Settings & Billing

Manage your EcoSend account and access your Billing Area

Team Members & Permissions 👥

Invite Team Members

Note: Only project admins can add/remove team members.

  1. Use the 'project picker' dropdown at the top of the sidebar to choose which project you want to share.

  2. Then head to the Settings > Current Project > Team Sharing

  3. Click 'Add a Team member' – then add the email address of the person you want to share with.

Team Permissions

As a Project Owner, to edit a Team Member’s access, head to Settings > Current Project > Your Team

Click the Options dropdown next to the relevant Team Member, and select Edit Team Member.

You can designate between Shared User and Admin. Admins have boosted access to add/remove other team members, as well as the
ability change a project's details such as timezone.


Invite Team Members

Note: Only project admins can add/remove team members.

  1. Use the 'project picker' dropdown at the top of the sidebar to choose which project you want to share.

  2. Then head to the Settings > Current Project > Team Sharing

  3. Click 'Add a Team member' – then add the email address of the person you want to share with.

Team Permissions

As a Project Owner, to edit a Team Member’s access, head to Settings > Current Project > Your Team

Click the Options dropdown next to the relevant Team Member, and select Edit Team Member.

You can designate between Shared User and Admin. Admins have boosted access to add/remove other team members, as well as the
ability change a project's details such as timezone.

Invite Team Members

Note: Only project admins can add/remove team members.

  1. Use the 'project picker' dropdown at the top of the sidebar to choose which project you want to share.

  2. Then head to the Settings > Current Project > Team Sharing

  3. Click 'Add a Team member' – then add the email address of the person you want to share with.

Team Permissions

As a Project Owner, to edit a Team Member’s access, head to Settings > Current Project > Your Team

Click the Options dropdown next to the relevant Team Member, and select Edit Team Member.

You can designate between Shared User and Admin. Admins have boosted access to add/remove other team members, as well as the
ability change a project's details such as timezone.

Setting up Notifications 📯

Notifications can be sent to any of the integrations you've connected to EcoSend (eg. Email, Slack, Zapier etc)

You can be notified when:

  • Your site gets a real-time traffic spike or dip

  • A user enters or exits a specific Smart Group in People CRM

  • You receive a new Live Chat or email message

If you've created Smart Groups to track your user activity, you can enable notifications each time a new user enters or exits one of those groups.

Some of the best use-cases for Notifications include:

  • Sending a message to a Slack channel when a lead from a targeted industry enters a Smart Group for new sign-ups

  • Sending an email notification to an account owner when a high value account shows signs of inactivity

  • Sending a notification when an account's subscription date is up for renewal in 30 days


💡 EcoSend integrates with many third party tools, so many that we needed one place where you easily manage them all.


The Integrations tab makes it easy to add, configure, and disable all the tools that you want to integrate with EcoSend


Some of our favourite integration partners include:


  • Slack
    - send Smart Group notifications straight into designated Slack channels.

  • MailChimp
    - import your MailChimp users and custom tags into EcoSend Contacts in seconds!

  • Zapier
    - integrate EcoSend with 1,000s of external applications.

  • Segment
    - use EcoSend as a target destination from Segment.

Integrations Centre 🤝


💡 EcoSend integrates with many third party tools, so many that we needed one place where you easily manage them all.


The Integrations tab makes it easy to add, configure, and disable all the tools that you want to integrate with EcoSend


Some of our favourite integration partners include:


  • Slack
    - send Smart Group notifications straight into designated Slack channels.

  • MailChimp
    - import your MailChimp users and custom tags into EcoSend Contacts in seconds!

  • Zapier
    - integrate EcoSend with 1,000s of external applications.

  • Segment
    - use EcoSend as a target destination from Segment.

Return to the EcoSend Support Hub 🌳

Everything you need to get set-up for success with EcoSend!

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