Topics > AgencyBuzz > KB ID # 766

KB ID # 766
Last Update : 2011/04/25
Rating : Not Rated
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Question / Issue
How do I configure general account settings?

Answer / Solution
  1. From the home screen click the Account Settings button on the Advanced section of the tool bar.
  2. When the window opens, click the General button on the Show section of the tool bar.
  3. Fill out all information as possible.
  4. The Account Name is the name of your agency that you want to display in emails.
  5. The Account E-Mail is the e-mail address that you want use as a default.  The system will use this email if no other email is presented.
  6. The Billing Address needs to be filled out fully.
  7. The Mail as Address needs to be be filled out fully.  This will be displayed in the footer of emails for CAN-SPAM compliant reasons.
  8. Under the Internet section fill out all of your Internet addresses.  This will allow the system to add links to your mailings automatically.
  9. Under the Other section you can select further advanced settings including:
    • Default Display As Format - Default Display As Format for a new contact.
    • Embed Images - Allows the system to attach e-mail images to the mailing.  This increases deliverability but will cause issues in the open tracking.
    • Available to Send - Allows you to set the time that you want the system to send the e-mails.  You can restrict it by day of week, holiday and hour.
  10. Once completed click the Save button to save your settings.


Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=766
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