Shortcuts Marketing Plus : How to Update Your Company Settings and site Preferences

Getting Started: Accessing Settings

1. Log in to your Marketing plus account.

2. Navigate to the Admin Panel

   • Click on Admin at the top of the page under your profile options.
   • Select Update Company Details from the menu.

3. Enter Your Business Information

   • Business Name: Ensure this reflects your official name.
   • ABN Number: Add your Australian Business Number (if applicable).
   • Business Description: Optionally, include a brief description of your business.

4. Provide Contact Details

   • Enter your email address, phone numbers, and fax number (if applicable).
   • Add your business website URL.

5. Update Your Address

   • Enter your primary address for business operations.
   • Add a postal address if different from the primary address.

6. Save Your Changes

   • Once all details are updated, click Save to finalise the changes.

Site Preferences 

1. Navigate to the Admin Panel

   • Click on Admin at the top of the page under your profile options.
   • Select Site preferences from the menu.

The Configuration Tab includes essential settings for general account preferences.

Key actions:

• Time Zone & Language: Set your preferred time zone and language.
• Email Preferences: Update the "from" email for campaign reports.

• Save Changes: Always press Save after making updates.

Campaign Settings Tab

Customise your campaign details to reflect your business branding:

• Campaign Sender Information:
  • Enter your business name (displayed as the sender).
  • Add the "from" email address used for sending campaigns.
  • Specify a reply-to name and reply-to email address for client responses.
• Email Alignment:
  
  • Choose the default alignment for your campaign content.
• Campaign Features:
  • Enable or disable features such as:
    • "Can't Read This" links (displayed above the content).
    • Trackable email links.
    • "Refer a Friend" links.
    • Campaign approval processes.
• Notifications: Enter an email address to receive campaign notifications.

Social Media Settings

Streamline your social media integration:

• Add Social Links: Enter URLs for your social media pages. These will automatically populate in drag-and-drop templates.
• Save Changes: Remember to press Save.

SMS Provider Selection

• View SMS account details (You will only have to manually add details here if you have a head office account)
• Press Save to confirm after a manual update.

Adding Your Business Logo

Personalise your account with your branding:

1. Click on the Logo Tab.
2. Press Choose File and upload your business logo.
3. Optionally, add a hyperlink to the logo.
4. Press Save to finalise the update.

Key Takeaways

• Regularly review and update settings to ensure campaigns reflect your current branding and preferences.
• Save changes after every update to avoid losing your configurations.
• Use integrated social media links to auto populate links in drop and drag campaigns