Step 1: Navigate to your Company Profile and then the Billing and Membership tab.
Step 2: Location your Auto-replenish & CRM Max Spending Settings on the right side.
Step 3: Enable Auto-Replenish, if you would like.
Auto-repenish is not required for automated mailings or for future mailings but, if you set your Max Spend to more credits than you receive each month, without turning on auto-replenish the system will not be able to buy additional credits on your behalf to reach your max spend. It will only use the credits you already have in your account.
Step 4: Set or Adjust Your Maximum Monthly Spending Limit.
The Max Spending limit is required if you plan on sending any mailings through automation with your CRM.
It is also needed if you plan on sending future mailings such as through a sequence.
The Max Spend tells the SendJim system the maximum number of credits you are allowing to be used through automation or future mailings per month. Once you reach your Max Spend, automation will stop, you will receive emails notifying you about it and you will either need to choose to leave it alone or choose to come in and increase it.
If you increase your Max Spend, the pending orders that would have put you over your max will then process as expected.
Step 4: Click Save in the bottom right corner.
Questions? Open a Chat to Speak with a Member of our Team.