Snappy

A step-by-step on how to use your Invoice billing method.

Invoice Billing Method

A step-by-step on how to use your Prepay billing method

Prepay Billing Method

A step-by-step on how to use your Instant Payment billing method

Instant Payment Billing Method

Credit Card Billing Method

A step-by-step on how to add a PO to your account

Purchase Order (PO) Billing Method

Learn how to set primary payment methods, allocate budgets to specific campaigns, and transfer funds between accounts.

Managing Your Billing Methods

Learn how to reassign active campaigns to a new payment method so you can safely delete expired credit cards from your dashboard.

How to Remove an Expired Credit Card from Your Dashboard

Review the types of Billing and instructions to create a billing method.

Billing Methods

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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