Overview settings

Your account settings are the control centre for how Flexmail behaves across all your campaigns, messages, forms and surveys. Many settings determine defaults that apply whenever you create something new. You can always override them per campaign or message, but setting them up correctly in advance saves you repetitive configuration.

General

• Update profile: your company name, contact details and the application language for the account owner. The company name appears on the public profile page that your contacts see when they update their interests or unsubscribe.
• Change password: update the password for your Flexmail account.
• Security: configure login security, including IP monitoring, notifications for suspicious login attempts and password requirements for users. See 'Configure your security policy'.

Branding

• Brand kit: set your logo, brand colours and fonts. These are pre-filled in the Email Builder whenever you create a new message and apply across all Flexmail system pages. See 'Brand kit'.
• Update header and footer: choose which elements appear in your email header and footer by default. See 'Email header and footer' in the Messages section.
• Manage templates: manage the templates available in your account.
• Wizard templates: set a default banner and colour scheme for messages based on Wizard templates. See 'Configure branding in Wizard templates' in the Messages section.
• Media library: manage all images and documents stored in your account. See 'Media library' in the Messages section.

Emails

• Social media: save the URLs of your social media profiles so they are automatically filled in when you add social media buttons to a message.
• Manage test profile: enter sample contact details to use in message previews when testing personalisation placeholders. See 'Configure your test profile'.
• Tracking: manage your tracking settings here, divided across three tabs: 
  • Open tracking (open tracking and the open tracking consent policy) 
  • Click tracking (the default value for click tracking)
  • UTM tagging (automatic UTM parameters, previously Google Analytics link tracking). See Tracking settings.

Data

• Set up forms: configure default colours, fonts, banner and notification settings for all new forms. See 'Configure default settings for forms and surveys'.
• Set up surveys: configure default colours, fonts, banner and notification settings for all new surveys. See 'Configure default settings for forms and surveys'.
• PDF reporting: configure the banner and data included in PDF reports generated from your campaign results. See 'Configure PDF reporting.

Contacts

• Manage custom fields: create and manage the custom contact fields available in your account. See 'Contact fields' in the Contacts section.
• Manage bounce settings: configure how many bounces a contact can collect before moving to bounced-out status. The default is 3 for both soft and hard bounces. See 'Configure bounces'.

Sending settings

• Add or remove senders: validate email addresses you want to send campaigns from. See 'Sender validation and email authentication' for full details.

API

• Personal access tokens: request your personal access token to securely connect your CRM, CMS, website or platform to Flexmail. You also have access to the full Flexmail API documentation here.

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