Meera R | November 25th, 2021

Where to Find Settings Page

Where is the Settings Page in SendX?

This article explains where to find the Settings Page and provides an overview of the different options available within it.


How to Access the Settings Page

You can find Settings by clicking on your username located at the top-right corner of your SendX dashboard.

From the dropdown menu, select Settings to open the main Settings Page.

Inside the Settings Page, you will find several options that allow you to customize and manage your SendX account effectively.


Sections Inside the Settings Page

1. Site Setup

Under Site Setup, you can:

  • View or edit your Team ID and API Key.

  • Access your Site Code, which allows you to track visitor behavior on your website and improve marketing automation.


2. Account Details

This section contains important information about your account.
You can click here (insert link) to learn more about editing or viewing your Account Details.


3. Preferences

In Preferences, you can:

  • Change your Default Email Editor (from Drag & Drop Editor to Plain Text Editor).

  • Modify your Newsletter Archive visibility settings (Show or Hide).


4. Integrations

Here, you can:

  • Add New Integrations with other tools and platforms.

  • Edit or manage existing integrations directly from this page.


5. Templates

The Templates section allows you to:

  • Create your own email templates.

  • Edit or delete existing templates as needed.


6. SMTP Providers

In this section, you can connect SendX to a third-party SMTP service provider of your choice for sending emails.


7. Members and Teams

Under Members and Teams, you can:

  • Add new team members to your SendX account.

  • Remove or manage permissions for existing members.


8. Billing Details

For all invoice-related information and payment history, visit the Billing Details section.
You can click here (insert billing page link) for more details.


Wrap Up

That’s it!
You can access and customize all major aspects of your SendX account through the Settings Page. From managing your team and integrations to editing templates and billing details, everything is just a click away.

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