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 contacts.
Add your organization information
Go to Account > Organization Info to set up basic info.
| 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
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Go to Account
- Click Organization Info + Contacts
- Fill out the form
- Click Save
Select an account owner
The account owner serves as the main point of contact for your organization. This person should be the user who knows the most about your WordFly account. They will also have sole access to our online payment system. They are responsible for adding your credit card or banking details into the payment site. Once selected, only the account owner can transfer ownership to another person.
The designated person should meet the following criteria:
- Be a WordFly user with Manage Users permission. To view which permissions you have, click your name in the upper-right corner of WordFly.
- Be authorized to access your company’s banking details and make payments
- Have an understanding of your organizational security and data management needs
To select an Account Owner for your account
- Go to Account
- Click Organization Info + Contacts
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Click the Select button at the top
The Select button will be greyed out if you do not have Manage Users permissions. -
Select from the list of available users and click Save
If needed, add a new user.
If you don’t select an Account Owner, we will select one for you in your WordFly account based on recent login history.
Learn more about what the Account Owner and contacts can expect
Review contacts
Your contacts (account, billing, and technical) will be displayed on this page. Click on Add/Edit to change your contacts. This will take you to the Users page. Then, click on a person’s name to select which type of contact they should be.