The Configuration Basics area contains the basic information about your organization as it applies to all users. If you are an Admin, you can click the corresponding tab to manage Branding Profiles, Users, and Security permissions for each user role. If your organization uses Applied CSR24, you can also enable or disable the option to share content with contacts on the CSR24 Self-Service Portal.
Click Configuration on the navigation menu and select Configuration Basics. You can edit information on the following tabs:
Your organization configured the information on the Basics tab during your initial setup of Applied Marketing Automation, and this information will seldom need to change. However, you can edit your organization’s entries in the Organization Defaults section if necessary.
Click the Save button to apply any changes you make in Configuration Basics. Use caution when editing these settings, as they apply to all users. However, individual users have the option to select a language other than the system-wide Default Language for themselves by editing their accounts.
If necessary, you can edit the Agency/Brokerage (name), Default Language, and Applied Marketing Automation Product License. Use caution when editing the value in the Applied Marketing Automation Product License field, as changing this entry could disrupt your organization’s access to Marketing Automation.
An Applied Marketing Automation Product License number is required to display the options in the CSR24 Integration section. You can find the number on the Applied Community under My Account > My Profile > Subscriptions. You must click Save to apply any changes and display the CSR24 Integration options (if applicable).
If your organization uses Applied CSR24, additional options display in the CSR24 Integration section after you have added your Applied Marketing Automation Product License and clicked Save.
If you want users to be able to share content with contacts on the Self-Service Portal, complete the following steps:
Your Default CSR24 Self-Service Portal URL defaults on all existing branding profiles once you configure the integration. If you have multiple CSR24 subdomains (that is, multiple portals), you can specify the appropriate subdomain (portal URL) on each Branding Profile, so that any content shared using one of those profiles is available on its associated portal.
Branding Profiles allow you to apply your organization’s visual identity to content like a wrapper. They aid with visual recognition when a contact receives content. You must create at least one branding profile to enable users to send content and to populate default contact information when Dynamic Branding is used on a drip campaign and the selected dynamic servicer is missing a piece of contact information.
You can create as many branding profiles as necessary (for example, for different departments). If your organization has multiple CSR24 subdomains (that is, multiple portals), you can associate one to a specific branding profile so that any content shared using that profile is available on that portal. See Branding Profiles for detailed instructions on creating, copying, editing, and deleting branding profiles.
In the Users area, you can sync active Applied Epic users associated to employee accounts and their contact information to Marketing Automation. Newly added users have the Producer / Broker role by default (unless they are Enterprise Admins, who have the Admin role by default). User information also syncs automatically every night.
You can select individual System Users to edit their Secondary Phone Number, Primary Address, and their Permissions & Settings. Users can also edit their own Secondary Phone Number and Primary Address in Edit Preferences. If Dynamic Branding and Servicing is configured and applied to a drip campaign, these details default in the signature area when the user is in the selected servicing role on a recipient's Epic client account.
Only active users display in the list by default. To display both active and inactive users, select the Show Inactive Users checkbox. Each user's role-based permissions control the areas, functionality, and Content Library content they can access.
Although you cannot delete a user, you can deactivate them if necessary. Make sure to reassign any unsent campaigns that the user owned. See User Management for detailed instructions on managing user accounts.
The Security tab displays all active roles and the number of users assigned to each one. The list includes the default roles (Admin, Marketing Staff, Producer/Broker, and Servicing Personnel) and any custom roles your organization has created. See Security for detailed instructions on adding, editing, copying, and deleting custom roles. To manage custom roles, you must have the View/Edit all User Permissions permission. If none of the existing roles contains exactly the permissions you want to assign, create a custom role (rather than assigning multiple roles).