The Settings overview is where you can manage important settings for your account, including your business information, the users on your account, billing information, and more. In this article, we'll go over how to navigate the global settings and review some of its features.
To access your account's Settings overview, select the App Menu in the top-left corner of your Marketing 360® dashboard. In the drop-down menu, select Settings.
On the Settings overview page, you can navigate between each section using the options on the left-hand sidebar.
Business Info
This page allows you to add or manage all of the business locations associated with your account.
If you ever need to send your account number to the support team for easy troubleshooting, you can easily copy your account number to include in your support ticket.
You can also set the Timezone for your account. This setting help keep things like CRM history notes, creative to-do assignments, and other time-related things all on point.
Locations
On the Locations page, you can add multiple locations for your business or organization. More information on configuring your Location settings.
Users & Permissions
You can manage and add users who can access your website, CRM, and other Marketing 360® products. More information on managing users on your Marketing 360® account.
Teams
Teams give you the option to allow specific groups of people in your business or organization to view specific areas within the CRM. The flexibility of teams allows you to restrict as much or as little contact data as you'd like from the various team members in your business.
More information on creating teams within your organization.
Credits
You can add credits to your account, which can be redeemed for managed projects and campaigns implemented by Marketing 360®. Click the + button in the corner of each block to contact your dedicated team, who can add the credits to your account.
| Ad Credits |
Used for online advertising campaigns. |
| Content Credits |
Used for organic content marketing. |
| Creative Credits |
Used for design work on ads, logos, website banners, and more. |
| Local Service Ad Credits |
Used for the Local Service Ads product campaigns. |
Integrations
If you are not using managed services where an Ad Specialist manages the connections to various marketing platforms, the Integrations settings allow you to track of website analytics, ad performance, search engine rankings, and more in one place.
To learn more, click here to read the full help article on connecting external accounts for reporting apps in Marketing 360®.
App visibility
Choose which apps show in the navigation and the dashboard for your account. Click the toggle switch next to each app to turn it on or off.
Developers
The Developers page lets you generate API Keys to Marketing 360®. More information on adding API Keys.
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