Settings

start your custify journey with a clean setup overview start by configuring your app settings in the right way enable or disable notifications assign the right users’ permissions have your developers check their dedicated section for api access and testing setup your email delivery method check your billing information create tags, templates and define business hours manage attributes and events manage integrations profile settings my account start by configuring your account information here you can add your personal details (name, email address, title, etc ) upload your photo change your password enable two factor authentication pro tip the two factor authentication (2fa) delivers an extra layer of protection for user accounts that, significantly decreases the risk of unauthorized access and system breaches notifications customize notifications for your account, to make sure you only receive alerts for the relevant activities the notifications will be initially received in the 🔔 notification area and also on email if they are not marked as read in 10 minutes signatures each user can set one or more signatures for himself, then use the signatures when sending emails, both manually (from the https //kb custify com/customer 360 profile ) or automatically (through https //kb custify com/playbooks or from the actions panel in the https //kb custify com/customer list view ) observations the first signature added will also be the default one default signatures cannot be deleted (unless it is the only signature created) only one signature can be default, when setting one as default, the other loses the default property for the automated emails sent through playbooks, if the from field is “company csm” or “company account manager”, you can either opt to not use any signature, or you can pick the “default signature” – it this way, the csm signature will get dynamically populated account settings users invite users in custify and have your cs team complete check https //www custify com/pricing for more details about how many users you can invite based on your subscription plan roles & permissions customize your team members’ roles in custify, based on their needs you can anytime add new roles/edit existing ones pro tip have your users sign out and sign in again after changing their permissions, to make sure the changes reflect in their accounts developer api access api access tokens are used to access the custify api and read, write or modify data for your account js snippet have a quick overview of a javascript snippet, a block of code you can insert in your app to send low impact data to custify more technical documentation https //docs custify com/#section/javascript/send data using javascript pro tip use the js snippet to populate the time in product attribute https //docs custify com/#section/javascript/send data using the javascript snippet email addresses have a brief list of all your users’ email addresses that are added in custify the emails that you add in this section will correspond to the from list options, so you will be able to send emails on behalf of any email address added in this list pro tip add your distribution lists in the addresses’ list and you will be able to send emails on behalf of your team (e g mailto\ support\@custify com ) delivery setup how you want to send emails from custify using the available options provide your own smtp server and credentials select the second option on the email delivery page, then enter your smtp details (smtp host, smtp port, and encryption) ideally, you will have one of your engineers set up an smtp authentication that allows multiple senders for the same credentials if you are using sendgrid as an smtp provider, you can also set it up to use your sendgrid smtp server otherwise, it might get rejected if you try to use a different from email, depending on your smtp relay settings 2\ gmail integration if you are using gmail and you follow our g suite integration guide to activate the gsuite integration, you will be able to send emails directly through your gmail account and thus have the emails synced from gmail to custify and the other way around (have the emails you send from custify in your sent folder in gmail as well) observation if the g mail sending is turned off from the integration page, so you only enable the g suite integration to sync mailboxes, but not to send emails using gmail, the sending will still be possible the emails will go out using as fallback option the method that you selected in the delivery section 3\ office 365 integration if you are using office 365 as an email service provider, you will be able to connect your mailbox to custify and thus have the emails synced from o365 to custify and the other way around (have the emails you send from custify in your sent folder in o365 as well) to connect your office 365 account to custify, an azure admin should log in first to custify and connect his account, and check also the ‘consent on behalf of your organization’ option, to make sure other custify users can sync their outlook accounts without needing any other permissions observation if the outlook sending is turned off from the integration page, so you only enable the outlook integration to sync mailboxes, but not to send emails using office 365, the sending will still be possible the emails will go out using as fallback option the method that you selected in the delivery section payment billing information check the billing information sections to find and edit your billing details, like billing email address vat number billing address payment method subscription check information about your current plan and a brief summary of what this includes invoices view your full list of invoices, their status, the date when they were generated and the amount paid app settings tags better organize your custify data by defining 🏷 tags for people companies tasks notes segments playbooks lifecycles health scores once you define the tags in the settings, they are immediately available for use if you change your mind, delete tags with a simple click the order of the tags can be changed by dragging and dropping them in the tag list the order you set in the settings is displayed when assigning the tags templates save time by defining templates for emails notes tasks after you define them, you can add them to any new text object you create or even use them in playbooks you will also be able to check the templates’ usage metrics from the templates list business hours set up your company’s business hours and prevent users from sending emails outside this interval event attribute editor the event attribute editor is the place where you can see a full list of custom attributes and events observation default https //kb custify com/custify overview will not be listed here 2\ change the display name of your attributes, hide them or make them editable observations • by hiding an attribute, this will not be searchable anymore in the segments, health scores, calculated metrics, etc , but it will still show in the attributes’ list; • making attributes that are coming through api/integrations editable will not make sense, since even if you manually change its’ value, the information will be overwritten in the moment the sync runs again 3\ manually create new custify attributes just click on the add new attribute button and you will be able to define your new custify attribute • choose if it will be a company or a people attribute; • choose the attribute type (string, numeric, boolean, date); • enter the name and optional, description observations • the manual attribute will only be visible in custify, it will not get exported in any of your integrations; • manual attributes can be populated in the c360 profile or through playbooks 4\ search for data simply use the search field to return attributes and events by name; a specific data type; data coming from a specific source observations • to search by type, enter type\ event (for events), type\ company (for company attributes) or type\ people (for people attributes); • to search by source, enter the name of the source you are looking for (e g intercom, xero, etc ); • multi searches are also available, just enter the sequences with a space between them; e g to return all the people attributes coming from intercom, you will search for “type\ people intercom” attribute builder build a string attribute or concatenate existing attributes’ values to obtain a string attribute as per your needs observation pay attention to the differences between attributes created using attribute builder and those that are generated through the event attribute editor attributes created by the attribute builder can be only string attributes and are obtained from the concatenation of other existing attributes event attribute editor allows you to create manual attributes in custify, that can be string, numerical, boolean or date and can be populated manually from the c360 profile or automatically, through playbooks integrations read more about integrations https //www custify com/blog/integrations