Settings

  • Adding a Link to the Footer of Your Landing Page

    Not only can you add gorgeous custom branding to your landing page, but you're also able to add a footer link and showcase an external page. This is great for teams wanting to highlight their…

  • Updating Credit Card Information

    Admins now have the ability to update their credit card information directly within their portal. Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner.…

  • Configuring Default Campaign Settings

    Setting campaign defaults is an efficient way to ensure the same selections for various elements when creating campaigns. Defaults you may set include: Campaign Font Envelope Landing Page Video Intro…

  • Changing Your Email and Password

    Updating Your Email Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner. Click Settings > My Profile > Update name and email.…

  • Switching Between Portals

    A user with admin permission can access and switch between any portals to which they are assigned to. Switching Portals Log into one of your Thankview portals and click the monogrammed dropdown in…

  • Configuring Notifications

    💡 Note: Notifications are managed at the individual account level. Portal administrators do not have the ability to view, edit, or update another user’s notification settings.…

  • Setting Up 2-Step Verification

    2-Step Verification is an account setting that adds an extra layer of security to your account and the sensitive contact information you upload to ThankView.…

  • All About: Merge Fields

    Have you ever gotten an email from a company's newsletter that referred to you by name? Chances are, their marketing team didn't type out personalized emails to each of their customers - they used…

  • User Permission Levels

    When managing users in your ThankView portal, you may set various permission levels that determine how much access that user has to create and edit content, record videos, pull metrics, etc.…

  • Setting Up Microsoft Single Sign-On (SSO)

    If you’ve ever logged into an account by skipping username/password entry and clicking a button that says ‘Log in with [Website]’ - congrats, you know what Single Sign-On (SSO) is!…

  • Managing Users in Your Portal

    A user is an individual with a unique login to a ThankView portal. Only Admins can add, edit, and delete users. Adding Users Log into your ThankView portal and click the monogrammed dropdown in the…

  • Web-Safe Campaign Fonts

    Web-safe fonts are fonts that can adapt to any browser on any device. We have Basic Fonts that will always be displayed properly on a web page, even if these fonts aren't installed on your users' or…

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