Account Settings

• Overview
• Account Info
• Email Sending Defaults
• Billing Contact Info
• CAN SPAM/CASL Compliance
• SMS Settings
• Push Settings
• Secrets Vault

Overview

The account settings page contains information specific to your Cordial account. You may have access to all or some of the platform settings depending on your account set up and enabled features.

You can access the Account Settings page from the account main menu in the top right corner of the platform.

Account Info

• Account Key - Referenced when using embedded Javascript event listeners.
• Account Name
• Business Name
• Primary Contact Name
• Primary Contact Email Address
• Primary Contact Phone

Billing Contact Info

• Contact Name
• Contact Email
• Contact Phone

CAN SPAM/CASL Compliance

The fields below are available as account variables and should be used in the footer of promotional email to help ensure compliance with international regulations. You can use Smarty variables to render their values in a message.

• Business Name
• Address
• City
• State
• Postal Code
• Email
• Phone

Note that these value will be rendered in the footer of the standard opt-out form when using the opt-out link. 

In the next article learn about account transports.

Email Sending Defaults

These will be used as default values when creating email messages.

• From Name - Who the message is from, usually a business name or point of contact.
• From Email Address - This must match the domain set up for authentication on the account.
• Reply Email Address - This can be any address that is set up to receive email (i.e., customer service).

SMS Settings

Access the SMS configuration page by clicking the Edit button to view additional configuration options.

Learn more about SMS channel setup.

• Configure Your SMS Program
• Customize Your Messages
  • Opt-In Message
  • Opt-In Confirmation Message
  • Help Message

Push Settings

Access the mobile push channel settings.

Learn more about Mobile push channel content

• Custom Keys

Secrets Vault

Create secret keys such as the SFTP public key authentication public key and private key pair.

Learn more about SFTP public key authentication.

• Create a New secret
• List of existing secrets
• Edit secret
• Delete secret