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Company Profile

Important: Administrative permission is required to access the Zift123 Settings. For more information, contact your supplier point of contact. 

Overview

In the company profile, you will provide basic information about your company. It is important to complete the Company Profile as this information will auto-populate campaigns, forms, and other messaging sent to customers. You company address is required in mailings in accordance with SPAM email regulations.

How to Add Your Company Profile

    1. Locate Settings in the drop-down box next to your name in the upper right corner of your screen.
    2. Select Company Profile from the left-hand sidebar menu.
    3. Complete the fields with your company's details.
      1. While these are standard fields the Company name and address are required to send mailings. 
      2. Time Zone is the time zone the system will use for scheduling messages and processing. Your user 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.timezone_notification.png
    4. Select your Options. Depending on your supplier's setting options, you may have additional options to select or complete.
      1. Web plugin options - If your supplier provides syndicated content, check this box if your website is SSL (https) enabled. It is important that you select this option before activating any plugins. 
      2. Opt-in authorization - Add global opt-in authorization to your emails.
      3. Unsubscribe options - Add unsubscribe options to your emails.
      4. Sharing permissions - Indicate if you would like to share contacts, accounts, and campaigns with suppliers via their PRM.  This is a global setting and not specific to individual suppliers. Contact your Zift Customer Engagement Manager for help with this setting.
    5. Complete any additional Custom Fields.
    6. Save.

 

 

Back To Top

Continue Getting Started With Setting Up Your Settings
  1. Company Profile
  2. Manage Users
  3. Email Notification Setting
  4. Social Media
  5. Website Analytics
  6. Suppression List
  7. CRM Settings
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Comments

  • Avatar
    Sharad Hedge

    it doesnt' tell me where to go to change these setttings.

  • Avatar
    Zift Documentation

    Hi Sharad - You can find the settings in the upper right corner of your screen. Click on the arrow next to your name and then select Settings > Company Profile. You need Administrator permissions to make the change.

  • Avatar
    SoftTrend

    Hello,
    Kindly be noted that i didn't find settings tab to set up my company profile. so please advise

  • Avatar
    Zift Documentation

    You must be logged in as Administrator to access Settings.

  • Avatar
    Fatmah Ismael

    How to log in as administrator?

  • Avatar
    Zift Documentation

    Administrator is a role that is assigned to your user account within your company. This role can be provided to you by your current Administrator.

    An easy way to determine if you are an Administrator is to see if you have access to Settings under your name in the top-right corner once you are logged-in.

    If you do not have access and would like it, please contact support@ziftsolutions.com and we will identify your Administrator so that you can independently request access.

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