Account Settings

Account Settings

In the Account Settings, you will find the ability to configure and customize your DailyStory account information, such as the account name and logo, reporting goals, key contact information and social media links.

To access your Account Setting options, navigate to your Profile Menu in the top right-hand corner and select Account Settings from the drop-down list:

This navigates to the Account Settings:

Account Name

Your account name is required account information. You can change the name of your account as you prefer.

Account Logo

DailyStory uses your logo for your account login icon, DailyDigest reports, unsubscribe responses and other internal automated content.

Account Owner

The Account Owner is the user identified as the primary owner of the DailyStory account. To change the owner, select a different user from the drop-down list, and then save the changes. By default, some features, such as Text Messages, will send notifications to the Account Owner if no other notification recipients are configured.

Brand Kit

Setting up your Brand Kit allows you to utilize these saved colors, logos and other features throughout the system.

Report Goals

Adding Report Goals is a way to customize your threshold for marketing.

Every reporting dashboard opens with a Performance summary: each metric is drawn against a goal, marked on its bar, and called out as on or below goal. Those goals start as the industry benchmarks we ship — set your own here when a benchmark is not the KPI your team is held to.

Every field below starts on the goal in force today. Change a number to make it yours; put the benchmark back — or clear the field — to go back to ours. Every goal is a percentage between 0 and 100, and applies to everyone in the system.

Company Time Zone

It's important to set your company's time zone, as this determines the default for how dates and times are shown in your account and when schedule content is sent, like emails and text messages.

Company Contact Information

You can specify your website URL, phone number, and physical address. This information is used for CAN-SPAM compliance and is automatically populated for email footer widgets in the designers and when using personalization.

The address is also required to be set if you wish to use geocoded lead routing.

New Lead Flags

When New Lead Flags are turned on, contacts that are new to your account are automatically tagged New Lead. This makes it easy to find them in Contact Search, build a segment from them, and start an automation targeting new contacts.

The New Lead tag is applied the first time a contact is created in your account, regardless of how they arrive — whether through a form submission, import, API, or manual entry.

Links

Pre-load your social media account addresses such as Facebook, Twitter, YouTube, and so forth so that they are automatically linked to social media icons in the different designers. This also makes them available in personalization.