← All categories

Settings & Admin

Billing, domains, sending, phone numbers, users, integrations.

Articles

Configure social approvals and per-person publishing rules
Social Approvals lets an organization admin decide whose posts need review before they reach social networks. These controls affect teammates’ ability to publish and approve posts.
Understand why a feature is unavailable to your account
A missing or disabled feature can depend on your organization, role, hub access, subscription, usage limits or feature availability. Start with the message on screen rather than changing settings at random.
Set member roles, hub access and prospecting budgets
A teammate's tier defines what they can do, hub access defines where they can work, and a prospecting budget limits their prospecting spend. Review all three before saving.
Invite and manage organization members
Use User Management to invite teammates and review whether they have finished signing in. An invitation, a member record and a completed first sign-in are separate states.
Install and verify the tracking pixel
Install the tracking pixel’s current embed snippet and check whether WundertreOS can verify it on your website.
Configure external form capture and linked domains
Review automatic external-form capture, exclude forms that should not be captured, and list the sites that share a pixel for cross-domain journeys.
Configure the pixel privacy banner and consent source
Choose which tool supplies the pixel’s consent decisions and review how visitors see your privacy information.
Configure Wunder Uncover visitor identification
Review Wunder Uncover visitor-identification settings for an approved website and check the consent and geographic limits before enabling it.
Attach a chat widget to a tracking pixel
Choose the chat agent that should load on pages where a tracking pixel is installed.
Enable server-side advertising event streaming
Configure server-side website event streaming for the ad-account destinations already mapped in Ads Manager.
Configure messaging defaults and sender identifiers
Messaging Compliance contains separate settings for SMS safeguards and email sender information. Review both tabs with your messaging owner before saving changes.
Configure document branding, signing footer and default roles
Use Documents & E-Sign to set signing-email colors, the signing footer, and the signer roles that appear in new documents. Saving these settings and syncing branding to the e-signature account are separate steps.
Sync brand settings to the e-signature account
Syncing sends your organization’s branding to its Verdocs e-signature account. First save the branding you want to use, then run the sync from Documents & E-Sign.
Create and manage contact custom fields
Custom fields let your organization store information that is not covered by standard contact fields. Fields can also be made available to forms, workflows and segmentation.
Connect the right domain for websites, landing pages and Experiences
Choose the domain setting that matches what you are publishing. Websites, landing pages, and Experiences use different domain controls.
Add DNS records and check domain readiness
Use the DNS instructions for your chosen publishing destination to connect its domain, then check whether the application considers it ready.
Configure and verify an email sending domain
Add a sending domain, copy its authentication records, and check its verification status before using its sender address in email.
Manage your plan and billing account
Use Billing & Usage to review your organization's plan, renewal status and billing account. Plan changes affect the whole organization and may change what you pay.
Read consumption rates, usage and the wallet ledger
Billing & Usage separates your plan, usage, standard consumption rates and wallet activity. Use these views together to understand an expense and its unit of measurement.
Top up wallets and choose consumption overage behavior
Choose the wallet that matches the work you want to fund. A consumption-wallet top-up, an Outreach-wallet top-up and a WundertreX credit purchase are different purchases.
Connect, verify and manage integrations
Integrations & API brings together service connections and apps authorized to access your workspace. Connection methods vary by service, so review the specific card before starting.
Create and revoke organization API keys
Organization API keys provide long-lived access for custom integrations or scripts. Treat a key as a credential with broad access to your organization's data.
Complete missing email messaging identifiers
An Action needed badge on CAN-SPAM / Email indicates that the app has no saved physical postal address for the organization. Complete the sender identifiers with approved business information before using them in outgoing messages.
Create, pause and remove webhook subscriptions
Webhook subscriptions send selected WundertreOS events to an external endpoint. Creating a subscription can start ongoing data sharing, so approve the destination and event categories before enabling it.
Manage organization beta access
Beta access opts an organization into early-access features. The setting applies to everyone in that organization, so discuss the change with your team before enabling it.

Videos