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Settings

Your business name, contact details, logo and postal address, which the CRM uses in every email footer.

The business profile says who your email is from. Your name, address and logo show up in email footers, in the opt-in confirmation and in merge tags, so fill this in before you send anything.

Open it from Settings → Business profile. It is the first screen under Settings.

The Business profile screen, with the logo, business details and address on the left and a live email preview on the right

Setting What it does
Company logo Your logo. Use a square image — 512×512px, PNG or JPG.
Business name Required. Used for the {{business.name}} merge tag, the default footer and the opt-in confirmation email.
Email address Required. Your public business email address. The sender address is set separately, under Email defaults.
Phone Optional. Starts with the dialling code of the country you choose below.
Website Optional. Enter the full address, starting with https://.

Marketing email has to carry a real postal address. Anti-spam laws require it, and email without one is more likely to be marked as spam.

Setting What it does
Street address The first line of your postal address.
City Your town or city.
State or region Optional.
Postcode Your postal or ZIP code.
Country The country, which also sets the default dialling code for Phone.

The address fields are combined into the {{business.address}} merge tag, leaving out any that are empty. The default email footer uses that tag.

On a wide screen, a Live preview panel sits beside the form and shows a sample email using the logo, name and address you entered. It updates as you type. On a narrow screen, open it with Show preview.

Your changes are not saved as you type. A bar appears at the top of the screen with Save changes and Discard. Leave the screen without saving and the changes are lost.