To update your client contact information in your ClickBank account, follow the steps below:
NOTE: Making any changes will prevent you from making any additional changes for a seven-day period.
Step 2: Click the Accounts tab.
Step 3: Select the account nickname of the sales account you want to work in.
Step 4: Click the Account Settings tab.
Step 5: Locate the Account Information box if you want to update any of the following:
Payee Name: The Payee Name can be a business name (like an LLC or a corporation) or the name of the individual associated with this sales account. When ClickBank issues you a payment, it is issued to the payee name in this field.
Address: In this field, provide your physical address, or the address of your business.
Tax ID: You can use your social security number (SSN) or your employer identification number (EIN) in this position. An EIN is a unique identification number issued to businesses by the IRS.
To update this information, click Edit.
Step 6: Once you have made the changes, click Save Changes.
Step 7: From the Account Settings screen, located the Contact Information box if you want to update any of the following:
Name: In this field, provide your first and last name. NOTE: This field is not the same as your Payee Name.
Account Email: In this space, provide an email address that will be used for correspondence between yourself and ClickBank. This email address will not be used for any other correspondence unless you do not provide a specific email address for customer communication.
Account Phone: Provide a phone number here for communication with ClickBank. This phone number will not be provided to anyone else.
Preferred Language: Select your preferred language for user interface and email communications.
Time Zone: In this field, select your preferred time zone.
Email Format: You can select to receive your emails in HTML or text format.
Transactional Email: In this area, provide the email address that you would like to receive customer-facing emails to. These emails include sale notifications, refund/chargeback notifications, and cancellation notifications.
Communication Emails: This section is where you edit what kind of emails you receive from ClickBank. You can choose to receive event emails, product alerts, and/or promotional offers. Or, you can opt out of receiving them.
Role: Select your ClickBank user role from the Role dropdown menu.
Marketing Email Preferences: Indicate which type of marketing emails (if any) you wish to receive from ClickBank.
To update this information, click Edit.
NOTE: Your Account Nickname cannot be changed once your account has been created.
Step 8: Once you have made the changes, click Save Changes.
Step 9: Confirm the changes that you have made to your account and/or contact information via a confirmation email sent from [email protected].
NOTE: You must confirm the changes from the same device and in the same browser for the changes to register and be reflected within your account.
Additional Resources & Related Articles
KNOWLEDGE BASE ARTICLE: How do I edit my payment threshold?
KNOWLEDGE BASE ARTICLE: How do I view my payments and payment information?