In this tutorial where we talking about the general settings in Zoho marketing automation,
so you know how to access it and what they actually do for you.
So let's log in, and I'll see you there.
Alright, now that we're logged in, let's go ahead and check out the general settings under
the Settings tab.
Let's go down here to the bottom left.
And over here, you can see all of these options under the general settings.
So we have our profile, our company details, our notifications, our subscription, our compliance
settings, and managing our opt in.
So let's click on each one of those individually and see what they look like.
So under a profile here, we can go in and update our information.
This is just basic information on ourselves on our business, we can change the region,
we can change the city, we can change our first name, last name formats, or we can change
the country.
So we're not going to add that now.
Because this is a demo account.
For us, that doesn't really matter, we should definitely be adding this and making sure
that all looks good.
So let's go back to our settings.
And let's check out the company details.
Again, there's more information here on the company details, you have your address, your
website, URL, phone, industry privacy policy, like in terms of use, I really recommend putting
these on here, they do help in the sense that you can include your privacy policy link and
Terms of Use link as variables in different emails.
So it can be important to have this in there.
And it's just one less thing you don't have to worry about.
So make sure that you update this information and get set up.
Let's go back to the settings, let's check out the Notifications tab.
So over here, we have different campaign notifications.
So we want to say based on days, weeks, months, or once in two days, let's get this information
and receive a report via email.
So it does allow email reports of what our campaigns are doing, how they're operating.
And then we also have a mailing list.
So we can get notifications based on mailing lists and who's opt in who's deleted, we can
set that up properly as well.
So I'd recommend signing that up.
If it's something that is important to you.
If not, it's fine, you can leave it as long as you are still getting your information,
it doesn't really matter.
So over here, we can look at our subscription.
And what we're doing right now you can see that we're on the Zoho one enterprise licence.
And that gives us this many leads.
So you can go through and upgrade over here, change credit card details over here.
So that will just open up a new page to your billing details.
Or if you want to upgrade that again, goes to the Zoho payments page.
So it links all directly to that.
Or you can also delete your account from here as well.
So those are a few options there.
And then we have our compliance settings, which is whether we are GDPR, or HIPAA compliant.
And so if you want to be compliant with that, you just turn these on, the settings will
set up and make sure that your system is set up to make sure that you are compliant with
these different rules and regulations.
So so that is important.
If these do apply to you, I really recommend doing it just to make sure and it can't hurt
to just be on the safe side and make sure you are GDPR and HIPAA compliant.
That way, you know, you're always going to be compliant when sending out emails, and
you're never going to be in the wrong and it'll be tracked as such.
So that is one extra safety or security net on the back of your mind.
So you don't have to worry about spamming people or anything like that.
If we go back to the settings, the last one want to talk about is managing our opt in.
Now I mentioned in a previous tutorial that we had to go and talk with support to set
up the double opt in or single opt in this looks like this is a new option.
I'm not sure if this is new to us only it was only a few days ago, we had to go and
request it.
So it seems like this is relatively new or maybe it hasn't been rolled out to every account
yet.
But this is where you go to manage your opt in, you can set up your double opt in or you
can set up the single opt in by disabling it.
So you have a couple of different options here.
And basically anyone that comes in is going to get this email the first time and they're
going to have to subscribe.
Again, when it comes to your newsletter.
This just makes sure that everyone who's getting added to your list actually want to be on
it.
So it helps keep your list more fresh and less spammy.
So this is a good thing to do, I recommend doing it.
However, I know there's a lot of businesses out there that this is just an extra step
for their users that they're just not going to enjoy.
A lot of people don't understand it, and they don't know that they need to do it.
So a lot of people are going to forget.
So it's going to definitely cause some issues with building that list of yours.
Now you can go in here and update it and change it to make it look nicer.
So you can change the page heading body button and the logo you can save and continue on
from there.
We're just going to close this for the time being you can also go over here and change
the settings the subject line sender name, sending address all that kind of good stuff.
And that will make sure that your emails are going out properly to make sure that they
are getting confirmed and going through the double opt in procedure correctly.
So that is it for this video.
We've gone through all the general settings and we're gonna continue to dive into a few
more of those settings in the next few tutorials.
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