Navigating the Global Account Settings

Marketing 360® Settings Overview

The Settings overview is the central hub for managing crucial configurations for your entire account.

To access your account's Settings, select the App Menu in the top-left corner of your Marketing 360® dashboard and select Settings.

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You can navigate between sections using the options on the left-hand sidebar.


Settings Breakdown

Business Info

  • Account Number: You can easily copy your account number for quick troubleshooting with the support team.

  • Timezone: Set the timezone for your account to keep all time-related data (CRM notes, assignments, etc.) accurate.

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Locations

Add and manage multiple physical locations for your business or organization. More information on configuring your Location settings.

Users & Permissions

Manage and add users who need access to your website, CRM, and other Marketing 360® products. More information on managing users.

Teams

Create groups (Teams) to control which specific areas and contact data within the CRM different groups of people in your business can view. More information on creating teams.

Credits

You can add credits to your account to redeem for managed projects and campaigns implemented by Marketing 360®.

Credit TypeUsage
Ad CreditsUsed for online advertising campaigns.
Content CreditsUsed for organic content marketing services.
Creative CreditsUsed for design work on ads, logos, website banners, and more.
Local Service Ad CreditsUsed for Local Service Ads product campaigns.

Integrations

If you are not using managed services, this section allows you to connect external accounts (like Google Analytics, Google Ads, etc.) to track website analytics, ad performance, and more in one centralized place. Read the full help article on connecting external accounts.

App Visibility

You can select which apps appear in the main navigation and on the dashboard for your account by using the toggle switch next to each app.


Developers

Generate API Keys to integrate with the Marketing 360® platform. More information on adding API Keys​.

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