Managing the Accounts Tab
To access the Accounts tab, click on the Settings icon ⚙️ in the upper right corner, and then select Account from the menu.
General
Edit an Account Name: Hover over the account and click into the text box to edit your Account Name.
Set up Invoice Details
Get information related to Billing policies
Branding & Customizations
To save time and ensure brand consistency, you can set "Default Settings." Whenever you build a new campaign, these settings will apply automatically (though you can always override them on a per-campaign basis).
Note: Changing default settings only applies to new campaigns created going forward; it will not retroactively alter live campaigns.
What you can customize:
Gift Branding: Set your default email subject lines, body copy, digital unwrapping animations, and greeting card messages.
Advanced Settings: * Expiration: Set a standard timeframe for how long gift links remain valid (e.g., 60 days).
Checkout Disclaimer: Add custom legal or tax disclaimers that appear when recipients check out.
Redirect URL: Specify a webpage where recipients are sent immediately after claiming their gift.
Reminders: Automatically enable or disable the automated gift reminder emails.
Notifications
Add or remove other dashboard users from receiving Thank You note notifications
Manage Users
Add and update new dashboard users