Once you enter the platform the first thing you need to do is create your profile.
Click on your account name in the top right hand corner of the platform and select ‘My Profile’ from the drop down menu that appears.
Next, fill in your profile details.
Contact Details: Name, email, phone etc. These will be used if we need to contact you.
Company Name: Your company name will appear in the footer of any emails you send out. It will also appear as the sender’s name by default!
Website: This is the URL of your company website. It’s opened when an email recipient clicks on your company name in the email footer.
(VAT number is for billing purposes.)
Brand Colour: This is used in branded email templates. These templates use your brand colour for titles, banners and backgrounds.
Logo: This is used in branded email templates and sign up forms. The idea dimensions are 400 x 150 pixels (Please contact us if you need help configuring this).
Credits: These are credits for amount of emails and SMS you can send. Contact firstname.lastname@example.org to update
Settings: Language, you can also subscribe (tick the box) to be emailed a transaction report every Monday at midnight.
Reporting: Typical customer spend per visit. This can help estimate the financial benefit of your promotions and campaigns.
Next, ‘Save’ and return to the platform.
Next step: Create Locations