Settings

Under Account settings you set how your emails look and where they’re sent from, what Echo asks when people subscribe and unsubscribe, and which notifications your team gets.

The settings menu

Click Account settings in the left menu. The left menu is replaced by the settings menu, with a Back to Dashboard link at the top.

Menu item	What you set there
Account settings	Four tabs: Company profile, Default settings, Domains and Link tracking. The Company profile tab is covered in the Getting started chapter.
Brand styles	Your logo, colours, font, social links and the footer new emails start with.
Users	Team members, roles and invitations, covered in the Getting started chapter.
Domains	Your sending domains and the tracking domain. It’s the same page as the Domains tab under Account settings.
Subscribe settings	Double opt-in and the confirmation email.
Unsubscribe settings	The unsubscribe page, the reasons offered and the unsubscribe statistics.
Preference center	The page where subscribers choose their groups themselves.
Email notifications	Which emails your team gets about the workspace, and who gets them.

Good to know

• You can change settings with a role that has Manage on Settings (Administrator, Manager). With View all you can open the pages, but the fields can’t be edited and there’s no save button.
• On every page you save with Save changes at the bottom. Nothing changes until you click it.

How to set the default sender and tracking

New campaigns start with these settings. You can change any of them in a single campaign later.

1. Click Account settings, then the Default settings tab.
2. In the Default sender part, fill in Sender name and Sender email. The address must be on a verified sending domain.
3. To receive replies at another address, fill in Custom reply-to email. Left empty, replies go to the sender email.
4. If you tick Add recipient’s name to the “To” field, the recipient field of the email shows the subscriber’s name, not only their address.
5. In the Tracking options part, decide whether Echo tracks opens in campaigns and in automations.
6. In the Google Analytics part, turn it on if you want UTM tags on the links in your emails. You set the tags themselves on the Link tracking tab.
7. In the Default language list, choose the workspace’s default language: English or Hungarian.
8. Click Save changes.

Good to know

• If the sender address isn’t on a verified domain, the page warns you and lists your verified domains. You can still save the sender, but campaigns can only be sent from a verified domain.

How to set your company details and footer texts

The footer of your emails shows your company details and the unsubscribe link, as anti-spam laws require. You set them at the bottom of the Default settings tab, in the Company details and unsubscribe disclaimer part.

1. Fill in Company name, Address, City, ZIP code and Country. The same details show on the Company profile tab.
2. Keep Add the footer automatically when an email has no unsubscribe link ticked. This way no email goes out without a way to unsubscribe.
3. For your own wording, fill in Unsubscribe disclaimer, Unsubscribe link text and Preference center link text.
4. If you send in both English and Hungarian, set separate texts per language in the English texts and Hungarian texts boxes.
5. Click Save changes.

Each email uses the texts of its own language. An empty field falls back to the general text above, and if that’s empty too, to Echo’s built-in text.

Force update

New settings apply to new emails only. To update your existing drafts or templates as well, tick Update existing drafts or Update templates before saving. After the save, those emails get the new settings and your brand style, and you see Existing drafts and templates will be updated in a moment.

Good to know

• Sent campaigns aren’t affected.
• Without a tick, existing drafts and templates don’t change.

How to set up your brand styles

With brand styles, new emails start with your logo, colours, font, social links and footer. The Preview on the right shows how they’ll look, with your saved company details in the footer.

1. Click Brand styles in the settings menu.
2. In the Logo part, click Choose logo and pick an image from your files. Remove logo takes it off.
3. In the Colours part, set the Primary, Secondary, Heading, Text, Border and Background colours. Click a swatch for the colour picker, or type the code as #RRGGBB, for example #465FFF.
4. Choose a font in the Font list. It only offers fonts that every email client can show.
5. In the Social links part, add a link with Add social link, choose the network in the Network list and enter the full address in Link.
6. In the Footer part, choose the footer layout.
7. Click Save changes.

Button colours

The Primary colour is the background of the buttons in your emails and the colour of the links. Echo picks the button text colour by itself: black or white, whichever is easier to read on the primary colour. On a light yellow button the text is black, on a dark blue one it’s white. If you give a button its own text colour in the editor, that one is used.

Footer layouts

Layout	What it looks like
Centered	Everything centered under your social icons.
Basic	Left-aligned text.
Aligned	Company details on the left, links on the right.
With navigation	A row of your own links above the details.

Good to know

• The footer always shows your company details, the unsubscribe link and the preference center link.
• Brand styles apply to new emails. For existing drafts and templates, use Force update on the Default settings tab.
• A social link must be a full address starting with https:// or http://, and for the Email network one starting with mailto:, for example mailto:[email protected].

How to add and verify a sending domain

Campaigns can only be sent from a verified domain. Verification shows mailbox providers that your emails really come from you, so they land in the inbox and not in spam. The domain is the part of the sender address after the @: in [email protected] it’s news.kertlak.example.com.

1. Click Domains in the settings menu.

2. Click Add domain.

3. Enter the domain in the Domain field and click Add domain.

   

4. The DNS records for … window opens. Add the records shown there at your DNS provider, where you manage your domain. Every name and value has a copy button next to it, so you don’t have to type them.

5. Once you’ve added the records, click Check now.

Record	What it’s for
TXT (the first row, name starting with _uptools-echo-challenge)	Proves that you own the domain. Its value starts with uptools-echo-verification=.
CNAME (three rows)	DKIM authentication: Echo signs your emails on behalf of your domain with these.
TXT (name starting with _dmarc)	The DMARC record. It isn’t required, but recommended: receiving mail servers use it to check that mail from your domain is genuine.

The Status column shows for each record whether Echo has found it (Found) or not yet (Not found yet). Until the DMARC record exists, it shows Recommended.

Good to know

• Echo also checks the records by itself. DNS changes can take up to 72 hours to spread, so if they aren’t found at first, wait and try again later.
• You can look at the records again later: in the domain’s row, open the three-dot menu and click DNS records.
• A domain can be verified by one account only. If another account has already verified it, the domain shows This domain is verified by another account.

Sending domain statuses

Status	What it means
Pending	Echo hasn’t found all required records yet. You can’t send from this domain yet.
Verified	All required records are in place, and you can send from this domain.
Failed	Verification didn’t succeed: the domain wasn’t verified within 72 hours, the DKIM check reported an error, or another account has already verified it. Check in the DNS records window which record is missing, fix it and click Check now.

The Domain alignment column is about DMARC. Aligned (DKIM): the DMARC record exists and the DKIM signature matches your domain, which is the best state. Not aligned: the DMARC record exists, but the signature doesn’t match. No DMARC record: add the DMARC record.

Good to know

• Delete a domain with Delete in the three-dot menu at the end of its row. Campaigns can’t be sent from it after that.

How to set up a tracking domain

The links in your emails, the image that measures opens and the unsubscribe page use Echo’s own tracking domain by default. If you want those links to show your own domain too, set up a tracking domain.

1. On the Domains page, scroll to the Tracking domain part.
2. In the Tracking domain field, enter a subdomain of one of your verified sending domains, for example links.example.com.
3. At your DNS provider, create a CNAME record for this subdomain. Where it must point is written in the text of the Tracking domain part.
4. Click Save tracking domain.
5. Once the CNAME record is live, click Check now.

Good to know

• Remove tracking domain takes you back to the default tracking domain. Links in emails already sent only keep working while your domain points here, so don’t delete the CNAME record straight away.
• Only a subdomain of a verified sending domain can be a tracking domain.

How to set up link tracking

UTM tags tell Google Analytics that a visitor came from your email. Echo adds the tags to the links of every email that has Google Analytics on.

1. Click Account settings, then the Link tracking tab.
2. Tick Google Analytics for new campaigns and, if you want it, Google Analytics for automation emails.
3. Set utm_source (for example your shop’s name) and utm_medium (for example email).
4. utm_campaign is always the campaign’s name. A campaign can override it in its own details.
5. If you want, fill in utm_term and utm_content. You can use merge tags in them, for example {$name}.
6. Click Save changes.

Good to know

• While Google Analytics for new campaigns is on, utm_source and utm_medium are required.
• Google Analytics’ terms don’t allow personal data. So don’t put names or email addresses in utm_term and utm_content, only fields that don’t identify anyone, such as the customer tier.
• The two Google Analytics switches are the same as on the Default settings tab. Change them in either place and both follow.

How to turn on double opt-in

With double opt-in, a new subscriber gets a confirmation email and only becomes active after clicking its button. This way you know the address exists and its owner really wants your emails.

1. Click Subscribe settings in the settings menu.
2. Tick Double opt-in for API and integrations.
3. In the Confirmation email part, set the email’s Subject, Sender name, Sender email, Heading, Message and Button text. Empty fields use the default text.
4. In the Thank-you page part, you can enter your own page in Redirect to this page after confirming. Left empty, the built-in confirmation page shows.
5. Click Save changes.

Double opt-in applies to new subscribers who come in through the API, a form or an integration. Until they click, they’re Unconfirmed and don’t get campaigns.

The Opt-in report

At the bottom of the page, the Opt-in report shows how many confirmation emails went out (Confirmation emails), how many people confirmed (Confirmed), the Confirmation rate, and how many subscribers are waiting to confirm right now (Unconfirmed now). Pick the period with 7 days, 30 days and 90 days at the top.

Good to know

• Subscribers you add by hand or import don’t get a confirmation email. They’re active right away.
• If an existing address subscribes again, its status doesn’t change and it gets no confirmation email.
• The confirmation link works for 30 days. An address gets at most 3 confirmation emails per hour.
• The sender email of the confirmation email must be on a verified sending domain, otherwise the page warns you.

How to set up the unsubscribe page

When someone clicks the unsubscribe link at the bottom of an email, they land on the unsubscribe page and confirm there. The page uses the campaign’s language.

1. Click Unsubscribe settings in the settings menu.
2. To learn why people unsubscribe, tick Ask subscribers why they unsubscribe.
3. In Reasons offered, give each reason in English and Hungarian. Reorder them with the arrows, take one out with Remove, and add one with Add a reason.
4. In the Page texts part, change the page’s title, text, button and the text shown after unsubscribing in the English page and Hungarian page boxes. Empty fields use the default text.
5. Click Save changes.

Unsubscribe statistics

At the bottom of the page, the Statistics card shows how many people unsubscribed in the chosen period and how many picked each reason. Set the period in the top right corner.

Good to know

• You can offer up to 10 reasons.
• A removed reason keeps its statistics, labelled Deleted reason.
• The built-in unsubscribe button of mail apps that support one-click unsubscribe skips the page: the subscriber is unsubscribed at once and isn’t asked for a reason.
• The statistics only count subscribers who unsubscribed themselves. Unsubscribes made by your team or by an import aren’t counted.

How to turn on the preference center

The preference center is a page where subscribers choose which of your groups they belong to, for example the weekly newsletter but not the webinars. They can also unsubscribe from all emails there.

1. Click Preference center in the settings menu.
2. Tick Let subscribers choose their groups.
3. In Groups subscribers can choose, pick the groups to show on the page.
4. In the Preference email part, set the Subject, Introduction and Button text of the email that sends the preference center link, in the English email and Hungarian email boxes.
5. Click Save changes.

The preference center link is in the footer of every email. You can also put it in the email text with the {$preferences} tag.

Good to know

• Up to 50 groups can be offered.
• You send the preference email from a subscriber’s profile or from a selection in the subscriber list, as described in the Subscribers chapter.

How to set up email notifications

Echo can also tell your team by email when something happens in the workspace.

1. Click Email notifications in the settings menu.
2. For each notification, tick or untick Send this notification.
3. In the Recipients list, choose who gets it. Left empty, every Administrator gets it.
4. For New subscribers and Unsubscribes, you can narrow it to some groups in the Groups list.
5. Click Save changes.

Notification	When it goes out
New subscribers	Every hour, a summary of new subscribers.
Unsubscribes	Every hour, a summary of unsubscribes with the reasons given.
Campaign sent	When a campaign has been sent to all its recipients.
Import finished	When an import has finished or failed. The member who started the import always gets it.
Daily summary	Every day at 08:00 in the workspace’s time zone, about the day before.
Monthly activity	On the 1st of every month at 08:00, about the month before.

Good to know

• Only members with a confirmed email address get notifications. Members without one show won’t receive mail next to their name in the Recipients list.
• Members who can’t see Campaigns don’t get the Campaign sent email. Members who can’t see Reports don’t get the Daily summary and Monthly activity emails. Members who can’t see Subscribers only get counts in the New subscribers and Unsubscribes emails.
• Notifications also show in the bell in the top bar, as described in the Getting started chapter.

FAQ

Why can’t I send a campaign from my own address? Campaigns can only be sent from a verified domain. Open the Domains page, add the domain of your sender address and add the DNS records. Until its status is Verified, the campaign can’t go out.

I added the DNS records, but the domain is still Pending. What should I do? DNS changes can take up to 72 hours to spread. Echo checks the records by itself, but you can ask again at any time with Check now in the DNS records window. If a record stays Not found yet for long, check that you copied its name and value exactly, with the copy button.

I changed my brand styles, but my old draft didn’t change. Why? Brand styles apply to new emails. For existing drafts, open the Default settings tab, tick Update existing drafts and click Save changes.

Why didn’t someone I added by hand get a confirmation email? Double opt-in only applies to new subscribers coming in through the API, a form or an integration. Subscribers you add by hand or import are active right away, so only add people who agreed to get your emails.

How do I find out why my readers unsubscribe? Turn on Ask subscribers why they unsubscribe on the Unsubscribe settings page. You see the results at the bottom of the same page, on the Statistics card, and the reasons per campaign in the campaign’s report.