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Managing account preferences

There are several account level preferences that can be configured in your account. To access all the Account settings, go to Hello YOURNAME > Account settings in the top menu. To change the settings for your account, select Account Preferences in the left-hand menu. This area is divided into sections. 

You must be a “Super Admin” in order to modify Account settings. If you do not have the correct level of access, you may not see all the items discussed in this document.

Opt-in behavior

Update existing supporter records when an opt-in question response is submitted via web page.

If you tick the box and save the page this will be the account behavior…

If a supporter ‘opts in’ for updates through an action page, their question response for that question will be recorded as a Y in the database. If the same supporter visits an action page at a later date and doesn’t tick the ‘opt-in’ box, their question response will now be marked with a N. This behavior will continue every time they visit and submit data on an action page built in the software.

If you don’t tick the check box and save the page this will be the account behavior…

If a supporter ‘opts in’ for updates through an action page, their question response for that question will be recorded as a Y in the database. If the same supporter visits an action page at a later date and doesn’t tick the ‘opt-in’ box, they will remain opted in (the question response will not be changed to N in the database). The only way that your supporters can opt out (and convert their question response to a N) is by clicking on an ‘unsubscribe’ link in a broadcast email, or if you manually update their record.

For more help on setting up and managing opt in questions see this help page.

If an Opt In value is Y, do not display on the page render for the supporter

This setting will hide any opt-in questions on pages if the supporter has already opted-in to them. Note that the software will only be able to do this if it knows who the supporter is, for example:

  • they have landed on the page from an email campaign link
  • they have already submitted their email address on the first page of a petition

Email Marketing Automation

You can set some default account behavior relating to automatically triggered emails (automated emails generated to specific groups of supporters). For more information on how to create marketing automations, please click here.

If you are not using marketing automation, please ignore this section.

Prioritize email triggers (check box)

If the checkbox is ticked, supporters can only be included on one automated email series even if in fact they are found to be on more than one list. 

Enter the maximum number of emails a supporter can receive per week

If you wish you can force an upper limit to the number emails a supporter will receive from the system per week

Cancel pending email when email trigger is inactivated (check box)

With marketing automation you can set up a series of scheduled emails to be delivered to the relevant supporters over a period of days or weeks. You can also activate or inactivate automations. If you tick this box and then inactivate an automation, then all scheduled emails in that series will be cancelled at once. If you inactivate an automation, but leave this box unticked, then the series of emails will run their course for the group of supporters that the software has found prior to the trigger being inactivated. However no new set of supporters will be emailed because the trigger is no longer live.

Include supporters, active in journeys, to all outbound email broadcasts

If you wish to exclude supporters who are in automations from also being in your email campaigns, then check this box. They will be removed at the point of sending (i.e. the query will select the supporters, but the actual send number will be less).

For more information on automation settings, click here.

Base URL

Set the default base URL for campaign pages created within your Engaging Networks account.

You can also add a separate Base URL for your Donation pages under ‘Donation Base URL’

For more on modifying the Base URL, click here.

Recurring Processing

When we process recurring payments, we will try again up to three times. After the initial rejection, we will try again the next day. If this fails, we will try again a final time after a specified number of days. You can specify the number of days to wait for this final try. Note that if the payment fails at this final try, it will be suspended.

Householding

By enabling Householding, account users will be able to manage and tag relationships through the ‘Household Relationship Gadget’ and/or through the import process.

Primary Key Field

The primary key is a unique identifier for your records and is always the email address. However it is possible to add an additional one if required.

Please be sure that a) your organization requires and b) understands what this means to supporter management.

Locales

You can enable localization in your account using the locales settings. With locales you can customize the content each supporter sees based on their language and location. At least one locale must be set up in your account.

Receipting

By default the ID number for a receipt is the unique Engaging Networks transaction ID, however you can also choose to issue a sequentially numbered receipt. For more information on creating receipts, see here. If you are not issuing sequential receipts, please ignore this section.

Turn on receipting number service (check box)
If the checkbox is ticked, the ID that is inserted into a receipt will be the next sequential number in the series based on the initial number entered below. If you tick this you will also be required to Enter the initial receipt number (text box). This is the number that your sequential receipts begin numbering at. This cannot be changed after it has been set so choose carefully.

Attach receipt for notification email (check box)
If this checkbox is ticked, we will also attach a copy of the receipt to your internal notification email for each successful transaction.

Reporting currency

When donations are being processed by us, we automatically do currency conversion to US, Australian and Canadian dollars, as well as Euro and British Pounds. You can select which of these currencies you would prefer to use as your reporting currency.

Receipt Watermark Preferences

You can issue a duplicate copy of any receipt from the Manage Supporters page. If needed, you can also append a watermark on top of the receipt indicating that it is a duplicate.

Locale
The software allows you to create multiple watermarks based on the localizations already configured in your account.

Text
This box lets you specify the text that is overlaid as a watermark onto the duplicate receipt for the corresponding locale.

Campaign References

You can enable five reference fields in this section. These fields allow you to input custom data values that are stored transactionally when a page is submitted. It avoids having to hide a value in a form field, or pass a variable over the URL.

If you tick the box next a field and supply a reference name, that field will become available for use on pages’ admin screens when setting up a page of any type.

These values would be stored in your transactional data for every submission on that page as external reference data. For more information about our Data API, see here.

Expose transaction details

You can also expose transaction details on the pages you are building. Checking this box will expose additional information relating specifically to the transaction on the globally defined JSON object “pageJSON”, which will be available on each stage of the user journey. This is useful when creating transactions with Google Analytics and Google Tag Manager.

Example output from the final stage of a Direct Debit setup donation page:

var pageJSON = {
  "clientId":1234,
  "pageName":"Direct Debit Monthly Setup PDD v4.13",
  "giftProcess":true,
  "donationLogId":595672,
  "campaignPageId":123456,
  "campaignId":1234,
  "appealCode":"",
  "pageNumber":2,
  "amount":1.0,
  "receiptNumber":0,
  "recurring":true,
  "supporterId":2077800,
  "country":"United Kingdom",
  "locale":"en-GB",
  "currency":"GBP",
  "transactionType":"FUR"
}

Visual date and time format

You can select how you wish dates and time to be appear in the dashboard when you are managing pages, email messages, reports, job history etc.

Email To Target

If you do not wish to store copies of supporter messages sent to advocacy targets through your Email To Target campaigns you can check this option. If you do store messages, you can retireve them by clicking open your page.

This is a global setting that applies to all Email To Target pages you create going forward from the point at which you switch this on. Historical supporter messages sent prior to this setting being switched on will not be deleted.

Updated on May 29, 2019

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