Settings

Configure your Oblic account with organization settings, team management, integrations, security controls, and customization options.

Organization Settings

Basic Information

Configure organization details:

Settings > Organization

• Organization Name: Your company name
• Industry: Business category
• Company Size: Employee count
• Website: Your website URL
• Description: Brief about your company

Contact Information

Primary contact details:

• Business Address: Full address
• Phone Number: Contact number
• Support Email: Customer support email
• Billing Email: Finance contact

Time Zone

Set your time zone:

• Affects campaign scheduling
• Report time ranges
• Automation timing
• Team member defaults

Supported:

• All standard time zones
• Automatic daylight saving
• UTC offset display

Language & Locale

Configure language:

Supported Languages:

• English (en)
• Bengali (bn)
• French (fr)
• Gujarati (gu)
• Hindi (hi)
• Kannada (kn)
• Maithili (mai)
• Marathi (mr)
• Odia (or)
• Punjabi (pa)
• Tamil (ta)
• Telugu (te)

Locale Settings:

• Date format
• Number format
• Currency display
• Time format (12/24 hour)

Team Management

Adding Team Members

Invite team members:

1. Go to Settings > Team
2. Click Invite Member
3. Enter email address
4. Assign role
5. Click Send Invite

User Roles

Admin:

• Full system access
• Manage billing
• Add/remove members
• Configure settings
• View all data

Manager:

• Create campaigns
• Manage contacts
• View reports
• Manage templates
• Cannot change billing/settings

Member:

• Create campaigns
• Send emails
• View assigned reports
• Limited contact access
• No settings access

Viewer:

• View-only access
• See campaigns
• View reports
• Cannot create/edit
• No sending permissions

Custom Roles

Create custom roles (Enterprise):

Permissions:

• Campaign management
• Contact access
• Template editing
• Report viewing
• Settings modification
• Billing access
• API access
• Integration management

Team Activity

Monitor team actions:

Activity Log:

• Login history
• Campaign actions
• Contact changes
• Template modifications
• Settings updates

Audit Trail:

• Who did what
• When it happened
• IP address
• Device information

Security Settings

Password Policy

Enforce strong passwords:

• Minimum Length: 8-20 characters
• Complexity: Upper, lower, number, special
• Expiration: Optional 90-day rotation
• History: Prevent reuse of last 5

Two-Factor Authentication

Enable 2FA:

Methods:

• Authenticator App: TOTP (Google Authenticator, Authy)
• SMS: Text message codes
• Email: Email verification codes

Settings:

• Require for all users
• Optional per user
• Remember device (30 days)
• Backup codes

Session Management

Control sessions:

• Session Timeout: 30 minutes to 24 hours
• Remember Me: Optional persistent login
• Concurrent Sessions: Allow/limit multiple devices
• Force Logout: Log out all devices

IP Whitelisting

Restrict access by IP:

• Add allowed IP addresses
• Support CIDR ranges
• Exceptions for specific users
• Log blocked attempts

API Security

Manage API access:

• API Keys: Generate/revoke keys
• Rate Limits: Requests per hour
• Webhooks: Signature verification
• CORS: Allowed domains

Integrations

Connected Services

Manage integrations:

Settings > Integrations

Available:

• CRM: Salesforce, HubSpot, Pipedrive
• E-commerce: Shopify, WooCommerce, Magento
• Analytics: Google Analytics, Mixpanel
• Payment: Cashfree, Razorpay, Stripe
• Storage: Dropbox, Google Drive, AWS S3
• Chat: Slack, Microsoft Teams

OAuth Connections

Connect via OAuth:

1. Click Connect next to service
2. Authorize in popup
3. Select sync options
4. Confirm connection

Permissions:

• Read contacts
• Write events
• Access analytics
• Sync data

Webhooks

Set up webhooks:

Settings > Webhooks

Events:

• campaign.sent
• contact.subscribed
• contact.unsubscribed
• email.opened
• email.clicked
• workflow.completed

Configuration:

• Endpoint URL
• Secret key
• Event selection
• Retry policy

API Keys

Manage API access:

Create Key:

1. Go to Settings > API
2. Click Create API Key
3. Enter name/description
4. Set permissions
5. Copy key (shown once)

Permissions:

• Read: campaigns, contacts, reports
• Write: campaigns, contacts, templates
• Delete: campaigns, contacts
• Admin: Full access

Email Configuration

Sender Settings

Configure sending:

From Name:

• Default sender name
• Per-campaign override

From Email:

• Primary sending email
• Must be verified
• SPF/DKIM/DMARC required

Reply-to Email:

• Where replies go
• Can differ from sender
• Multiple addresses supported

Domain Authentication

Verify your domain:

Settings > Domains

Steps:

1. Add domain
2. Copy DNS records
3. Add to DNS provider
4. Verify (can take 48 hours)

Records Required:

• SPF: Sender Policy Framework
• DKIM: DomainKeys Identified Mail
• DMARC: Domain-based Message Authentication

Benefits:

• Better deliverability
• Build sender reputation
• Avoid spam filters
• Custom tracking domains

Tracking Domains

Custom tracking domains:

Why?

• Brand consistency
• Better deliverability
• Trust building

Setup:

1. Choose subdomain (e.g., track.yourdomain.com)
2. Add CNAME record
3. Verify
4. Enable for campaigns

Unsubscribe Settings

Configure unsubscribe:

• Link Placement: Footer (required), header (optional)
• Landing Page: Oblic default or custom URL
• One-click: RFC 8058 compliant
• Preferences: Allow per-topic unsubscribe

Bounce Handling

Manage bounces:

Soft Bounce:

• Retry 3 times over 72 hours
• Then mark inactive

Hard Bounce:

• Immediately unsubscribe
• No retry attempts

Notifications:

• Email on high bounce rate
• Alert at 5% threshold

Notification Preferences

Email Notifications

Choose what you receive:

Campaign Related:

• Campaign sent
• Campaign completed
• High bounce rate
• Low open rate

Contacts:

• New subscribers
• Bulk imports completed
• List changes

Billing:

• Low wallet balance
• Payment received
• Invoice generated

System:

• Team member added
• Security alerts
• System updates
• Downtime notifications

In-app Notifications

Control in-app alerts:

• Real-time campaign updates
• Task reminders
• Approval requests
• Mentions/comments

Slack Notifications

Send to Slack:

Settings > Integrations > Slack

Channels:

• #marketing: Campaign updates
• #alerts: High-priority notifications
• #team: Team activity

Data & Privacy

Data Retention

Configure retention:

• Campaign Data: Keep indefinitely or auto-delete
• Contact History: 1-5 years
• Logs: 30-90 days
• Analytics: 1-2 years

GDPR Compliance

Privacy tools:

Data Portability:

• Export all data
• Machine-readable format
• Include metadata

Right to Erasure:

• Delete contact data
• Remove from all lists
• Purge from backups

Consent Management:

• Track opt-ins
• Consent history
• Re-permission campaigns

Data Export

Export your data:

Settings > Data Export

Available:

• Contacts (CSV, Excel)
• Campaigns (PDF, Excel)
• Analytics (CSV)
• Complete backup (ZIP)

Data Import

Import from other platforms:

Supported Sources:

• Mailchimp
• SendGrid
• Campaign Monitor
• HubSpot
• CSV/Excel

Customization

Branding

Customize interface:

• Logo: Your logo in sidebar
• Favicon: Browser tab icon
• Colors: Primary brand colors
• Email Footer: Default footer HTML

Email Templates

Default templates:

• Welcome Email: New subscriber
• Confirmation Email: Double opt-in
• Unsubscribe Confirmation: Unsubscribe success
• Re-engagement: Win-back inactive

Landing Pages

Preference center:

• Unsubscribe Page: Custom design
• Preferences Page: Topic selection
• Update Profile: Contact self-service

Advanced Settings

Custom Fields

Create custom contact fields:

Settings > Custom Fields

Field Types:

• Text
• Number
• Date
• Dropdown
• Checkbox
• URL

Usage:

• Segmentation
• Personalization
• Reporting

Tags

Manage tags:

• Create tag taxonomy
• Set colors
• Control usage
• Auto-tagging rules

Workflows

Global workflow settings:

• Maximum workflow duration
• Retry policies
• Error handling
• Execution limits

Best Practices

Next Steps