Set up your Organization Info

Article author
Bryan Garcia
  • Updated

Adding your organization information into WordFly is the first step in setting up your account. This section includes information such as address, website, logo, and primary contacts.

 

Add your organization information

Go to Account > Organization Info to help WordFly provide the best experience for your account.

Organization name This is your full organization name. It will display on your account invoices.
Category

This is used for benchmark reporting.

Industry

The industry is set to Arts, Events and Entertainment or Other when your account is opened by a WordFly representative.

Address Please provide your full organization mailing address, including street, city, state and zip.
Time zone Select the appropriate time zone for your location. This is important for time options in your WordFly account.
Region Select the appropriate English region to use for your account. This is important for displaying the correct language and currency settings across the site.
Website URL Please provide your organization’s website URL.
Privacy Policy URL Please provide your privacy policy URL (if applicable).
Logo for reports

Upload a logo for your Campaign Reports (PDF export). The best size for your logo will be between 1250px width and 270px height, and file types gif, jpg, jpeg, png (non-transparent png).

 

 

To update Organization Info for your account

 

1. Go to Account

 

2. Select Email Settings

 

3. Fill out the form

 

4.  Click Save my changes

 

Set primary contacts

Your primary contacts (account, billing, and technical contacts) will be displayed on this page. These will need to be flagged accordingly in the Users page from the Account section. Click on Add/Edit contacts to manager users.

 

 

 

 

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