Organization and Brand Information

An organization represents your business. It is the entity your users associate with.  The emails, forms and microsite pages you create reflect the branding of your organization. Activity Messenger also allows you to manage multiple organizations.  Contact support for more information on how to integrate more than one organization into a network.

You can configure the information and branding via the Modify Information option in the organization's main menu.

On the Dashboard main page, click on the three vertical dots next to your company name. In the drop down list you can modify and change the options to identify your organization.

# Information

On the information tab you will find these general settings:

• Name: Your organization name. Will be used in communications with your customers.
• Alias: Short name that appears in SMS messages. Max 20 characters.
• Language: Activity Messenger supports English and French.
• URL of your website: Link placed on your logo in email headers. This is required by the email laws of Canada and the USA.
• Address: The address that appears in the footer of emails you send. This is required by the email laws of Canada and the USA.
• Telephone: This is an optional setting to appear in email footers.
• Reply to email: The default email a recipient will reply to when they receive a message from your organization. This can be over-ridden at send out.
• Timezone: The timezone where your business operates.
• Category: This is an optional setting that changes what samples are presented to you as options when creating new forms.

Consult the help page on electronic message laws in Canada and the USA to learn more.

# Advanced options

• Activate two-factor authentification.
• Quebec organizations can generate RL-24 slips for applicable classes.
• Add the "absent" state on attendance lists.
• Display maximum age minus one year.
• Select a Bad payers and/or Banned clients list.

# Messaging

You will also find messaging settings, specifically how to handle users responses to messages you send:

• Reply to email: When a recipient receives an email, this is the address they will reply to. You can override this and use your own during a send out.
• Reply to mobile: When a recipient receives an SMS, this is the number their reply will be forwarded to. You can override this and use your own during a send out.
• SMS reply preference: The default action to take when a participant replies to a text message you sent. Choices are: forward to organization, forward to sender, auto-reply or do nothing (no reply). Note that you can override this per message.
• SMS auto reply message.

# Branding

We encourage you to set the proper background colour and logo image to properly represent your brand. They will be used in the header design that participants will see in emails and on landing pages.

The button colour will be used for call to action buttons in emails.

#  From email 

• Activity Messenger allows you to send emails from your own domain.
• Enter your domain and follow the verification process as indicated in the documentation. This process may take between 24 and 48 hours.

For more information,  visit the help page From Email using your own domain

# Social network links

Display your social media presence by entering the hyperlinks for Facebook, Twitter, Instagram, LinkedIn, Pinterest, YouTube, and Vimeo. They will be shown in the footer of your emails and web pages.

Set up pixel tracking for e-commerce activities.

If you have configured YouTube or Vimeo, Activity Messenger will display your videos on the Media page. You will be able to add them as attachments to your SMS and emails.

# Microsite, Iframe and API  

Explore the features of the microsite and the Iframe & API. This step can be completed later in your process.

# Stripe

Connect to Stripe to manage payments. If you don't have a Stripe account yet, you can create one at this stage to establish a connection between the two platforms.

# Interac

Visit the Interac page for more information about E-transfer payment.

# Taxes

Add different tax rates and assign them to relevant items when creating your courses, events, or products on the platform.

# Ledger Codes

Create and manage ledger codes for better organization and to facilitate end-of-year reporting.

# Zoom

Link your Zoom account for classes or meetings and create daily reports.

# Email footer

The footer of emails you send is fully branded to your organization. The footer also contains important information for your recipients to reach you. These include:

• Social media links. You can set those in the Social tab.
• Copyright notice.
• Your organization name and a link to your webpage.
• Your organization address.
• A link for recipients to manage notifications and unsubscribe.
• A link to view the email in their browser.