There are two icons located in the upper right corner of all accounts: a question mark and a gear. When clicked, these icons open dropdown menus for support and account settings. Depending on your role and account type, you may see all or some of these options. In a tiered account, the account Parent and Managers have a slightly different experience than subaccount or standalone account users.
Support menu
When you click on the question mark icon in the upper right corner of your screen, this opens the Support menu. This dropdown contains options for Get support, Help center, What’s new, and Status.
Some users may not see all of these sections, depending on their role and permissions.
Get support
The first option in the dropdown menu is Get support. Clicking on Get support opens our in-app virtual assistant. The virtual assistant can help answer your questions and, if needed, can connect you with additional resources.
In-app support is available to the account Parent and Managers of Teams, Corporate, and HQ accounts. In-app support is available to all users of Lite, Essentials, and Plus accounts.
Help center
The second option in the dropdown menu is Help center. Clicking on Help center directs you to our help site, where you can search for answers to your questions. If your questions are not answered here, then you’ll need to reach out to your internal marketing point of contact for assistance.
What’s new
The third option in the dropdown menu is What’s new, which directs you to our What’s new page, where you can view all of the latest features and enhancements.
Status
The fourth option in the dropdown menu is Status, which directs you to our Status page, which provides the current operational status of all aspects of the application. You can also select to Subscribe to updates, which will send you an email notification for any scheduled maintenance or if a system incident occurs.
Gear icon
When you click on the gear icon in the upper right corner of your screen, a dropdown menu will appear. The dropdown menu contains several options, which vary based on user permissions and account type.
Parent account settings
When the account Parent and Managers of tiered accounts click on the gear icon, they will see a special section in the dropdown menu labeled Parent account settings. This section contains options for Profile, Account, Billing, and Log out. The Profile section is identical to the one described below. The Account section leads to the parent account settings. For a detailed explanation of these sections, please refer to this article.
Beneath the Parent account settings, is the Subaccount settings section of the dropdown, which contains options for Users, Account, Integrations, Archived items, Exports, and Webhooks. This Account section leads to the subaccount settings. Everything under the Subaccount settings section of the dropdown menu is explained in detail below.
Profile
The Profile section contains the following tabs:
- Basics: Edit your first name, last name, and email address / username
- Password: Change your password
- Security: Enable, disable, or change the type of two-factor authentication
- API key: Generate, regenerate, or delete your API key pair
Users
In the Users section, you can view, modify, and delete your existing users, as well as invite new users. For more information about managing users, please refer to the article below that corresponds to your account type:
- HQ: Managing users
- Essentials: Managing users
- Teams and Corporate: Managing users
- Plus: Managing users
- Lite: Managing users
Account
The Account section contains the following tabs:
- Basics: Edit the account’s name, email address, and time zone
- Sender info: Edit the sender name, sender email, and physical address that appears in the footer of your campaigns. For CAN-SPAM compliance, all fields are required
- Notifications: Enable / disable the 24-hour response summary email and enter the email addresses that should receive it
- Custom URLs: Set a custom URL for your landing pages.
- Deliverability: Set up DKIM and check for DMARC and SPF authentication
In tiered accounts, the account Parent and Managers will see two additional tabs:
- Additional info: Edit additional name, address, and phone number information for the subaccount.
- Features: Use the checkboxes to adjust the different features that are available to the subaccount.
Billing
The Billing section contains the following tabs:
- Plan & usage: View your billing frequency, billing term, contact limit, and user limit. View your total contacts and mailing volume month-by-month and download an activity report for previous months.
- Payment & invoices: View and edit your payment method, view your account balance, view and download previous invoices.
- Contact info: Update your billing contact information including name, email address, additional emails, address, and phone number.
This section is not visible to all users. Only certain roles will have this option in the menu.
Integrations
The Integrations section allows you to view, connect, or disconnect certain integrations. This section is not visible to all users.
Archived items
The Archived items section allows you to view, restore, or permanently delete items that have been archived. For more information, please refer to this article.
Exports
The Exports section allows you to download audience and response exports. Please note: Exports are only available for download for 7 days after they were generated. For more information, please refer to these articles:
Webhooks
The Webhooks section allows you to view and create webhooks. This section is not visible to all users.
Log out
The final option in the dropdown menu is Log out. Selecting this option will log you out of your account.