Intro to User Settings in Aidium

In the Account Settings, you can personalize the way you interact with Aidium, change your password, as well as adjust and personalize your outbound communications.

Everything within User Settings impacts only the user currently logged-in. However, everything will carry over to any team this user has access to. This will allow for consistency for any outbound communications sent from the user.

To begin, click on your Name at the lower-left side of the screen. Then choose, 'Your Profile'.

• User Profile
• Settings
• Integrations
• Notifications

Profile

This is where we can update user specific details associated with the user currently logged-in. The best part about the 'Your Profile' page is that each field can also be used as a merge field in outbound emails and text messages. This will help personalize messaging while standardizing automated communications.

1. Head-Shot - This will both display in Aidium as the user, and can be used for merging into  an email and email signature.
   
   To add or change, click on the yellow edit button. Then find the image on the computer to add it.
   
   
   When using merge tag to automatically insert a head-shot into emails, it's best to follow the recommended sizing within +/- 20%.
   
   
   
   
2. Personal Details -  Here we will add a First Name, Last Name, and Job Title. Simply edit the information and click the yellow 'Save' button.
   
   To edit the Personal Image, click the yellow 'Upload Image' button. Next, we'll find the appropriate image on our computer, then choose the image. When complete, click the yellow 'Save' button.
   
   
   To view and update any details section, click the down-arrow to expand each section individually.
   
   
3. Demographic Details - This section contains physical address details. Most likely, we'll want this to match our licensing.
   
   
   
   
4. Business Information - This is where we can really customize information for merging into communications. These are not required fields, however, it is highly suggested that every field is filled-out. As each may be used as merge fields in communications.
   
   In the below animated GIF, we'll demonstrate updating the fields. It's important to note that any website link offers the ability to provide display name text. This enhances the merge fields for website links to display the text we want, while creating a link with the URL hidden (on emails only - this is not possible in text messages).
   
   
   
   
5. Social Links - Just like with the links in the above section, these can include display name text. They also are not required fields, but recommended each are filled-out.
   
   If we do not have a specific social media account, likely, out team lead or company does. So, if we don't have an Instagram account, we'll just use our company's account.
   
   

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Account Settings

In Account Settings, we can update our password and time-zone (Location Settings). This is also were we can provide Support Access for high-level Aidium support - learn more here.

1. To update your password, click the yellow 'Reset Password' button. A new tab will open, allowing you to 'Change Your Password'. You must choose a password that meets the following requirements.
   1. At least 8 characters long
   2. At least 3 of the following 4 options
      
      1. At least 1 lower case letter (a-z)
      2. At least 1 UPPER case letter (A-Z)
      3. At least 1 number (0-9)
      4. At least 1 special character (e.g. !@#$%^&*)
   As you type your password, the requirement options will turn green when they are met. You can also click the 'eye' icon within each password field to view the password. This can come in handy if the two fields do not match. It can also be useful when confirming you typed it correctly.
   
   
2. Location Settings - Time-zone - It's important to have an accurate time-zone for your location. The time-zone set will affect the sending of drip campaign emails and text messages, as well as provide a baseline for task timing and due times.
   
   Find the appropriate time-zone, choose it and then click the yellow 'Save' button.
   
   

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Integrations

On the integrations page, we can connect our email for outbound communications when sending direct emails and transactional (loan) emails. We can also add or update our email signature.

What makes the email integration even more powerful is that it will capture all email conversations, even if they happen from your email client from our laptop and mobile devices. As long as the email is sent or received by the integrated email address, Aidium will capture the conversation and link it with the appropriate contact.

1. If your email is already integrated, we will see it on the bottom-left of the Email Integrations box. If we want to change the email, click the 'trash can' icon on the right. For instruction on setting-up email integration, follow this link.
2. Editing or adding a signature - click the 'Edit Signature' button on the right. Next, the Edit Signature drawer will slide-out on the right. This will look familiar, as it is quite similar to the send email builder. For instructions on how to use the email editor, follow this link.
3. Finally, there may be a third option on the Integrations page for integrating with our Enterprise Domain. This is setup and initialized by our enterprise administrator. To learn how to set this up as a user, follow this link.

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Notifications

This section of our user settings will allow us to turn 'on' and 'off' notifications that are sent when certain events happen.

Activity Updates will allow us to tailor how we receive and for which activity we choose. To learn about how Notifications work and more information on these settings, click here.