SETTINGS OVERVIEW

Created by: Emma Johnston

Last Updated: June 08, 2025

Business Profile / My Profile / Billing / My Staff / Opportunities & Pipelines / Automation / Calendars / Emails Services / Phone Services / Custom Fields / Custom Values / Domains / URL Redirects / Integrations / Tags / Brand Boards

Business Profile

BUSINESS INFO

The Business Profile section is where you can upload your logo, add your business name, and enter your contact details, including phone number, email address, and physical address. If you're applying for a phone number, you can also enter your legal business name and authorized representative—otherwise, these fields can be left blank. Under the General section, you’ll find options to update duplicate contact settings, enable email verification, disable contact time zone, and edit or disable the automated unsubscribe link that appears in emails.

Billing

BILLING

In the Billing section, you can view, upgrade, or cancel your subscription, as well as see a history of past payments. You can also view your wallet balance, set an auto-recharge amount, add funds manually, and review your transaction history.

DOWNGRADING AND CANCELLATIONS

While you can cancel your subscription directly from this section, it’s always extremely helpful if you also contact our support team so we can talk through your next steps and ensure everything is properly managed.

You may also wish to downgrade rather than cancel. For example, our LAUNCH plan includes essential tools like email, calendars, and social media—ideal if you’re not using advanced marketing features but still want to run your business effectively.

Automation

GLOBAL WORKFLOW SETTINGS

In the Automation section, you can manage global workflow settings. You can enable workflow error notifications by toggling them on and selecting which users should receive alerts when a workflow error occurs.

This tab also allows you to pause workflows. Pausing a workflow temporarily moves it into a draft state during a specific time period. You can select which workflows to pause, set the start and end dates, and choose whether the pause should repeat annually. You can add up to 15 scheduled pause dates.

For all other automation settings, including creating and editing workflows, please go to the Automation > Workflows section. Click here for more information.

Email Services

SMTP Service

In the SMTP Service section, you can view and manage your dedicated sending domain. While we’ve already set this up for you, you can edit the existing configuration or add additional domains if needed. You can also control how your domains are used—for example, you may choose to use one domain for workflow emails, another for one-to-one conversations, and a different one for bulk email sending. These settings give you flexibility if you manage multiple brands or prefer different sending identities across parts of your business.

REPLY & FORWARD SETTINGS

In the Reply & Forward Settings, you can manage how replies are handled. In the forwarding settings, you can add a forwarding address to receive replies not only inside the platform’s conversation view, but also in your personal inbox. However, the forwarding address must use a different domain from the sending domain we set up for you, to avoid creating an email loop.

You can also choose to BCC outgoing emails to another address for your own records. Alternatively, in the reply address field, you can specify a different reply-to address—but please note that replies to this address will not be tracked in the system, and they won’t appear in the conversation thread. Only forwarding settings ensure replies come to both you and the platform.

EMAIL ANALYTICS

Email Analytics provides a breakdown of your email performance. You can filter by date and by email source, such as campaigns, workflows, and booking requests. Within the selected date range, you’ll see statistics for emails sent, delivered, opened, clicked, complained, bounced, unsubscribed, and failed. Clicking on any metric card will show you which contacts are associated with that result, giving you a detailed view of how your emails are performing.

Click here for more information about Campaign email statistics, click here for more information about Template email statistics, and click here for Workflow email statistics.

COMPLIANCE AND DELIVERABILITY

There are three sections that include important tools and insights to help you monitor the quality and health of your email list. If you've uploaded contacts, you'll see a Risk Assessment showing how risky the upload was, based on historical data and potential for bounces. You'll also see Bounce Classifications, which explain the types of delivery failures your emails have encountered—such as invalid addresses or spam-related blocks.

Additionally, Postmaster Tools gives you access to tools that give you insight into your domain reputation and overall deliverability. Click here for more information about sending tools, compliance, and reputation.

Phone Services

MANAGE NUMBERS

In the Manage Numbers section, you can add new phone numbers, edit number settings and configuration, delete existing numbers, or add numbers to an existing number pool. When editing the configuration of a number, you can set up call forwarding, enable whisper messages, turn on call recordings, and adjust incoming and outgoing timeouts. These features are designed to give you control over how calls are handled through the system.

Click here for more information about using phone numbers.

TRUST CENTER

The Trust Center tab is where users based in the United States can apply for A2P 10DLC registration, which is required for sending SMS from a local number. Click here for more information about applying for A2P 10DLC.

MESSAGING ANALYTICS

The Messaging Analytics tab provides reporting for SMS activity. You can filter the data by date range and source, and view message status details such as sent, delivered, failed, errored, received, and opted out. This gives you visibility into how your messages are performing across all campaigns and automations.

ADVANCED SETTINGS

The Advanced Settings tab includes options for number intelligence, voice call configuration, voicemail and missed message callback settings, SMS opt-out handling, sender ID details, message limits, restriction history, and any active call scripts. While most users only use the system for text messaging, this tab provides additional control for those managing phone-based outreach.

Integrations

INTEGRATIONS

Integrations is where you can connect external systems, programs, and apps to work alongside your SuperCoach CRM account. Common integrations include Google Business, Facebook and Instagram (for Messenger, direct messaging, post comments, and lead form ads), as well as TikTok and LinkedIn (for syncing lead form ads).

You’ll also find options to integrate with tools like QuickBooks, Wave, Clio, Shopify, Slack, Printful, Shippo, and WooCommerce. For payment integrations, go to Payments > Integrations. Click here for more information.

FORM FIELDS MAPPING

Form Fields Mapping allows you to map incoming lead data from connected platforms into your system. This ensures that contact details collected through lead forms are matched correctly to your contact fields. You'll see separate tabs for Facebook, TikTok, and LinkedIn, depending on which integrations you've connected.

Form field mapping will only work if the relevant integration is set up first. You’ll need to complete the mapping for each platform to ensure leads flow into the system with the correct information. Click here for more information.

Brand Boards

BRAND BOARDS

Brand Boards allows you to create a design kit with your brand essentials, including your business colors, fonts, logos, and images. Once set up, your branding will be easier to apply across emails, funnels, and other marketing materials—making it quicker to stay consistent without needing to upload assets or manually enter brand colors each time.

You can access Brand Boards by going to Marketing > Brand Boards.