When you get in the car, you’re supposed to check your mirrors and surroundings to make sure everything is positioned correctly before driving off. Confirming your account information so you will be set up for operational success works much the same.
Why should I confirm my account information?
Picture this: Your business is growing, you’re connecting with more customers, and your marketing efforts are just about to take off. Exciting, right? What happens if there is a hiccup with your communications because your account details are outdated or wrong? It might result in a small snafu that is easily remedied or it could damage your reputation and credibility with your audience if they are seeing conflicting or inaccurate information.
Let’s avoid that!
What information do I need to confirm?
Of course, you probably already verified your email address at this point, right? But there are a few other details to consider:
Contact Email Address and Billing Email Address
Assigning the correct main contact and billing email addresses in your Constant Contact account ensures that all communications, like service updates or billing notifications, are directed to the right people promptly. The first email address you verify becomes your default contact email, which is also used for outgoing emails and password reset notifications.
It's possible to set different email addresses for contact and billing purposes, but make sure to verify them first. This is especially important if someone else handles the billing; they need to receive all billing-related communications, including statements, updates on payments, and receipts.
Payment Methods
Equally important is the timely update of your payment methods. This might seem like a small detail, but it's often at the heart of seamless service experiences. Keeping this information up-to-date ensures that there are no interruptions in your service, especially if you're transitioning from a trial period to a paid plan. Remember, it's not just about maintaining the flow; it's about harnessing the momentum without unnecessary pauses.
Profile and Business Details
Before you send out your first campaign, confirming your organization's details like the company name and physical address is not just good practice—it's a legal requirement under laws like the CAN-SPAM Act. These details appear in the footer of every email you send, reinforcing transparency and trust with your recipients.
Password & Security
Some of this information you would have already set when you created your Constant Contact account, but maybe they were acting as placeholders or someone else will be taking ownership of the account within your organization, so it’s important to know where to find it. This includes the password, account security question, and multi-factor authentication.
Anything else?
There are lots of different settings you can tinker with, but we wanted to get some of the biggest details out of the way. It’s still important to review other settings, such as the Footer, signature information, and regional settings.
We’ll also cover important settings and features in their own articles, such as how to update your business profile and BrandKit, setting up your account security methods, and adding additional users to your account.
Regularly updating and confirming your account information is more than just a checkbox on your to-do list. It’s a strategic step that helps keep your business compliant and avoid any curveballs while engaging with your customers.
