To locate your account settings, expand the User menu in the bottom left corner of the app and select Settings.
Switch accounts
To switch between account you have access to:
Expand the User menu and go to Settings > Users and teams > Accounts.
Select the Login icon for the account you want to switch to.
Explore settings
When you navigate to the Settings area of Dotdigital, you can manage a wide range of administrative tasks.
The Settings finder
To quickly find what you’re looking for in the Settings area, you can use the Settings finder to search the page titles of the different pages housed in the Settings area of the platform.
To do this:
Select the Settings finder icon in the top right.
Enter your search term. Suggested search results are displayed as you type.
Select the search result you want to be taken to that page.
Settings areas
You might not see all of the options listed below, as some are dependent on user permission level or the activation of certain features.
General
Usage
View sends, account usage and additional charges.
Account settings
Manage your account locale, time zone and address as well as email regulatory settings, unsubscribe and preference centre settings, feature activation and two-factor authentication.
Domain names
View and manage domains purchased through Dotdigital.
Sender reputation
Monitor your email sender reputation and indicators.
Recycle bin
View, remove and restore deleted items.
Exports
View and download data exports made in the last 30 days.
Insight data
View and manage account-scoped insight data collections.
Users and teams
Account level
Only top-level (parent) accounts see this section. For child accounts, the available option is Manage users.
Users
Create, delete and manage permissions for account users.
Accounts
Manage accounts within your account hierarchy.
Templates
Share or unshare email templates across accounts.
Billing
Billing details
Manage your billing and payment details.
Invoices
View and pay invoices.
Credit notes
View any credit notes issued against your account.
Upgrades and add-ons
Purchase upgrades and add-on features for your account.
Contacts
Contact data fields
View, manage and create default and custom data fields.
Marketing preferences
Set up and manage marketing preferences.
Insight data
View and manage contact-scoped insight data collections.
Subscription settings
Manage double opt-in and resubscribe settings for email.
Email seed list
Add or remove addresses from your seed list.
Contact scoring
Create and manage Contact scoring rules and labels.
Signup forms
Set up and generate the code for a signup form to add to your website.
Import history
View your historical contact imports.
Imports history is stored for 30 days.
Scheduled data upload
Set up scheduled data imports for contacts or Insight data.
From addresses
Manage your verified email from addresses.
Inbox test results
Access and view the results of email campaign inbox tests.
Feeds
Set up a campaign feed widget.
Suppression settings
Set and manage email suppression settings.
EasyEditor extension settings
Manage your installed EasyEditor extensions (app blocks).
Default auto responder
Set up a default auto-response for email campaign replies.
SMS
SMS from names
Create and manage SMS campaign from names.
SMS auto-responders
Set up a default auto-response for inbound SMS messages.
SMS settings
Manage SMS numbers, country rules and branding, and view the SMS rate card.
Tags
View, create, delete and edit email campaign and account tags.
Digital marketing channels
Manage your settings for:
Facebook Audience
Messenger
Google Ads
Push notifications
Triggered SMS profiles
If you had a pre-existing Triggered SMS profile, you can find this here too.
Commerce
Commerce settings
Manage currency, revenue attribution and RFM filter settings, as well as the abandoned carts conversion window and eRFM decision window.
Store
Set up and manage ecommerce store settings.
Catalogs
Manage your product catalog data.
Abandoned carts
View your abandoned carts dashboard.
Product notifications
Set up back in stock notifications for your store.
Product recommendations
Create and manage product recommendations.
Product recommendations insight data
View and manage product recommendation insight data collections.
Chat
Settings
Manage your chat widget and teams.
Feature tours
View tips on how to use the features of Chat.
Tracking
Broadcast email link tracking
Add query strings to your email campaign links.
Site & ROI tracking
Set up and manage site and ROI tracking.
Transactional email link tracking
Manage transactional email tracking options.
SMS link tracking
Create and manage UTM tracking tags for SMS campaign links.
Access
API users
Set up and manage users to access the Dotdigital API.API rate limits
Set your rate limit per API user.
API logs
Enable and check API logging.
SFTP users
Set up and manage users for the scheduled data importer.
Extension profiles
Create and manage profiles for extensions to the program builder.
Web behavior profiles
Set up or edit your web behavior tracking profile.
Transactional email
From addresses
Manage your verified from addresses.
Complaints
View any complaints logged against your transactional email sends.
Credentials
Set up and manage transactional email users.