The Settings section of your account allows you to configure key details, manage access, and customise how your database is structured. This ensures your system is secure, organised, and aligned with your long-term marketing goals.
Topics:
Within Settings, you can:
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Modify account details (e.g. name, country, time zone)
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Add and manage users
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Define roles and control permissions
- Add and verify domains
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Manage contact fields
How to Access Settings:
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Go to the top-right corner of your screen
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Hover over your profile picture
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Select Settings from the drop-down menu
📞 Account details
The Account details section lets you set up and manage the basic information for your account. These details help ensure your campaigns are scheduled correctly and your account is easily recognisable.
What you can update:
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Account name – A clear, recognisable name for your account.
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Street address – The main business address.
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City, State, ZIP code – Location details for your venue or business.
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Country – Select from the dropdown list.
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Time zone – Choose your local time zone. This is important as it affects when campaigns are sent and scheduled.
🌐 Domain setup overview
The Domain setup section is where you authenticate your email-sending domain in Connect. This is done by adding DNS records such as SPF, DKIM, DMARC, and bounce/return-path. These records prove you own the domain and authorise Connect to send emails on your behalf.
There are four updates required to the DNS of your domain. A quick explanation of the updates:
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Verified – Confirms your domain ownership
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Authentication – Shows if key records are set up correctly:
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DKIM – Confirms your emails haven’t been altered in transit
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SPF – Authorises your sending servers
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DMARC – Protects against spoofing and phishing
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Bounce – Ensures bounce handling is configured
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How do I make the required updates?
There are two main steps to setting up & authenticating your domain:
- Add the domain to your Connect CRM account.
- Update the DNS of your domain.
Once the above two changes have been made, it can take 24-48 hours to become live.
What happens if you skip it?
Without domain authentication:
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Your emails may be flagged as spam or fail to deliver.
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Campaigns could send from a default fallback domain instead of your brand.
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Venue notifications and form emails may not reach recipients reliably.
Where to do it:
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Go to Settings > Domain setup in Connect.
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Add your domain (e.g. yourbusiness.com).
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Update the DNS records provided (SPF, DKIM, DMARC, bounce/return-path) in your domain host (e.g. GoDaddy, Cloudflare, Squarespace).
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Return to Connect and click Test DNS to verify.
💡 Tip: Complete all verification steps (DKIM, SPF, DMARC) to improve deliverability and protect your sender reputation. Make sure all authentication records show as verified before launching campaigns to maximise deliverability.
Once the updates have been made, click on "Test DNS" within the Domain Setup section of Connect to verify. You must see green ticks for each of the four items.
Depending on the "TTL" of your DNS, the changes will not propagate instantly. So, you will need to wait (24-48 hours is the average) for your changes to become live before they can be seen by our platform.
Once you see green ticks, your domain is ready and can be used.
👉 Follow this article for the full step-by-step instructions on how to add your domain and update your DNS records: Email Authentication and Delivery. A guide to managing SPF, DKIM, DMARC and the domain setup page
👥 Users
The Users area lets you create and manage every individual who requires access to the account.
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Each person should be set up as a user with their own login.
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This ensures accountability and secure access.
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Users can be assigned different roles depending on their responsibilities.
💡Tip: You can control (via roles) which areas of the system each user can access, helping to safeguard sensitive features. You can read more about Users in details in this article Users Overview
🔐 Roles
Roles define access levels and permissions for users.
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System Roles: Pre-configured default roles make initial setup quick and easy.
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Custom Roles: You can create your own tailored roles to suit your business needs.
Example: You might create a “Manager” role with full reporting access, while restricting “Staff” to order management only. You can read more about Roles in details in this article Roles Overview
🗂️ Contact Fields
Contact Fields are the data points stored in your account’s database. They define what information you collect about your customers.
Default System Fields
Each account includes these pre-set fields:
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Name
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Surname
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Email
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Mobile
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Date of Birth
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Tags
Custom Fields
You can add as many custom contact fields as you need. This ensures the data you capture is relevant to your business.
For example: If targeting local customers is a future priority, create a Postcode field now and start collecting this data early.
You can read more about Contact Fields in details in this article Contact Fields Overview