Account Settings

To access your Organization Settings, Plan, Team, Privacy Requests, Organizations (if your email is tied to more than one), and to edit your Profile click the icon with your name in the bottom left:

Settings

IN THIS ARTICLE

Organization Settings

From Organization Settings you're able to access and edit your Organization details, Suppression Settings, Authentication Settings, and Organization Attributes:

Organization Settings

Minimum Days Between Mailings

The delay acts as a frequency cap with which you can suppress multiple mailings to the same address within a given timeframe.
When mailing multiple samples to the same address, we recommend setting Minimum Days Between Mailings to 0 to avoid unwanted suppressions. Once you've received your samples, approved the mailings, and are ready to go live, we recommend changing this setting to any number of your preference that's larger than 0.

SLM Global Opt-out List

This list includes households who are not interested in receiving promotional mailings. Only adjust this setting to off if using the platform in a non-promotional nature.

Suppression Email Domain

You can suppress mailings to individuals within your own organization by specifying an email domain. Please note that this will only apply if you use the address enrichment feature or supply a customer's email address when triggering your mailings.

Address Strictness (Organization Default)

These settings control the address validation rules when Organization Default selects strictness on a campaign level. Varying rules are applied when uploading address data and when sending mailings to gauge the highest possible deliverability.

Strict
Only allows addresses deemed "in-service" by the USPS.
Normal Checks the existence of an address and verifies that the street and unit information is correct.
Relaxed Will mail regardless of address validity.
This setting is only recommended when mailing to commercial addresses.

Profile

You can view and adjust your personal information and email notification settings from the profile tab. Your User Profile stores the full name and email address attached to your account. It can be updated as needed.

Profile Settings

For your Security, Poplar uses two-factor authentication. We highly recommend enabling this feature as an additional layer of protection for your account.

The Communication Settings  control email notification preferences for product updates, reports & data exports, etc., and product analysis.

Team

Here you can view and manage your team members for your organization. To add a new user, click Add Team Member and enter their email. When a new team member is added, they'll receive an email invitation to log into the platform. Invite emails expire in 2 weeks. If a user has not accepted their invite, you can re-trigger the invite by clicking on the resend icon 🔁 .

Team

Privacy Requests

In compliance with CPRA, a CSV record can be uploaded to this page for Access or Deletion:

privacy-requests

Multi-Org

If you're an agency managing more than one client or have multiple product lines you'd like to create separate organizations for, Poplar supports multiple Organizations under a single login so you can easily navigate between accounts.

Billing and reporting operate independently for each account, and accounts are only visible to users who belong to them. For example, if you're managing multiple client accounts and invite a client to have access to their account, they will not be able to see the list of other organizations associated with your user/email.

Related Articles