Creating and Managing Company Profiles

This feature available on All Plans (except where noted)

Overview

A Company Profile is required for compliance with the CAN-SPAM Act, which mandates that outgoing emails include a valid business name and address. This ensures your email communications meet legal standards.

Getting There

To create or edit a Company Profile, you must first access the Email Builder. 

Via the Emails Manager

1. Log in to ShortStack.
2. Click Manage in the top navigation bar and select Emails.
3. Click New Email in the Emails Manager.
4. Choose any email type. 
5. Click on the blue Default Profile. 

Via the Campaign Builder

1. Open the campaign you’d like to add an autoresponder to in the Campaign Builder.
2. Click the envelope icon in the top-right corner.
3. Click New Email.
4. Click on the blue Default Profile. 

Setting Up Your Company Profile

Once you click the Default Profile, you'll see the Company Profile setup form. It consists of the following sections:

Company Details

Include your:

• Business Name
• Street Address
• City
• State/Province
• Postal Code
• Country
• Industry Type

Note: All fields are required except the Apt/Suite number.

Email Settings

Set your default:

• From Email Address
  Clicking one of the ShortStack-provided no-reply emails will automatically populate the field.
• Sender Name
  
• Timezone
  

You can customize these values for individual emails.

Subscription Settings

Enable Double Opt-In by checking the corresponding box.

• If enabled, you must use the merge code{{subscribe}} in your autoresponder emails.
• Entrants must subscribe before receiving follow-up or scheduled emails.

Learn more about Creating Double Opt-In Emails. 

You may also customize your subscription and unsubscribe messages.

Advanced Settings

Enter your Sendgrid API in the field provided. 

Learn more about Setting Up and Connecting Sendgrid to ShortStack. 

Click Save and Select to continue editing or creating your email. 

Editing Company Profile

1. Open or create an email.
2. Click the Company Profile name at the top of the Email Builder or within the Email Wizard.
3. All existing profile details will appear.
4. Make your changes to the details and click Save and Select when finished.

Add Additional Company Profiles

Available on Pro Plan and higher. 

1. Open or create an email.
2. Click the current Company Profile name at the top of the Email Builder or within the Email Wizard.
3. Click All Profiles, then click Add New Profile.
4. Fill out the new profile information.
5. Click Save and Select when finished. 
6.