How to set up general settings

General settings hold the details that appear in every email footer and on your public pages, the rules every contact must follow, and what Kelune CRM Cloud tracks when people open and click your emails.

Note

You need the permission to manage settings. The Owner, Admin, and Manager roles have it by default.

Add your business details

1. Click Settings in the sidebar. General opens first.
2. Click Upload logo and choose a PNG, JPEG, or GIF. A square image of at least 400×400px works best.
3. Enter the Business name.
4. Enter the Business full address.
5. Click Save settings.

Field	Where it appears
Logo	The unsubscribe and subscription confirmation pages
Business name	Your email footer and public pages. Insert it with {{business_name}}
Business full address	Your email footer. Insert it with {{business_address}}

Tip

Most countries require a postal address in marketing email. Keep {{business_address}} in your footer under Settings, then Global email.

Set contact rules

Contact rules on the same page decide which fields every contact must have and which must be different for every contact.

1. Under Required fields, choose the fields a contact cannot be saved without.
2. Under Unique fields, choose the fields no two contacts may share.
3. Click Save settings.

Rule	What it means
Required fields	A contact cannot be saved without the field, and an import must map a column to it. At least one field stays required
Unique fields	No two contacts can have the same value. Case and extra spaces do not count, and empty values never match. An import updates the contact with the matching value

Email is always unique. If you make Email optional, contacts without one cannot get campaigns or automation email.

Choose what to track

1. Click Settings, then Compliance.
2. Turn Track email opens on or off.
3. Turn Track email clicks on or off.
4. Turn Use Gravatar service on or off.
5. Click Save settings.

Setting	What it does when on
Track email opens	Adds a tiny invisible image to every campaign and automation email to record opens. Off, open rates are no longer recorded
Track email clicks	Sends link clicks through a tracking link to record them. Off, links stay as written and clicks are no longer recorded
Use Gravatar service	Shows a contact’s Gravatar picture instead of their initials. A hash of their email address is sent to Gravatar each time the contact list is viewed. Off by default

Caution

Automation triggers and conditions that react to an email open or click need tracking on. With tracking off, no opens or clicks are recorded for them to react to.

Other settings

Setting	Article
Default sender, footer, and unsubscribe page	How to set global email settings
Double opt-in email	How to set up double opt-in
Workspace name, slug, time zone, export, and deletion	How to manage workspace settings

Where to go next

• How to set global email settings
• How to add custom fields
• How to check plans, usage, and billing