Introduction
You can customise your Account Settings with options to manage your notifications, personalisation, follow ups, uncontacted leads, and file & page branding.
To view and manage your Account Settings, go to the Account tab on the right side of the application footer and tap on Settings.
Notifications
To manage your Notification settings, go to your Account tab and tap on Settings > Notifications. You’ll be able to review and customise the following options:
- New Lead Alerts will send you instant notifications as soon as you receive a new lead via integrations such as your website or Facebook Ads. You can enable or disable these alerts for the app and via email.
- New Lead Reminders will send you additional push notification alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes.
- Upcoming Activity Alerts will send you a push notification for client timeline activities that have been set up with a future date or time. You can choose to be notified at time of activity, 15 minutes before activity, or 1 hour before activity.
- Daily Summary Email will send you a daily email that contains a summary of your new leads, content views, upcoming follow-ups, and activities.
- Daily Summary Email Timing allows you to select the time that the Daily Summary Email will be sent.
- Test Push Notifications will send you a test notification to ensure that your push notifications are working correctly.
Personalisation
To manage your Personalisation settings, go to your Account tab and tap on Settings > Personalisation. You’ll be able to review and customise the following options:
- Default Sending Channel determines the default app to use when sending content to a client via Quick Responses, the Content Tab, or Bulk Sending. You can select from WhatsApp, SMS, or email. This channel will be used as the default button when sending content, but you can always view and choose another option while sending.
- Default Content Tab is the first tab that appears whenever you open your Content Tab. You can select from Messages, Files, or Pages.
Follow Ups
To manage your Follow Up settings, go to your Account tab and tap on Settings > Follow Ups.
The Default Follow Up settings are used to automatically set a client’s follow up date and time whenever you send them a message, file, or page. The default follow up for new accounts is 3 days later at 8:00 AM.
Note that this setting only applies if the client doesn’t already have a follow up set. It will not override an existing follow up for a client.
If you don’t want any follow ups to be automatically set, you can use the Someday or Never options.
View more information on how Follow Ups work under the Follow Up Reminders article.
Uncontacted Leads Settings
To manage your Uncontacted Leads settings, go to your Account tab and tap on Settings > Uncontacted Leads
MARK LEADS AS CONTACTED
New Leads received from integrations such as your website or Facebook Lead Ads will be automatically added to your account and marked as ‘Uncontacted‘. You can customise your settings to automatically remove the ‘Uncontacted’ label when you perform any of the following actions:
- Click their contact button – this will unmark the lead as soon as you click the call, SMS, email, or WhatsApp contact buttons on their Client Details screen.
- Send a message, file, or page – this will unmark the lead as soon as you send them a message, file, or page through the Quick Response, Content tab, or Bulk Send features.
- Add an activity to the timeline – this will unmark the lead as soon as you manually add a Phone Call, Message, Meeting, or Note activity to their timeline.
If all of the above options are disabled, the ‘Uncontacted’ label will never be automatically removed. Regardless of your settings, you can always manually mark or unmark an uncontacted lead via the Options menu on the Client Details screen.
SHOW LEAD SOURCE ON CLIENT LIST
You can show the Facebook Page or Facebook Campaign of a lead on directly on your client lists. By default, the Facebook Page will be shown, however you can choose to show the Facebook Campaign instead, or neither.
File & Page Branding
To manage your File & Page Branding settings, go to your Account tab and tap on Settings > File & Page Branding. You’ll be able to review and customise the following options, which will affect all of your files and pages.
- Link Branding controls how your file and page links appear, and can be customised to feature your personal branding:
- Classic makes all your links unbranded, with a format of www.privyr.com/share/…
- Branded will include your personalisation at the front of your links. You can change your branded URL to your name or brand, which will be automatically applied every time you send a file or page. Don’t worry, previously sent links of a different format will still work even after you change this setting.
- Brand Logo & Colours allows you to request a custom branding that will appear on your files and pages. View more about how this branding is used in File Branding.
Note that File & Page Branding customisations are only available with Privyr Pro.