Features by Screen: Settings

Settings

The settings area is pretty self-explanatory. It's where you'll set (or edit) your personal settings. This is also the place where you'll fill out the information for other people on your team that you can use to merge into emails and postcards as "Staff Custom Fields." Learn all about using Staff Custom Fields.

Verifying Your Personal Info

Click on the ‘Settings’ link in the upper right.

1. Verify and update all fields. Be sure to fill out the Business Info section because we'll use that address as the legally required physical address in all your mass emails. If you don't fill it out, we'll use the address you signed up with, which may be your home address.
2. Click ‘Save’.

That’s it! Whenever your personal contact information changes, simply update this section.  

Staff Custom Fields

[Note: OfficeAutopilot customers only]

This is where you can populate the information used in the Staff Custom Fields that you set up in the Admin menu.

Change Password

Pretty self-explanatory, but important nonetheless. This is where you can change the password you use to log in to your account.

Timezone

Another easy, but important one. You want to make sure this is correct, because your sequences depend on this. If you set a specific time for an email to go out in your sequence(s), it will be based off of this time.

Email Parsing Address

[Note: SendPepper Habanero and above only]

This is probably one of the coolest features in SendPepper. Email parsing allows you to have all your email correspondence (ingoing and outgoing) between you and your customers added to the appropriate contact log REGARDLESS of what email client you use. That's right, whether you're emailing from Yahoo, Outlook, Thunderbird, WHATEVER; you can have those emails added for quick reference to your SendPepper/OfficeAutopilot contact logs. For incoming email, you'll want to forward all incoming mail to the parsing address. For outgoing, you most likely want to bcc your outgoing email to the parsing address. Bcc (or blind carbon copy) is usually best as some recipients are a bit leery to see that the emails they've received from you have also been copied to another address if they don't know what it is. For help in setting this up, the best and most up to date information should be in the help materials provided by your email provider (for Outlook and Thunderbird users, the in system help will also have this info). No luck there? Give us a ring or send up a ticket and we'll see if we can help.

NOTE: Gmail has recently updated their forwarding options to require a confirmation, we have contacted Google Apps Support and there is no was to disable this. Unfortunately our parsing address has no inbox, therefore we cannot grab the confirmation number and complete it. The workaround for now is to download Mozilla Thunderbird(which is just like Microsoft Outlook) and connect the App to your Gmail account, then set up forwarding via Mozilla Thunderbird.

FAQs

Some questions we've heard...

"Hey! Why did my home address show up at the bottom of my outgoing emails?!"

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