Account Settings

This section describes about account related settings in TractionNext. It covers the account settings, security settings; users, API users details etc… and how to use these features that have been added in TractionNext. 

What is Account Settings?

The Account Settings section is an area on the TractionNext platform that allows a user to change data associated with their account. This includes their Account settings, Security Settings, User creation, API user creation; Email Alias, File Profile, Contact support etc… The page is accessible from the user menu (Top right corner) in the navigation bar. 

Uses of Account Settings in TractionNext:

You can update your account information (such as email address, time zone, landing page, reCAPTCHA keys (reCAPTCHA is a CAPTCHA-like system designed to establish that a computer user is human (normally in order to protect websites from bots), Default subdomain, Password policy and GDPR compliance) and Billing information (such as Address, State, Country, Postal code and Industry).

It also enables the user to update the following:

• Security settings (Multi step authentication)
• Tags
• Users (User creation, List Users, Reset Password and Manage user permissions)
• API Users (Creation, Deletion and Listing)
• Email Alias (Creation and Editing)
• File Profile (Creation, Deletion and Editing)
• Contact Support (i.e. TractionNext Support) 

How to modify the user related information:

Account settings

Navigate to user menu -> Account Settings. Refer the below image…

On the Account settings page, click on Edit button.

Go through the available fields and fill-in the required details.

Click on Save button to save the changes. 

Security settings

It provides an extra layer of security to your account. TractionNext supports two factor (2FA) based multi-step authentication. Once enabled, you will be asked to enter a 6-digit code on login after submitting your login credentials. This can be either achieved by configuring your email or using any authentication app e.g. Google Authenticator etc. When the code sent to you, it has certain time limit to expire. Code will sent to your inbox / mobile based on what type of authentication method you have configured. Therefore, it is only you who can login to your account and no one else. We strongly recommend our users to enable this feature and get an extra layer of security. 

How to enable this feature (2FA, Multi-step Authentication)

Navigate to user menu -> Account Settings -> Users

It will display all the users exist in the account. Click on ‘Edit’ for the user you want to enable this feature. Following screen will display.

Tick the Is2FAEnabled check box.

Click on Save to retain the latest changes. 

Now, Click on Security settings option, Refer the below image…

App Authentication

Click on Enable button to under the label App Authentication to enable the authentication through App. An authenticator app should be installed on your mobile device to generate the code or scan the QR. Otherwise use the default key displayed on the below image…

After entering the code, click on Submit to enable the authentication.

Email Authentication

Click on Enable button to under the label Email Authentication to enable the authentication through email. A popup displayed, refer below image…

An OTP sent to your inbox. Enter that code here and click on Submit button to enable the authentication.

Note: Both the authentication methods can be enabled simultaneously for any account. 

Enforce Account Policy

This option is available for the Admins of that account only.

Using this account admin can enforce their entire account users to enable this policy. Once enabled, if any account user will try to login to TractionNext platform they will be asked to enable the feature to continue on the platform.

To enable this feature, Admin has to do the following

Click on Enable button. It will display a popup as shown above and ask for account password. Click on Submit to enable it.

Tags

When sending a campaign, you are able to use a number of custom tags and filters.

Most common tags are listed below:

[UNSUBSCRIBE_URL],

[EMAIL],

[FNAME],

[LNAME],

[CAMPAIGN_URL],

[LIST_NAME] etc…

Now, each of the above tags is able to receive a set of filters.

Filters are a simple way of transforming the tag in one way or another, for example you might want to embed a sharing link to twitter in your campaign, say the campaign url itself.

Using only the tags you would embed it like:

https://twitter.com/intent/tweet?text=[CAMPAIGN_SUBJECT]&url=[CAMPAIGN_URL]  

When a personalization tag is used in a campaign or automation email, the value of that tag will automatically be inserted once the email campaign is sent to a contact. When the contact opens the email campaign, they will see the value for that tag and not the tag itself.

For example, if you wanted to address contacts by their first name in an email, you would insert the following personalization tag i.e. FirstName:

%FNAME%

When a contact receives your email, they will see their own name populated in the message. 

How to create tags

Navigate to user menu -> Account Settings -> Tags

Refer the below image

Enter the tag name in textbox and click on Save button. 

Usage of Tags in TractionNext

Tags can be used in Campaign or Automation emails. Refer the below image for better understanding (how to use tags in email campaign)

Details page of email campaign, we can include the tags, which was created in Tags section. Same way we can include these tags into Automation emails.

Users

You can have multiple users on your account with TractionNext. This will also help you to manager user permission and Reset their passwords. A user can log into your TractionNext account and manage various features. 

You are able to add extra users to the system under the control of your account, enabling you to manage them and assign them various permissions. This is useful to allow a number of people within your team to use one centrally managed account without having to sign up for multiple full accounts. 

How to create user

Refer the below image

Navigate to user menu -> Account Settings -> Users

Click on Create User, Create user page will display. Enter the details such as Username, Name, Email Address, Password and Mobile.

Tick the checkbox Add to contacts to add this entry into contacts for this account.

Tick the checkbox Add to Contact List to add this entry into particular contact list within this account. While ticking, it will display the contact list dropdown and ask the user to select one.

Tick the checkbox Active to make this entry active post creation.

Tick the checkbox Admin to make this entry as an admin for this account.

Tick the checkbox Is2FAEnabled to enable the multistep authentication for this entry for this account.

Click on the Save button to save this new entry (new user) for this account.

There is another option here in user section i.e. Manage User Permissions

Manage Permission can help you to assign access at Root level, branch level (access rights for full account access, Restrict access etc.) 

How to manage permissions in TractionNext

Navigate to user menu -> Account Settings -> Users, List users page will display.

Click on respective user’s Edit button dropdown.

Refer above image. Select Manage Permissions options, it will display the Manage permissions page.

Blue color checkbox notifies you that, this is your primary account.

Green color dot notifies you that, you have full access of account and its modules (admin).

Red color dot notifies that you have no access (Access restricted)

This way as an admin, you can manage access rights of your account users.

API Users

You can have multiple API users on your account with TractionNext.

To use the TractionNext API, your application will need to present user credentials for an account that has API write access. Therefore, you need to create API users. This is a user that is used only for application API access, not for general use. This is a user created specifically for this purpose. 

How to Create API user

Refer the below image

Navigate to user menu -> Account Settings -> API Users

Click on Create API User, Create API user page will display.

Enter the value in the text box and click on Create button to create a new API user. 

How to Delete API user

Navigate to user menu -> Account Settings -> API Users

List API user page will display. Click on the respective API user Delete button. It will ask for delete confirmation in a popup.

Click on Yes button to delete the API user.

 

Email Alias

TractionNext email alias feature refers to primarily a forwarding email address that corresponds to an email address. This feature helps you to provide an alternative an easier means to remember long and difficult email addresses. For example, the email address cameron.white@ppmty.com can have a simpler and easier email alias such as cwhite@ppmty.com or cw@ppmty.com. All emails sent or forwarded from the email alias are sent and refer to the primary email address. 

How to create Email Alias in TractionNext

Navigate to user menu -> Account Settings -> Email Alias

Click on Create Email Alias, Create Email Alias page will display.

Enter the values for Alias, Domain and Redirect To and click on Save button.

Your Email Alias is ready to use. 

How to Edit Email Alias in TractionNext

Click on Edit button of respective Email Alias in Manage Email Alias (Default page which appears when you click Email Alias option) page.

Make the necessary changes and Click on Save button. 

File Profile

This TractionNext feature will help you to map the fields when importing account contacts.

For example, sometimes we need to import the contacts on daily basis or weekly basis with more number of fields in that case this feature will be very helpful.

How to Create File Profile in TractionNext

Navigate to user menu -> Account Settings -> File Profile

Enter the details for Status, Profile name, Identifier and Column headers and click on Apply button.

It will display the below

Your column header are displayed and asking you to map with contact fields of your account. Map them accordingly and click on Save button to create this File profile.

This is a one-time job and you can use it for always if your field names should not change or number of fields should not vary for your next use. If your import file structure changes, accordingly you need to edit your File profile.

You can also able to modify the column header using the button Modify column headers. 

How and where to use File Profile in TractionNext

You can schedule any contact import using the File profile. Suppose if your file is at some FTP location then Use the TractionNext Scheduler -> Import Contacts feature and add the necessary configuration details. This way you no need to do manual contact import on daily or weekly basis. It will happen automatically.

To know about how to setup TractionNext Scheduler -> Import contacts,

Click here https://support.tractionnext.com/hc/en-us/articles/115001865227-Scheduler

Contact Support

Using this feature, you can contact TractionNext support team in case of any issue/bug, Enquiry, Feature enhancement etc. Refer the below screen

How to use Contact Support feature

Navigate to user menu -> Account Settings -> Contact Support

Fill out the values Name, Email, Tick Report a bug check box (in case you are reporting an issue), Enter the message, Upload a screenshot if required and click on Submit button.

You will receive an instant email from TractionNext support team that your request is being addressed. 

Permission

This section is helpful for assigning the user access permissions.

Assign User Access

To help simplify administration of access permissions, TractionNext recommends that you assign access directly to groups for an individual user. 

How to Assign User Access in TractionNext

Navigate to user menu -> Account Settings -> Permissions -> Assign User Access

Tick the check box of respective user, Change dropdown field is enabled (as shown in above image) and it will display different groups. Select the desired value from the dropdown and Click on Save button. User will have access to assigned group now.

For example, if you want to assign only Campaign and Email (with contacts) then select that group and assign the access to the user. 

Integrations

This section provides the details about the Integration of different social and ecommerce platforms with TractionNext such as

Facebook https://support.tractionnext.com/hc/en-us/sections/115002125208-Social-Media-Integration

Shopify https://support.tractionnext.com/hc/en-us/sections/115002778328-Shopify

Neto https://support.tractionnext.com/hc/en-us/sections/115003104268-Neto-Ecommerce-Integration

Magento https://support.tractionnext.com/hc/en-us/sections/360000012056-Magento-Integration

You can connect with these platforms with your respective platform login credentials.

It also provides the configuration setup option of your Apple and Google pass certificates and you can use Passes feature of TractionNext. 

To configure the Pass certificate, Navigate to user menu -> Account Settings -> Integrations -> Pass Certificate

Enter the details for Apple/Android/Both certificates and upload your certificates to your account.

For Passes features details, click here https://support.tractionnext.com/hc/en-us/articles/115013251987-Passes