Account Settings

Accept Payments

  • How to view payment statuses

    Last Updated: 03.10.2024

    All payments you accept using SendPulse services are saved to your account. This can help you track payment statuses, see who bought your products, and maintain accurate financial records.

  • How to connect Klarna as a payment system

    Last Updated: 03.10.2024

    You can add a payment button to your chatbots and landing pages to accept online payments from users through Klarna. This payment method offers customers flexible payment options, such as recurring or installment payments. It encourages customers’ loyalty and increases conversions.

  • How to connect Cryptomus as a payment system

    Last Updated: 19.08.2024

    You can add a payment button to your chatbots and landing pages and accept online payments from users using Cryptomus. To integrate Cryptomus with SendPulse, you'll need to create your Cryptomus account and merchant, copy your ID and API key, and get them authorized by SendPulse.

  • How to connect Whitepay as a payment system

    Last Updated: 01.07.2024

    You can add a payment button to your chatbots, websites, courses, or CRM system to accept online payments. On the payment page, users can transfer cryptocurrency to your wallet and click “Pay with WhiteBIT.”

  • How to connect plata by mono as a payment system

    Last Updated: 21.05.2024

    You can add a payment button to your message templates and accept online payments from users via your Monobank account. To set up the integration with SendPulse, access to the Monobank accounting office, and an added acquiring and integration token in your SendPulse account.

  • How to connect Flutterwave as a payment system

    Last Updated: 21.05.2024

    You can add a payment button to your chatbots and landing pages and accept online payments from users using your Flutterwave account. To integrate Flutterwave with SendPulse, you'll need to create and activate a Flutterwave account, copy your keys, get them authorized by SendPulse, and create a webhook.

  • How to connect Mercado Pago as a payment system

    Last Updated: 21.05.2024

    You can add a payment button to chatbots and landing pages to accept online payments from users with your Mercado Pago account. To integrate Mercado Pago with SendPulse, you'll need to create and activate a Mercado Pago account, copy your token, and have it authorized by SendPulse.

  • How to connect LiqPay as a payment system

    Last Updated: 21.05.2024

    You can add a payment button to your chatbots and landing pages and accept online payments from users using your LiqPay account. To integrate LiqPay with SendPulse, you'll need to create and activate a LiqPay account, copy your public and private keys, and get them authorized by SendPulse.

  • How to connect Stripe as a payment system

    Last Updated: 29.11.2024

    You can add a payment button to your chatbots and landing pages to accept online payments from users through Stripe. This payment method offers customers flexible payment options, such as recurring or installment payments. It encourages customers’ loyalty and increases conversions.

  • How to Integrate SendPulse with Fondy

    Last Updated: 21.05.2024

    You can add a checkout button to message templates and accept user payments to your Fondy account by connecting your account to SendPulse. To integrate Fondy with SendPulse, you need to create a merchant and add your merchant ID for authorization with SendPulse.

  • How to connect a PayPal account

    Last Updated: 21.05.2024

    You can add a checkout button to message templates and accept user payments to your PayPal account. To integrate PayPal with SendPulse, you need to create a connection to PayPal, add an event to track and insert the ID for authorization in SendPulse.

  • How to connect Wayforpay as a payment system

    Last Updated: 02.02.2024

    You can add a payment button to your chatbots and landing pages and accept online payments from users using your Wayforpay account. To integrate Wayforpay with SendPulse, you'll need to create and activate a Wayforpay account, copy your keys, and get them authorized by SendPulse.

User Roles

  • How to invite a user to your team

    Last Updated: 14.11.2024

    You can invite new users and manage their SendPulse access rights. This will help increase project collaboration efficiency and enhance team cooperation.

  • How to manage a team

    Last Updated: 03.10.2024

    Creating teams in the CRM system helps you distribute the workload among your employees evenly and give users access to data and tools based on their roles. This allows you to access different teams’ workspaces from your account easily.

  • How to distribute standard user roles' access rights

    Last Updated: 26.09.2024

    To simplify your team’s workflow and increase their efficiency, you can provide access to your SendPulse account and grant the rights to view and manage data.

  • How to create a custom user role

    Last Updated: 26.09.2024

    User role permissions allow you to allocate access rights to improve your teamwork and ensure data security. With SendPulse, you can use the existing roles or create a custom one with the specified permissions and access rights.

Security

  • How to set up two-factor authentication on your SendPulse account

    Last Updated: 05.02.2024

    To make your SendPulse account more secure, you can set up two-factor authentication. Third-party users will not be able to get into your account even if they know the password and login. You can log in only after entering a code received via SMS or Google Authenticator.

  • How to delete temporary files in browsers

    Last Updated: 05.02.2024

    Cookies, and other temporary site files are stored in your browser’s cache to make page loading faster on repeat visits.

SendPulse Billing

  • How to get an invoice

    Last Updated: 05.02.2024

    To get documents about your SendPulse orders for bookkeeping and accounting purposes, you can download them in the PDF format in your account.

  • How to view your SendPulse subscriptions

    Last Updated: 16.09.2024

    On the SendPulse platform, you can top up your account balance, pay for services, and manage your subscriptions. You can set up automated subscription renewals or pay for services manually.

  • How to pay for the SendPulse services with cryptocurrency

    Last Updated: 05.02.2024

    You can pay for the SendPulse services using your cryptocurrency wallet.

  • How to manage SendPulse subscription plans

    Last Updated: 10.09.2024

    A subscription to a plan is an agreement between a user and a service, according to which the service organization agrees to provide the user with a set of services under the terms of the plan, and the subscriber receives the right to use the services and undertakes to pay for these services.

For partners

  • How to manage the Agency Area

    Last Updated: 09.12.2024

    The Agency Area allows agencies and freelancers to access their clients' accounts after joining SendPulse's partner program.

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