Getting started on Optimize AllWelcome and your account · Lesson 3 of 10

Account settings, notifications and support

Article · 10 min · 8 min lecture

Video lecture

Settings, email preferences and getting help

13 chapters · about 8 min · full transcript

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Chapter 1 of 13

Your settings, your inbox

  • Where every setting lives
  • Email and WhatsApp preferences
  • Getting fast help from Support

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Chapters

Your control panel

Once your account exists, almost everything you can change about it lives under Profile in your portal. The profile area has four tabs, each with its own address so you can bookmark them:

TabWhat it controls
ProfileYour details, interests, marketing emails and WhatsApp number; your earned course badges also show here
Payout detailsHow finance pays you (covered in the earnings lesson)
NotificationsWhich messages reach you by email and WhatsApp
SecurityYour password and Google sign-in

Outside the profile area, two more places matter every day: the notification bell in the top bar (with the full Notifications page) and Support, where you ask the team for help.

The Profile tab

About you holds your display name, country, language and time zone. The time zone hint is worth reading: dates, deadlines and your post times are shown in this zone. If you move from Karachi to Dubai, update it the day you arrive.

Interests are short tags (up to 40 characters each), for example fitness, skincare or personal finance. They help match you with relevant campaigns, so keep them honest and specific.

Messages from us has two switches that people often confuse:

  • Email me about new campaigns and tips is your marketing email opt-in. It is optional. The description is explicit: account, submission and payout emails are always sent whatever you choose here.
  • WhatsApp number and Send me notifications on WhatsApp. Enter the number in international format with the country code (the example on the page is +923001234567). Turning WhatsApp off removes the number. Which WhatsApp messages you get is chosen on the Notifications tab.

If you have passed any Academy courses, an Earned badges card also appears on this page, with each badge linking to its public verification page.

The Notifications tab: what we send you

This tab is a table. Each row is a kind of notification, grouped under headings such as Account and Creator program. Each column is a channel: Email and WhatsApp. Tick or untick a cell, then press Save preferences. If you change your mind, Discard changes resets the table, and a counter shows how many unsaved changes you have.

Three rules explain everything you see:

  1. In-app notifications are always on. The bell and the Notifications page always receive them; the table only controls email and WhatsApp.
  2. Essential messages cannot be turned off. These show a lock and Always on. They include email verification, password reset, account status changes and payout paid.
  3. Marketing messages need two switches. Rows such as New campaigns and We miss you are marketing. For email, they also need Email me about new campaigns and tips switched on in your Profile tab; the table reminds you of this under the row.

If WhatsApp shows as unavailable, the page explains why, usually with a link to add your WhatsApp number on the Profile tab.

Examples of rows you can control include Submission decisions, Reversed approvals, Appeal outcomes, Earnings approved, Payout scheduled, Payout holds, Achievements, Referrals, Support replies and Discount codes.

Marketing emails outside your account

Newsletters and marketing emails sent by Optimize All include links at the bottom to unsubscribe or to open an email preferences page. Those links work without signing in. Use them when a specific newsletter is not for you.

The Security tab

  • Change password needs your current password, a new one and a confirmation. Afterwards you are signed out everywhere and asked to sign in again.
  • Set a password appears instead if you created your account with Google and have no password yet.
  • Sign in with Google lets you connect or disconnect a Google account. You cannot disconnect Google while it is your only way to sign in; set a password first.

Getting help: Support

Open Support in the portal navigation. The page suggests checking the FAQ first; if you still need help, choose New ticket:

  1. Pick a Category.
  2. Write a clear Subject.
  3. Under How can we help?, include links, dates and what you expected to happen.
  4. Link the related submission or related payout when your question is about one, so the team sees exactly what you mean.

The team replies by email and inside the ticket. The form's hint is important: never share passwords or full bank details in a ticket. When your question is answered you can close the ticket; you can still read it later.

A worked example

Illustrative. Daniel is a UK-based creator who gets too many emails but does not want to miss money-related updates.

  • On Profile, he switches off Email me about new campaigns and tips. Marketing emails stop; account, submission and payout emails continue.
  • He adds his WhatsApp number in international format and switches WhatsApp on.
  • On Notifications, he unticks email for Achievements and Referrals, ticks WhatsApp for Submission decisions and Payout scheduled, and presses Save preferences.
  • Payout paid still shows Always on, which is exactly what he wants.

Result: fewer emails, faster alerts for the two events he acts on, and nothing important is lost because everything still appears under the bell.

Hands-on

  1. Open Profile and check your time zone, language and interests. Add three specific interests.
  2. Decide on marketing emails and set the switch accordingly.
  3. Optional: add your WhatsApp number in international format and switch it on.
  4. Open Notifications. For each group, decide which rows you want by email, which by WhatsApp, and which only in-app. Save.
  5. Open Security. If you have a password, confirm it is unique. If you signed up with Google, set a password.
  6. Open Support and read the FAQ link, so you know where answers live before you need them.

Common mistakes

  • Expecting the marketing switch to stop payout emails. It never does; those are transactional.
  • Forgetting to press Save preferences on the Notifications tab. Check the unsaved-changes counter.
  • Putting bank details in a support ticket. Payout details belong only on the Payout details tab.
  • Opening a general ticket about a submission without linking it. Link it, and you will get an answer faster.

Key takeaways

  • Profile has four tabs: Profile, Payout details, Notifications and Security.
  • In-app notifications are always on; the Notifications table controls email and WhatsApp per row.
  • Essential messages such as password reset and payout paid cannot be turned off; marketing email also needs the marketing switch on.
  • Support tickets get faster answers when you link the related submission or payout, and must never contain passwords or full bank details.

Check your understanding

Quick questions to lock in the lesson. They don’t count towards your certificate.

  1. You switch off "Email me about new campaigns and tips". Which emails do you still receive?
  2. A row on the Notifications tab shows a lock and "Always on". What does that mean?
  3. Which details should you include in a support ticket about a rejected submission? (Choose all that apply.)

Put it into practice

Open Profile, then Notifications, and set each row to the channels you actually need; press Save preferences and confirm the bell still shows your latest updates.

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