Settings

Overview

Settings allow you to configure how the Newsletter module operates. Customize general options, AI behavior, and tracking preferences.

Accessing Settings

Navigate to Settings under the Configuration section in the sidebar.

Settings Categories

General Settings

Location: Settings > General

Configure basic newsletter options:

Default Sender Name: Name that appears in recipient's inbox
Default Sender Email: Reply-to email address
Company Information: Footer details for compliance
Unsubscribe Settings: How users opt-out

AI Settings

Location: Settings > AI

Configure AI content generation:

Enable/Disable AI: Turn AI features on or off
Default Tone: Set preferred writing style
Content Guidelines: Rules for AI to follow
Custom Instructions: Specific brand guidelines

AI Configuration Options

Setting	Description
Tone	Professional, Casual, Friendly, Formal
Length	Brief, Standard, Detailed
Language	Target language for content
Brand Voice	Custom style guidelines

Tracking Settings

Location: Settings > Tracking

Configure analytics and tracking:

Open Tracking: Track when emails are opened
Click Tracking: Track link clicks
UTM Parameters: Add tracking codes to links
Analytics Integration: Connect to analytics tools

Common Configuration Tasks

Setting Up Sender Information

Go to Settings > General
Enter your organization's name
Set the reply-to email address
Add required compliance information
Save changes

Configuring AI Preferences

Go to Settings > AI
Enable AI generation
Set your preferred tone
Add any custom instructions
Save changes

Enabling Tracking

Go to Settings > Tracking
Enable open tracking
Enable click tracking
Configure UTM parameters (optional)
Save changes

Compliance Considerations

Required Elements

Valid sender identification
Physical mailing address
Clear unsubscribe option
Honor opt-out requests promptly

Best Practices

Use recognizable sender names
Keep contact info updated
Process unsubscribes immediately
Document compliance measures

Email Deliverability

⚠️

WarningEnsure your SPF, DKIM, and DMARC DNS records are properly configured before sending campaigns. Without these authentication records, your emails are far more likely to land in spam folders or be rejected entirely.

💡

TipUse a professional sender email address that matches your domain (e.g., [email protected]). Free email addresses (Gmail, Yahoo) hurt deliverability and look unprofessional to recipients.

Settings that affect deliverability:

Sender reputation
Authentication (SPF, DKIM, DMARC)
Consistent sending patterns
List hygiene

Recommendations

Use authenticated sending domains
Warm up new sending addresses
Monitor bounce rates
Remove invalid addresses

Default Values

Configure defaults for new campaigns:

Default template
Default recipient list
Default tracking options
Default send time

Testing Configuration

Before going live:

Send test campaigns
Verify tracking works
Check unsubscribe process
Test across email clients
Confirm analytics recording

Troubleshooting

Emails Not Sending

Check email configuration
Verify sender email is valid
Review sending limits

Tracking Not Working

Confirm tracking is enabled
Check if recipient blocks tracking
Verify pixel/link implementation

AI Not Generating

Ensure AI is enabled in settings
Check API configuration
Review error messages

Resetting Settings

To restore defaults:

Go to the relevant settings section
Look for "Reset to Default" option
Confirm the reset
Reconfigure as needed

Next Steps

Campaigns -- Create and manage email campaigns
Contact Lists -- Build and organize recipient lists
Email Templates -- Design reusable email layouts
AI Generation -- Generate content with AI assistance