Questions about Settings

Business Profile

What do I do when I forget my password?

You can reset your password.

  1. On the Login Page, under the Login and Password fields, click the Forgot your password? button.
  2. Fill in the Your email address field.
  3. Submit the form by clicking Reset.

A confirmation email is sent to the provided address. Click the RESET PASSWORD button in the received email. Enter the new password, repeat it, and click the Change password button. You can now log in using the new password.

How many times can I change the password?

There are no limits, so you can change your password as often as you like. We encourage you to change it frequently - this way your platform account is safer.

Does the photo uploaded to the user account have to be a personal photo?

No, it doesn’t. You can upload any photo or avatar (provided it is of the required size). The photo makes it easier for yourself and your co-workers to recognize you in Synerise, so we suggest uploading an identifiable image. However, if you do not want to upload it - it is not necessary.

How do I change my email address/phone number/first name/last name?

You can modify your account data in the Settings module.

How do I change the language version of Synerise?

You can change the language version in the Settings module.

Permissions

Is there a limit of users I can invite to my Business Profile?

No, you can invite as many users as you wish.

What is the difference between a user and an admin?

An admin can edit and delete groups, as well as other users’ accounts. A user can only edit their own profile.

Can a user with admin privileges remove another user of the same level from the system?

Yes, an admin user can delete the account of another user with the same access level.

Newsletters

Can I modify an existing newsletter/email template and save it as a new one?

Yes. In order to do it, first you need to duplicate the chosen template, then add all needed updates to the duplicate and save it.

What types of files can be placed in the newsletter?

Any types you want - movies, photos, links, GIFs, etc.

Can I upload my company’s custom font in the mail/newsletter template?

Unfortunately, no. You need to choose one of the fonts implemented into the system by default from the drop-down list.

Configuration

Does the non-unique option influence capping?

No, capping is counted per a user, not per email address.

When the non-unique email is on, when is the customer considered recognized?

When you enable the non-unique email, a customer is considered recognized at the moment of assigning a customId to this customer.

Reports

What kind of data does the reports downloaded in this section contain?

Reports downloaded from this section contain exported client attributes (email, name, surname, custom attributes, etc.).

😕

We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

😉

Awesome!

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

Close modal icon Placeholder alt for modal to satisfy link checker