HomeNewPandaGetting StartedSettings Setup and Management

3.6. Settings Setup and Management

Updated 05.05.16

SuperQuick video instructions:

Your Settings feature contains information about you.  Some (but not all) of this information flows to the other features associated with your membership.  Information should be entered the way you'd like your contacts and/or prospects to see it.

First, some Notes on Settings Management:

If fields within your Settings feature are not active even after clicking on them, or are not visible to you at all, it may not be possible for you to change the desired information through your NewPanda tools.  In these cases, changes to your Settings information must be made through your organization's Marketing Department and we'll get the updates through a data feed process.

Contact Us to see if your corporation provides Settings information via data feed.

There are six tabs within your Settings feature:  

  1. Display Info: Contains information about your name, organization, designations and slogan. 
  2. Contact Info: Contains information about your email address, web site address, business address, and telephone numbers.  This information, as required by the Federal CAN-SPAM Act of 2003, will display on all eMessages you send through NewPanda.
  3. Images: Contains your personal photo (or image), and, if your membership does not include a pre-loaded corporate logo, you may upload a corporate / brand image here.
  4. Account Info: Contains your login information (Username and Password), optional Corporate ID (BAID) if your membership is sponsored by your work organization and supported by a data feed, and optional SMS alerts notification settings.  Your password does not display in the password field(s) in case someone is watching as you work or you leave your computer while viewing your Settings screen.  You don't need to re-enter this information each time you view your settings.
  5. Social Networks: Links to your Social Networking apps, and apps you want to update through your NewPanda tools. 
  6. Billing: Add or update credit card information, or cancel features.  Watch the video. New features can be added at any time by visiting www.newpanda.com.

To manage your Settings:

1. Login to NewPanda

2. Select Settings in the upper right corner of your screen.

A. Display Info

  1. Enter your desired Display Name (i.e., The Smart Team, Mary and Brad Green, etc.), or modify as needed.  The information contained in this field will appear on your eMessages, Print On Demand templates, and Web Site (as these features are available at your membership level).  If you don't enter a Display Name, we'll automatically display your FirstName and LastName (i.e., Bob Smith).
  2. Enter your Organization Name, or modify as needed. The information contained in this field will appear on your eMessages, Print On Demand templates, and Web Site (as these features are available at your membership level). 
  3. Enter your First Name, or modify as needed.  The information contained in this field will appear on our outbound communications to you.
  4. Enter your Last Name, or modify as needed. 
  5. Enter your Designations, or modify as needed.  The information contained in this field will appear on your eMessages, Print On Demand templates, and Web Site (as these features are available at your membership level).  
  6. Enter your Slogan, if desired, or modify as needed. The information contained in this field will appear on some (but not all) templated eMessages and your NewPanda Web Site if your membership includes this feature.  By design, your slogan will not appear on your Real Estate edition eNewsletter.
  7. Click the Save button at the bottom of the Display Info tab to save your changes.

 

B. Contact Info

Your Contact information will display on all eMessages you send through NewPanda.  Be sure to use the email address and physical address you want shown on your eMessage footers.

  1. Enter your desired Email Address, or modify as needed.  IMPORTANT: USE ONLY a corporate or private domain email address with NewPanda.  Many free Email Service Providers like AOL, Yahoo, Gmail, etc., no longer allow use of 3rd party apps like NewPanda for message sending when the FROM email address is from their domain.  Learn more
    1. The information contained in this field is used by NewPanda to send you important notifications and updates, Login info, Mailing Labels, etc., via email. 
    2. It is also the email address to which communications are sent by consumers using the Contact Me icon links from your outbound eMessages, or on your NewPanda Web Site (if your membership includes this feature).  
    3. Do not enter multiple email addresses into your Email Address field since our system recognizes all contents of it as a single email address.  Your email (Contact Me) icon looks like this on your eMessages and/or eNewsletters:   
    4. Click here for more information on how your "From" email address appears in recipient emails.
  2. Enter your entire Website Address (including http://), or modify as needed. The information contained in this field is the web site to which consumers clicking the Visit My Web Site link in your eCommunications are directed. Your Visit My Website icon looks like this on your eMessages and/or eNewsletters:
  3. Enter or modify your Primary business telephone number, Fax and Mobile phone fields as needed. The information contained in these fields will appear on your eMessages, Print On Demand templates, and Web Site according to the fields available in the templates of each.  Not all contact numbers will display in all templates  For example, your Fax number will not automatically appear on eMessages sent from our system unless you physically add it.
  4. Enter or modify your Business Street Address, City, State, and ZIP information as needed.  The information contained in these fields will appear on SOME of your Print On Demand Templates, as well as on your Web Site (as these features are availabe through your membership level).  
  5. Click the Save button at the bottom of the Contact Info tab to save your changes.

Why do your email, web site, and social network addresses appear as icons?  So your recipients can contact or connect with you in one click! This also eliminates the possibility of your recipients jotting down or typing your email address or link incorrectly, and being unable to contact or connect with you when they need to.

C. Images

  1. Primary Image: This image will appear on your eCommunications, Print On Demand templates, and Web Site (if your membership includes these features).  If available, a marketing photo may have been provided to NewPanda already.  To add or change your Primary Image, click the Browse button to locate the .JPG [NOT .JPEG], .PNG or .GIF ONLY image of your choice (minimum size: 120 pixels wide - recommended size 120 pixels wide x 175 pixels tall) for upload.  Double-click on the image or choose the "Open" command and follow prompts to upload the file.  Click the Upload Image button to complete the process if required.
  2. Additional Brand Image:  If your membership does not contain a default corporate image, you may upload one by using the Additional Brand Image field.  This image will appear on your eCommunications, Print On Demand templates, and NewPanda Web Site.  To upload a Brand Image, click the Browse button to locate the .JPG or .GIF ONLY image of your choice (recommended size 175 x 175 pixels) for upload.  Double-click on the image or choose the "Open" command and follow prompts to upload the file.  Click the Upload Image button to complete the process if required.  You may remove your Brand Image at any time by clicking the Delete Brand Image button.
  3. Click the Save button at the  bottom of the Images tab to save your changes.

      Notes on Photo Uploads:

 

D. Account Info

  1. To change your Username:  Select by double-clilcking on existing text.  Press Backspace or Delete from your computer keyboard to remove the existing text.  Type in your new Username. 
  2. To change your Password:  (Note your current password does not appear for security purposes.  You are not required to re-enter or change your password each time you view your settings).  Type in your new Password.  Your Password will appear as black dots, again for security purposes.  Confirm your password by re-entering it in the Confirm Password field.  Exact match required including Upper/Lower case characters.
  3. Optionally, enter a mobile phone number if you'd like to receive SMS alerts for your NewPanda mobile features.  You will be able to specify which messages you receive as mobile features are added.  Note:  Additional fees may apply, depending on your mobile carrier.  Be sure to specify your carrier and select your time zone so we don't send you SMS alerts in the middle of the night!
  4. Click the Save button at the bottom of the Account Info tab to save your changes.

 

E. Social Networks 

Click here to view instructions for adding and updating social network links to appear on your outbound messages.

Click here to view instructions for managing social networks for posting to Facebook, Facebook Pages, LinkedIn and Twitter, including NewPanda Social Auto Pilot posts. (Requires participation in the NewPanda Social Features program; additional monthly cost applies.)

F. Billing

We've created a separate page for billing setup and management.  Click here to view it.

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