The settings interface.
To access the settings interface in the Postbag webapp, you need to login to your account and then click the Settings button from the top-right navigation which looks like below:
After the click of the button, you will land to the Postbag settings interface which looks like on the following image.
As it is obvious from the figure, there are multiple pieces of information which you can find there so let's dive into what each part means.
Every subscription type available in Postbag is rate limited. This means that whatever your Postbag subscription package is, there will always be a maximum number of certain actions that you can do.
When you deplete your credits, you can either wait for the next billing cycle when your defined number of credits will be granted again or, you can upgrade your subscription to a higher credit limit. In any case, you will always be able to see remaining credits in the settings interface.
Outreach list credits are used when you build your outreach list. Every new list that you build will decrement your credit balance by 1. After the outreach list is built, you can open it, close it and do anything else with it for unlimited number of times. It is just the actual list build that takes away a single credit from your account.
Email finder credits control how many times you can use our Email Finder feature. Every single search for a personal email will take away 1 credit, even if the email wasn't able to be found.
Email sender credits define how many personal outreach emails you can send from the Postbag webapp. For every email that you actually send, 1 credit will be taken away from this balance.
Immediately below the credit balance in the settings interface, you will find your account information. Let's take a brief overview on what each part of this settings subsection means.
Your email. This is your personal email that you used when signing up for Postbag. It is also the email that you use for logging into your account. You can never change this email within your account however, if you need to do so, you can always close you Postbag account and open a new one with a new email address.
Your user id. This is unique user id and it helps us to identify your account. You should use this id whenever you communicate with Postbag support.
Subscription type. This is the type of the subscription you signed up for with your Postbag account. This may change when you upgrade or downgrade your subscription level.
Creation date. This is the date when you created your subscription, not when you created your account. This date may change as you upgrade or downgrade your subscription. It is also on this date every month that your credits will be refreshed as this is when your subscription gets renewed.
Processed opportunities synchronization.
As you are executing your outreach campaign, and you send more and more personalized emails, you mark already processed outreach opportunities as described under the Marking processed opportunities subsection. When you mark something as done, similarly to email templates, this is stored in our cloud backend and your local storage at the same time. Normally, this process is completely transparent to you. However, when you login to your Postbag account from a new device, these processed opportunities which were marked as done, won't be renderng as done on the new device. To get them there, you need to synchronize your local storage instance with our cloud backend. To do so, you need to go to the settings interface and click on the Sync now button. After that, all your processed opportunity markings will appear on the new device as well. The Sync now button looks like shown on the image below.
There is one more subsection of the settings interface but given that what it does is a bit more complex, we will dedicate separate guide to it in a further subsection of this documentation.
Next read: Configuring outbound email.