Now that you have your Trail Account created, the first you can do is to go through all your Personal Settings.

We recommend this, especially for new Trail users, as it helps you understand what's customizable and allows you to personalize your account.

* with the exception of your Disclosures which can be managed from a team member

We'll outline what these Personal Settings are and link to further details on editing these.

Personal Settings can be found by going to the Settings page through either:

1. Clicking the Settings icon at the bottom left corner of the screen.

2. Clicking your name in the top right corner of the screen, then clicking 'Settings'.

When entering the Settings page, you will find the left hand menu will show you the sections for Personal Settings at the top:
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If you are an admin, also your company's Organisation Settings.

From here, you are able to make various changes to your personal Trail account, to suit your workflows.

Let's do a quick overview of the pages here:

This is to change personal profile things like your display photo, your login email address, your phone number and other details. These may appear on the PDF documents that are produced from Trail. More on this here!

Also your Email Signature (at the bottom of the page) too, which appears on any email you personally send on Trail.

This is also where to upload important info like your Declaration or Letter of Authority. More on this here.

This is where to go if you would like to change your Trail account Password- or to set up your 2 Factor Authentication (2FA). More on how to set up your 2FA here!

This is very important for getting the most out of Trail. Connecting your email integration allows automatic syncing of your email communications with clients, onto their relevant Trail Profile. More on setting up in the links below (depending on your email provider):

This setting is for templating any emails that you can send to your client from Trail.

For customizing Trail's set 'trigger' based email templates, click here!

And click here for Custom email templates that you can create to use along with Custom Automations👍

This is important for setting up what events in Trail you want to be notified about so you don't miss out on getting in touch with your client! For more information, click here.

This is where to set your triggers & automated actions in Trail, in relation to product servicing/ monitoring (i.e. Fixed Rate Rollovers, Policy or Investment renewals/ reviews.).

More on this here!

Another important one to get sorted before your business starts sending out Fact Finds