Avatar

    Hello - we no longer see under "Features" the option for preference centres. Has this been removed?

  • Avatar

    Hi,

    It seems that you're not seeing this option because your account has a US locale and, due to CAN-SPAM restrictions, a preference centre isn't compliant and is not available for selection.

    If you need further information, you can visit this link on CAN-SPAM compliance - https://www.ftc.gov/tips-advice/business-center/guidance/can-spam-act-compliance-guide-business - or contact support@dotmailer.com.