Overview settings

Your account settings are the control centre for how Flexmail behaves across all your campaigns, messages, forms, and surveys. Many settings define defaults that apply whenever you create something new, you can always override them per campaign or message, but getting them right upfront saves repetitive configuration.

General

• Update profile: your company name, contact details, and the application language. The company name appears on the public profile page your contacts see when updating their interests or unsubscribing.
• Change password: update the password for your Flexmail account.
• Security policy: 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 pre-fill 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 Wizard template messages. See 'Configure branding in Wizard templates' in the Messages section.
• Media library: manage all images and documents stored in your account. See 'The media library' in the Messages section.

Emails

• Social media: save your social media profile URLs so they're pre-filled whenever you add social media buttons to a message.
• Manage test profile: enter sample contact data to use in message previews when testing personalisation placeholders. See 'Configure your test profile'.
• Link tracking: set account-level defaults for link tracking, including whether to enable Google Analytics tracking by default.

Data

• Set up forms: configure default colours, fonts, banner, and notification settings for all new forms. See 'Configure default form and survey settings'.
• Set up surveys: configure default colours, fonts, banner, and notification settings for all new surveys. See 'Configure default form and survey settings'.
• 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 accumulate before being moved to bounced-out status. 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 with Flexmail. You can also access the full Flexmail API documentation here.

Related articles