The Settings page (found by clicking on the ⚙️ icon in the bottom left corner) contains configurations for your Conversion project such as your business info, integrations, email domains, etc.
Business
The business page stores information about your company, which Conversion uses generate relevant marketing content.
Brand: Set your company name, description, logo and icon.
The name and description is used to give Conversion context about your company, and is used when generating AI snippets in emails.
Your logo is used to customize the email unsubscribe page your recipients see.
Company: Set your company address, contact information, industry, etc.
Used to generate compliance documentation displayed in Conversion forms
The integrations page stores all your integrations with Conversion.
Website: Manage the connection to your website for website page and form submission tracking.
See Installing the Conversion Website Pixel for more info
CRMs: Manage your CRM connection.
See Hubspot Integration and Salesforce Integration for more info
Webhooks: Setup the outgoing webhooks your workflows can call
See Webhooks for more info
Slack: Connect your Slack account to send messages to your workspace in your workflows
Learn more about the Slack Messages workflow node
Apollo: Connect your Apollo account to enrich contact and company data in your workflows
Learn more about the Apollo Enrichment workflow node
API: Create keys used to authenticate calls to Conversion's API
See API for more info
Emails
The email settings page contains settings for all email related configurations.
Email domains: Connect domains you want to send emails from by adding the provided DNS records to your domain
See Connecting Domains for Email Sending for more info
Email senders: After connecting a domain, you can add any number of email addresses to send emails from
See Managing Email Senders for more info
Email topics: Add new email subscription topics to categorize your emails into, so recipients can selectively subscribe to topics they want
See Email Subscription Topics for more info
The members pages allows you to invite your fellow team members to your Conversion project and see/edit the permission levels of all members. See Manage Team Members for more info.
Manage all your uploaded media here. See Media Library for more info.
Jobs
View your CSV download jobs here. Once you've requested a CSV to be downloaded, a job will populate here as it processes. Once it's complete, you can download the requested CSV.