Documentation > Account Settings > Customization

Account-wide Default Tool Settings

The Default Tool Settings help you save time and ensure accuracy and consistency across staff by selecting account-wide defaults for these marketing tools:

PDF Reports (email message settings)
Client Dashboards (report selection and options)
Link Manager (Google Drive document storage)
Tag Manager (rules)
Search Console (monthly snapshot archive)
Custom SEO Metric (formula)
Platform Report Data Caching & Google Trends setting

Table of Contents

Video: How to Utilize Account-Wide Default Tool Settings

Access Default Tool Settings

The Default Tool Settings screen is in the My Account section of Rank Ranger, click on the Account in the main menu and scroll to Default Tool Settings.

PDF Report Account Default Settings

Standardize White Label PDF Report Email Settings

These global settings will be applied to all White Label PDF Reports that are created after these settings have been saved. The default settings are a time-saving convenience feature, and can be changed in the Report Details screen of individual PDF Reports as needed.

Enter the From Email Address you want displayed as the sender of the message that the PDF report is attached to.
In the From Name field, enter the name of the company or person you want displayed as the sender of the email message that the report is attached to.
Enter a BCC Email Address if you have someone who should receive a copy of the report without displaying for the other recipients to see. This field could also be used to send yourself a report copy. (Note: Recipient email address(es) must be set in the individual White Label PDF Report Details screen).
Enter a generic email Subject to display in the subject line of the email message (our system default is "SEO Report"). If you want the date that the report is sent to be in the subject line, you can add %DATE% to it. For example:
Your Marketing Report for %DATE% will display in the recipient's subject line as Your Marketing Report for 04-30-2017 (if the report is sent on April 30th)
The email subject line is limited to a maximum of 78 characters including the date. Additional characters can wrap to a second line in the subject or may be truncated by the recipient mail server.
If you have a specific filename you want used for all of the reports you send out, enter that in the PDF Filename field (our system default is "SEO Report"). If you want the date that the report is sent to be part of the PDF Filename, you can add %DATE% in the PDF Filename field. For example:
monthly-seo-report-%DATE% will cause the file to be created and named as monthly-seo-report-04.30.2017.pdf (if the report is sent on April 30th). The report filename is limited to a maximum of 255 characters including the date.
Enter Personalized Mail Content if you have a standard message you want sent with all of your White Label PDF reports. If this field is left blank, the default Rank Ranger message will be sent. The WYSIWYG editor offers the freedom to format the font, add links and insert images that are hosted on the Internet.
Click the Save button.

Client Dashboard Account Default Settings

Link Manager File Storage in Google Drive

Connect Google Drive with Link Manager for Link-related Documents

Connecting a Google Drive to your Link Manager will allow you to attach files (e.g., invoices, link exchange agreements, etc.) to individual Link records.

After connecting a Google Drive account to your Rank Ranger account, open the Account Settings > Default Tool Settings screen
Expand the Link Manager section
Select a Drive Connection and click the Save button. When successfully connected, the Google Drive user's name and usage statistics display.

Set Default campaign filter in the report:

Set either to Current Campaign or to All Campaigns (which will set a default display setting for the links in the Report Options)

Add Files to Link Details

After connecting a Google Drive to Link Manager, open the Reports > Organic Search > Link Manager > Links screen and click the Edit (pencil) icon for an individual link.

Scroll down the screen to the Files & Documents section.
Click the Choose File button, navigate to and select the file on your computer.
Click the Upload button

Successful File Upload to Google Drive

When files display in the Files & Documents section of a Link Details screen, they have been successfully uploaded to the Google Drive account connected in the Localization & Settings screen. From here authorized users of the Rank Ranger account can download or delete the files.

Successful Link related file upload to Drive

Google Drive Link Manager Folders

Each individual Link is assigned an ID in the Link Manager and those IDs become the folder names in the Google Drive connected to the Rank Ranger account. Folders can be shared, renamed and moved to other locations in Google Drive as needed. Files can be deleted from the Link Details screen by an authorized user* or from Google Drive.

*By default, a user can only manage the links s/he created unless "Manage Account Links" permission is granted by the account administrator (refer to Manage Users permissions).