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How to Set your Global Setting Options

In this article we will explain how to set your global setting options.

Written by Michael Batalha
Updated over a month ago

When setting up an automation, you may see the message:

             "Please set your global message setting options"

This simply means that a required step was skipped during setup.

To resolve this, open your automation and click on any Send a Message action in your workflow.

Once selected, you will see additional options on the right side. Under Edit your message, click:

Change your global message sending options

Global Message Settings

This will open a settings window where you can configure the required details for your automation.


​Campaign Name

Allows you to update the name of your automation.

From Name

Sets the default sender name for all messages in the automation.
This saves time if you plan to use the same name across multiple messages.

From Address

Your sending email address comes from your Brand Profile.
Make sure your Brand Profile is set up and verified, otherwise you won’t be able to send messages.

Message Category

Used to classify your message. Start typing to see available options.

Once you’ve completed these settings, click Save.

After saving, you’ll be able to continue and enable your automation.

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