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Account Setup and Store Settings
Account Setup and Store Settings
Update your store branding, integrations, billing information & more.
Updated over a week ago

All settings can be found in the top right navigation menu. If you have more than one Springbot account, you can change between your stores using the "change store" button found here.

User Profile

This is the section in which you can change the name and password for the account holder.

Store Settings

This includes general store profile information including your address and time zone settings. The address listed here is what is pulled in for the [[store_address]] tag in your email campaigns. You can also add users to your account by using the "users" tab here.

This is also where you will find the settings for each feature that you have activated in your account. Click the name to expand or close the settings for each feature.

Email Setup:

  • Default Customer Name: If you're using the [[customer_first_name]] tag and we don’t have a subscriber’s first name, this will be how you greet them in your email. Valued Customer, Friend, Shopper are all good options here.

  • Engagement Threshold: This is the amount of time that Springbot will take to determine if a subscriber is Engaged or not. For example, if a subscriber opened or clicked an email within 3 months, they would be considered an Engaged subscriber. If they have not opened an email of yours within the allocated threshold time, they would be considered Unengaged.

  • Default From Email Address: This is the email address you will send your emails from. This address must be from your store's domain.,, etc. will not be permitted here. If you need help creating an email from your store's domain, click here for additional resources.

  • Turn On Double Opt-in Email Confirmation (Optional): This feature is primarily used for stores located in the UK & EU to remain GDPR compliant. If you select this option, you’ll also need to use our Confirmation Automation. This is a double opt-in process for your new subscribers and they won’t officially be on your list until they confirm they subscribed to your list via the confirmation email they receive. This applies to all new subscribers who sign up for your email list via your Pop Up Sign Up Form or Embedded Sign Up Form.

  • Use One-Click Unsubscribe (Recommended): This activates our one-click unsubscribe feature, which allows subscribers to easily remove themselves from all your email lists with just one click. Turning off this setting enables our two-click unsubscribe process. Your customers will be taken to an unsubscribe preference center where they will see the name of all lists you currently have them subscribed to. They will be able to manually select which lists they want to leave, and which lists they want to remain active on. More information can be found here.

  • Sync Subscribers to Your Email Lists: This setting will automatically sync any contacts (guests or customers) who have the status "Subscribed" or "Opted-in" from your shopping cart to your Springbot "All Subscribers" Email List.

Account Billing

  • View your billing information and payment type on file.

  • Here you can change your subscription type, add extra email sends, find extra add-on features available, access previous invoices, cancel your account, or update credit card information.

Cart Installation & Integrations

  • Here is where you come to connect your shopping cart to Springbot so that the purchase/product information can talk to Springbot. Click on the platform on which your site is hosted and follow the steps to connect your store.

  • Facebook, Instagram & Twitter: Connecting your preferred social media channels will allow you to utilize Springbot's social media features - like scheduling posts and viewing engagement. More info found here.

  • Zapier: If you utilize Zapier & want to connect it to Springbot, simply click on it and follow the prompts.

  • Recaptcha: reCAPTCHA is a free service offered through Google that allows you to better protect your website from spam by providing a test to help screen out bots.

Store Branding

Completing this step will ensure all of your branding is consistent throughout Springbot! You will be prompted through a list of pages to upload your logo and change your branding colors, fonts, social links, and more. You can go back and edit these settings later, so don't worry if you are missing something right now!

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