Setting Profile and Account Information

  • Updated

Configure settings for your individual profile & your Act-On account, including company address & password. Admins can also update password and sign-out policies.

Update Your User Profile

  1. Click your name in the upper right corner and select Profile.
  2. In the Overview tab, click Manage profile.
  3. Enter your First name, Last name, Job title, Phone number, Mobile number, Fax number, and Street address, along with the City, State, ZIP code, and Country.
  4. Choose the appropriate Time zone.
  5. Click Save.

Update Account Name & Addresses (Admin only)

It's important to add accurate contact information to your Act-On profile to be pulled into your email footers, a key part of CAN-SPAM compliance.

  1. When signed in as an administrator, go to Settings > Other Settings > Custom Account Settings > Company tab.
  2. On the right of Company name, click Edit, add or change your Company name, and click Save.
  3. Similarly, click Edit to change your default Account time zone, & Account address.
  4. If you'd like to add an additional address, click the +Add address button, enter an Address name, Street address, City, State, and ZIP code, and click Save.

Read more about using an additional address in a footer.

  • Your address can be your current physical street address, PO Box, or a private mailbox as long as they are registered with the US Postal Service.
  • Your company address will appear in email footers that include the {{Account.COMPANY}} and {{Account.BIZ_ADDRESS}} personalization fields.
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  • If you create custom footers, make sure that you include these personalization fields via the Sender Personalization tab.

Update Password

  1. Click your name in the upper right of the screen, then click Profile.
  2. Click the Security tab.
  3. Enter your Current password.
  4. Enter a New password based on your account's password policy, as stated beneath the New password text box.
  5. Re-enter your new password in the Confirm password text box.
  6. Click Update password.

Customize Password & Sign Out Policies (Admin only)

Each company has preferences on security policies for password protection and automatic sign-out. Act-On allows you to customize these to your preference.

  1. When signed in as an administrator, go to Settings > Other Settings > Custom Account Settings > Security & Policies tab.
  2. On the right of Password policies, click Edit.
    • Pick a password Length policy.
    • Pick a required password Complexity policy.
    • Pick an Expiration policy.
    • Pick a password History policy.
  3. Click Save.
  4. On the right of Automatic logout, click Edit.
  5. In the Timeout list, select the period of inactivity after which Act-On automatically signs users out.
  6. Click Save.

Update Notification Settings

Act-On allows you to manage your notifications and alerts for when an email you have created has been launched. To do this:

  1. Click your user name in the upper right of the screen, then click Profile.
  2. Click the Notifications tab.
  3. Toggle to enable or disable email notifications for a launch.

Tip! A banner appears stating that email notifications have been enabled or disabled. You do not need to save.

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