How do I update my email address and ensure everything works properly in Spark Membership?
Updating your email address within Spark Membership is a straightforward process, but it's important to follow the steps correctly to ensure everything operates smoothly. This guide provides you with all the necessary information, including managing automations, notification settings, automated reports, and specific scenarios like trial periods.
Additionally, it's important to distinguish between updating the business email address for outgoing system messages and managing staff login email addresses, as these are separate processes within Spark Minds.
Steps to Update Your Email Address
Go to Settings > General Settings > Business Email.
Update your email address in the relevant field.
Ensure your domain is properly authenticated. Note: This is a critical step to ensure successful delivery of emails after the update.
Save your changes.
Once updated, the new email address will be used for outgoing messages.
Managing Staff Login Email Addresses
Managing staff login email addresses in Spark Membership ensures consistency and smooth operations. Follow these steps to update a staff login email:
Navigate to Settings in the main menu.
Select Staff Login.
Choose the staff login you wish to update and click Edit Staff Login.
Enter the new email address and save the changes.
Log out completely from Spark Minds and log back in to ensure the changes take effect.
Are Your Updated Settings Working?
After you update the email address, everything should operate correctly. Spark Membership ensures that once the changes are saved in Settings > General Settings, your new email setup will function as expected.
Additionally, navigate to Settings > Notifications to update your notification preferences and ensure that all notifications are sent to the correct email address.
Troubleshooting Staff Login Email Updates
Ensure you log out and back in after making changes to login emails to apply updates.
Double-check that the email address entered is correct and active.
Test changes by sending a sample notification or report to confirm the updates.
Managing Scheduled Emails and Automations
Rescheduling Emails: If you've scheduled emails before updating your email address, you will need to delete and recreate them using your new email address.
Updating Automations: Automations that reference the old email address will not automatically update to the new one. You will need to manually reconfigure these automations to use the new email address.
Updating Web Lead Notification Emails
Web lead notifications may require updates directly within the associated webform settings. To update the email address for web lead notifications:
Go to the Settings > Opt-in Webform section from the left-side menu.
Open the relevant webform.
Update the "send-to" email field with the correct address.
Save the changes and test a submission to confirm the updates.
Resolving Issues with Automated Emails: Automated emails, such as weekly roundups, may be tied to outdated prospect profiles. Identify and delete the outdated prospect profile associated with the old email address, and add the new email address to the correct active profile.
Managing Email Settings Across Multiple Locations
To ensure email consistency across multiple locations:
Log in to each location individually.
Go to the Settings menu on the left.
Select Staff Login and edit the login details for each location.
Update the email address to the same one across all locations.
Special Considerations
Managing Automated Reports
If automated reports, such as Spark reports, are being sent to an unwanted email address:
Go to Settings > General Settings.
Locate the "Autocharge Report" email field.
Clear or change the email address in this field.
If the field cannot be left blank, enter a placeholder email address instead.
Save the changes to update the report destination.
Trialing Email Services
If you're trialing a service like Google Workspace and not ready for permanent changes, consider the following:
Update only key system fields, such as the email settings in Spark Ignite > General Settings and Settings > General Settings, to the new email for general outgoing messages.
Avoid updating all automations until you've finalized the new setup. This minimizes adjustments if the new email setup does not meet your needs, making it easier to revert to the old system if necessary.
Sending Email Campaigns
After updating your email address and authenticating your domain, you can send email campaigns. Ensure that you configure all email campaigns and automations to use the updated "send from" email address.
Following these steps ensures a seamless transition to your updated email address while maintaining the smooth operation of your Spark Membership system.