How to setup your Organization Info

 

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


Topics covered in this article:

Filling out your organization information

Primary contacts

 

 

Filling out your organization information

  

Go to Account > Organization Info to help WordFly provide the best experience for your account. There are several updates to make in this section:

  • Organization name: This is your full organization name and 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 full 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 300px width and 50px height

 

Instructions 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.

 

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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