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Account Settings Setup

Modified on Mon, 22 Jan 2024 at 05:35 PM

 

In this article, we will cover the Account Setup. Below is a video to help you get started!


 

Let’s set up your account for success!   In this article, you will learn where to change your Workspace details. Give your Workspace a name and change the subdomain so it has your business branding.

You will also learn where to edit your System Emails to your affiliates, leads, and customers; these are sent automatically by ClickFunnels 2.0.

In Marketing Settings, you can set up your Marketing Contact Address to avoid breaking the CAN-SPAM rules and automatically get your emails marked as SPAM. Finally, you can add your Marketing Email addresses (from and reply to). 

Setting up your Marketing addresses is essential because they’re the email(s) and branding your leads and customers will get from you.


Requirements: 

  • An active ClickFunnels 2.0 account

Table of Contents:


Settings: General Settings:

  1. Click on the Settings icon located in the Navigation Menu.
  2. Click on General.
  3. Change your Workspace name as you desire; it can be your Brand Name or Personal Name.
  4. (Optional) Change your Workspace Logo.
  5. (Optional) Change your Workspace & Site subdomain. This subdomain will show in all your Funnels’ URLs.
    Important Note: Select your Subdomain carefully since it is not editable once you choose it.
  6. (Optional) Select the Payment Method type. Please visit Payments.AI’s article Multiple Gateways: How Does It Work and Setting Up Payment Gateway Routing Rules for additional information on directing payment traffic.


  7. (Optional) Add a prefix and suffix to your order numbers.
  8. (Optional) Invite new team members and change team zone and language by clicking the Edit team settings button.
  9. When satisfied, click Update Workspace to save your changes.

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Settings: System Emails:

  1. Click on the Settings icon located in the Navigation Menu.
  2. Select System Emails.
  3. Select the type of email you want to edit. You have Affiliate, Course, Optin, Order, and Community options.

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Marketing Settings

Marketing Settings: General Settings

  1. Click the Marketing icon from the Main menu.
  2. Click on Marketing Settings
  3. Locate the General Settings tab. 
  4. Fill in your Marketing Contact Address.
  5. Add the Unsubscribe footer as you want it to appear in all your emails.


  6. Toggle the button to hide or show your ClickFunnels badge on your pages.
  7. Finally, you will find your Company email addresses.
    a. System Messages From Address:  This email address will send automated system messages.
    b. System Messages Reply To Address:  This email address will receive responses.  Establishing this allows your customers to respond if they are experiencing an issue.
    c. Marketing From Address:  This email address will power your marketing communications.
    d. Marketing Reply To Address:  This email address will respond to your marketing messages.


Marketing Settings: Email Addresses

  1. In the Email Addresses tab, click on Add email address.
  2. Fill in the Email Address details. This will be the email address you send your emails From.
  3. Click on the Add Email Address button.

Marketing Settings: Topics

In the Topics tab, you can create different topics that will help you categorize your broadcasts. 

Please, note that your Topics will be visible to your customers.


Marketing Settings: DKIM Keys

In the DKIM Keys tab, you can see which custom domains have been verified. If there’s an issue with your domain’s DKIM, it will reflect in this area.

 

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