Account Settings

Manage Your Account Settings

8 articles in this collection
Written by Ryan O'Donnell and Marco DiDomenico

Salesforce Integration Settings

Setting up Salesforce CRM integration by mapping your data, creating rules to sync after you connect or re-connect your account.
Written by Ryan O'Donnell
Updated this week

Alternative 'Send From' Address and Aliases

How to add a new email address or alias to use for sending campaigns from a different email
Written by Marco DiDomenico
Updated over a week ago

Sending & Preferences

Connect and test your email account settings (SMTP & IMAP) for Gmail, Outlook, Office365 or custom mail server.
Written by Ryan O'Donnell
Updated over a week ago

How do I share a campaign with a team member?

Share a template or campaign with another member of your team.
Written by Ryan O'Donnell
Updated over a week ago

Unsubscribe Links

How do I add an unsubscribe link to my campaign? How do I remove people who unsubscribe (opt-out) from my email communication?
Written by Ryan O'Donnell
Updated over a week ago

Email Signatures

How to create or edit an email signature to send from another email address you manage
Written by Ryan O'Donnell
Updated over a week ago

Manage 'Account Details' Settings

Edit name, update password, add email addresses, invite team members, troubleshoot and check your Gmail, SMTP or IMAP is connected.
Written by Ryan O'Donnell
Updated over a week ago

Billing and Subscriptions

Manage subscriptions for you and your team. Update your credit card, buy team licenses, edit plans and view payment history.
Written by Ryan O'Donnell
Updated over a week ago