Updating Your Company Details

Partners and Agency Providers have the opportunity to edit the Company Profile setting to promote their marketing, services,  and technology resources to partners. You can display a logo image, add a short description (500 characters), and full description (images, lists, formatting, full WYSISYG) and upload a few resources such as case studies or one-pagers.

To edit the company information or the locator profile, follow these steps. 

  1. Navigate to Profile Settings.
  2. Click Company Profile on the left side menu.
  3. Edit the Company Details to comply with SPAM email regulations.

     Parameter

     Type 

    Description 

    Company Name Text Enter the company name. This is a required field to send mailings.
    Company Logo Image

    Upload a logo.

    The logo displays in Partner Explorer for the partner account. It is also used in Partner/Provider Locators.

    Website URL URL Enter your website URL.
    Time Zone Number

    Select the time zone for your organization's location. This is the time zone that the system will use for scheduling messages and processing activities with a time-based execution, such as campaigns and social posts. Your experience is customized based on your browser's time zone. If the time zone is changed, a notification is sent to the Administrator identified during set-up.

    Not sure which time zone to pick? Check out our table below.

    Phone Number Enter the phone number.
    Fax Number Enter the fax.

    Address 1

    Text Enter the address. This is a required field to send mailings.

    Address 2

    Text Enter the second line of the address if there is one.  

    City

    Text Enter the City name. This is a required field to send mailings.

    Country

    Drop-down Enter the Country name. This is a required field to send mailings.

    State/Province

    Drop-down Enter the State/Province. This is a required field to send mailings.

    Zip/Postal Code

    Number Enter the Zip/Postal code. This is a required field to send mailings.

    Opt-In Authorization

    Checkbox

    Enable/disable this option to confirm how opt-in authorization for your emails to contacts is managed:

    • Enabled - opt-in authorization must be confirmed for every contact

      When you're creating contacts, you are asked to confirm their opt-in status for your communications:

      portal_contact_opt-in_authorization.png

      Further configuration is required if this option is set - the link at the top of the Company Profile page takes you to the configuration of the opt-in request email template.

    • Disabled - opt-in authorization is implied for all contacts loaded into your portal. No opt-in authorization is needed prior to marketing to your contacts.

    For more information, see About Opt-In Authorization and Manage Opt-In for Emails to Contacts.

    Unsubscribe Options

    Checkbox Add unsubscribe options to your emails.
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