There are some account settings which can be adjusted and applied to your account as default. Of course, you can change them again at any point, or in some cases, each time you create a new message, survey or form (when the settings apply to one of those). You will find different categories of settings in your account. Some of the categories would only be available to accounts with extra-paid features. In the following article you will find what you can adjust in all the different categories.
Here you can set your company's contact details and change the application's language. We display the company name you enter here on the public profile page your contacts will see when modifying their interests or unsubscribing.
You can also easily incorporate these contact details into your messages via personalisation and keep your templates always up-to-date.
You can change your account password on this page.
In these settings you can indicate to automatically approve all new IP addresses, receive an email when someone logs in from a new IP address, receive an email if someone uses incorrect login data for your account 3 consecutive times and enter the email to which the notifications will be sent. You can also set the password expiration interval and limit the reuse of the same password. The password settings will be applied to all the users in your account.
You can change the details we use on your invoices here.
You can find an overview of all your purchased credit packages and their expire date on this page.
This setting is only visible to accounts who use credits.
You can activate a Credits Alert and you can define the minimum amount of credits of your account. When the alert is active, Flexmail will send you a notification email when the minimum amount is reached so you can avoid running out of credits unexpectedly.
This setting is only visible to accounts who use credits.
Enter the URLs of the social media pages which you would like to be set as default to the social media buttons in your email messages. You can still choose the options you do not fill in here in the message itself and place URLs in the message manually.
Manage test profile
Enter example values and select the interest labels and preferences which will be used in the preview of a message to test your placeholders.
Indicate if you would like to include all the links in your messages into Link Tracking and/or Google Analytics.
Manage custom fields
You have default contact fields which you can use to store data from your contacts to your database. If those fields are not sufficient, you can create custom fields. You can choose between the field types free text, multiple choice, numeric and date. The amount of custom fields you can create, depends on the subscription you have.
Manage bounce settings
Determine how often a contact can bounce before they get a status "bounced out". Select whether bounced out contacts will be added to the blacklist or removed from your account.
Set the colours that you regularly use throughout your communication. These colours will appear by default in the different colour pickers in your account.
Update header and footer
Flexmail completes all email messages with a header and a footer. You can remove the header and footer here in the settings, or you can just change their alignment. All your messages will contain an unsubscribe and an update link in the footer. You can indicate to remove those links from the footer in the settings, but keep in mind that an unsubscribe link is mandatory in every message you want to send.
Adjust the house style banner and colour palette of Wizard Templates to your own branding. The settings will be applied to all the new messages that you create with wizard templates. That way, you will avoid adjusting them every time, but you will still be able to override the default settings for each message.
Set up forms
You can define the default language and colour palette of your forms, upload a banner and indicate if you would like to receive a confirmation email after every form completion. These settings will be applied to all the new forms that you create. That way, you will avoid adjusting them every time, but you will still be able to override the default settings for each form.
Set up surveys
You can define the default language and colour palette of your surveys, upload a banner and indicate if you would like to receive a confirmation email after every survey completion. These settings will be applied to all the new surveys that you create. That way, you will avoid adjusting them every time, but you will still be able to override the default settings for each survey.
Web Tracking is an extra-paid Flexmail feature, so this setting will not be visible to all accounts.
Here you can set up conversion goals for your Web Tracking. By using conversion goals you can keep track in what way has a campaign contributed to the number of conversions on your website. Defining your conversion goals is one of the preparations you need to make before setting up Web Tracking.
You can generate a real-time PDF report with the most important campaign results. In the settings you can upload a banner, indicate the information you would like to receive in the report, plan when you would like to receive it and select the recipients.
Add or remove senders
In this category, you can set up Sender Validation and Email Authentication for the email addresses which you use or would like to use in your account.
Personal access tokens
Personal access tokens enable you to setup connections with your CRM, CMS, website or platform. Create tokens here to gain safe access to your Flexmail account.
- Configure house style in Wizard templates
- Configure PDF reporting
- Configure blacklisted contacts
- Configure bounces
- Configure Link Tracking
- Configure email header and email footer
- Configure updatable fields
- Configure your test profile
- Configure default form settings
- Configure default survey settings
- Create a custom field
- Configure Sender Validation and Email Authentication
- Social media (pages) in messages
- Configure your password policy
- Configure house style settings (branding colours)