Accoung Settings - Main View

To get to your Account Settings, log in to the portal. From the Dashboard, click on the green circle with your initials in it with the drop-down arrow.

When the drop-down menu appears, choose the first option Account Settings and it will open up a new page.

You will find access to all of the following settings here:

• Account Details
• API Access
• Billing
• Email Settings
• Email Snippets
• Fields - Contact Level
• File Manager
• General Fields - Account Level
• Groups
• Imports
• Loyalty
• Message Usage
• Personal Profile
• RFM
• Shopify
• SMS Settings
• Templates
• Web Push Notifications
• Wordpress/WooCommerce - Coming Soon

Account Settings Overview