Your Personal Contact Settings
Go Account Details to edit your name, update your password and manage your email address. If your email account has permission to send from another email address, you can click 'Update Email Address' to add another email you want to send from. Before saving this page, make sure you select which email address is primary/default.
This is the email that we will use to contact you about your Replyify account. For example, if you need to change your password or if there is a problem with your account.
How do I know if I have permission to send from another email address?
Every company and email provider (Gmail/Outlook) handles this differently. This is typically referenced as a 'send mail as' or 'send from' permission. Gmail has a great post on this here and if you have permission to send from another email address, you can add the email address in the 'Manage Email Address' section.
Account Diagnostics and Troubleshooting
If your email campaigns stop sending and you don't know why, the first place to check is your Account Diagnostics. If your account is 'Flagged' or IMAP/SMTP is not connected, please review your email setup here. If you don't see green check marks next to each category, then you know where the problem lies. If you have questions about how to fix something please email firstname.lastname@example.org.
Adding Team Members
Teams are very flexible. You can manage or be a part of multiple teams at one time. Teams can be used to segment groups of similar users for custom reporting, access management and sharing templates. If you are a team admin, you can also control billing for team members.
You can add a coworker to a team or you can add people from outside your company (ie - you run an agency and manage outbound campaigns on behalf of your clients). They will receive an invite which will need to be clicked to confirm their participation on your team. Here's a more detailed article on inviting team members.
If you are the designated Team Owner for your company, you can request permission from a Team Member you invited to access their account with our one click 'switch accounts' option. This requires a Pro Subscription and once enabled, you will be able to jump to a Team Member's account to view campaign stats, edit campaign templates, add contacts and more. Want to test this out? Drop us a note and we can enable the switch accounts feature in your account.
What else would you like see in our platform to more efficiently manage your team? Reply back to email@example.com with your suggestions!