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Profile2026-05-04
Profile And Settings Guide: Configure Account, SMTP, And Preferences
Set up your profile correctly so every module works smoothly, especially email and subscription workflows.
Guide
Profile
Read
5 min
Focus
Career
Dashboard guide
What This Page Is For
- Manage account basics and display identity.
- Configure SMTP for Email Studio.
- Review subscription and access settings.
Who Should Use It
- New users during onboarding.
- Users enabling email workflows.
- Subscribers checking premium status and renewal windows.
How To Use It Step-By-Step
- Update your core profile information first.
- Configure SMTP credentials and test sending.
- Review subscription fields and trial usage status.
- Return periodically to keep settings secure and up to date.
How To Use It Well
- Use app passwords when your email provider recommends them.
- Validate SMTP details before sending important outreach.
- Review settings periodically to avoid expired credentials or outdated account details.
Common Mistakes And Fixes
- Mistake: incorrect SMTP port/security mode. Fix: verify provider documentation.
- Mistake: no test email. Fix: always send one test before production outreach.
- Mistake: ignoring profile updates. Fix: keep identity and contact fields current.
FAQ
Do I need SMTP for core tracking features?
No. SMTP is optional and only required for in-app email sending.
Can I use multiple email accounts?
Use one active configuration at a time for consistent message logs.