Manage Organization settings - Online Help | Zoho Campaigns

Manage Organization settings

Setting up your basic brand details is one of the first steps to complete before you start using the full range of features in Campaigns 3.0.
This section helps you set up your company information, organisation details, and currency settings in one place.

What is it and why is it necessary? 

Before you start sending campaigns using Zoho Campaigns, you need to set up your company information. This includes information such as name, domain, company address along with your brand logo. This information is typically displayed in the footer of your email campaign. This helps users know and identify your brand as a known and trusted source. This can also help in reducing the chances of being complained as spam.
Additionally, you can also edit your Organization URL and ID number and manage currency exchange rates from this page.
Notes
You must be the Admin to edit the information in this page.
 To enter basic details:   
Your company information that is displayed here acts as a sort of default brand signature across the campaigns you send through Zoho Campaigns. Keeping this information updated also helps maintain a consistent brand identity across all marketing communication.
Follow these steps to update your company details:
  1. Click Settings icon in the top-right corner of the screen, then click Organization under General. 
  2. Start updating your company details, no need to click any buttons.
  3. Fill out the following fields:
    1. Organization logo - Upload your company logo by clicking the image thumbnail.
    2. Company Name - Enter your company name.
    3. Industry - Select the Industry your company falls under.
    4. Company Domain - Enter your company website address.
    5. Phone Number - Enter your company phone number.
    6. Privacy Policy - Update your company's privacy policy link. This data will be displayed in the footer of your email campaign.
    7. Terms of Service - Update your company's terms of use link. This data will also be displayed in footer of your email campaign.
    8. Address - Enter your company address including city, state, country and zip/postal code.
  4. Finally, Click Save.

Under the Access URL Section 

Your Organisation's primary information is displayed here, namely the organisation's URL and Org ID. You can edit the Organization ID number by directly clicking on the text box and any changes made here will be reflected in the organization URL as well as any URLs associated with your organization.
Also, remember that changing it may invalidate any bookmarked URLs that contain the existing organization name.
Follow these steps to update organisation details:
  1. Navigate to the Organization section under General settings.
  2. Scroll down and Click the text box with the Org ID number and update - This will be reflected in your portal URL.
  3. Click Save.