The Settings section is your central hub for managing account details, Integrations, billing details, Inbox assignment, and so much more.
You’ll typically set everything up once during onboarding and then revisit it only when your team, channels, or workflow evolves.

To get started, open Settings from the Ellipsend Sidebar.

The Profile tab contains your personal account details and your Meta connection.

Here you can update your first and last name, email address, and local timezone.

Your Meta connection is what links Ellipsend to your Facebook Page and Instagram account.

If you haven’t connected yet, click Login with Facebook and walk through the steps:

Once connected, your view should change to show:

Pro Tip: If your Instagram page doesn’t appear in the Instagram tab, check that it’s properly connected to your Facebook Page inside of Meta.

The Notifications tab controls what alerts Ellipsend sends to your email.

You can toggle alerts for:

The General tab stores your company-wide settings.

Update this anytime—used across reports, team views, and shared assets.

Your Company Timezone defines the default reporting timezone for your entire workspace.

This differs from your Local Timezone (set in the Profile tab):

Later in your Inbox settings, you can choose whether Ellipsend uses the Company Timezone or each user's Local Timezone when displaying timestamps.

In the Facebook tab, choose the Facebook Page Ellipsend should use.

You’ll see a dropdown listing all pages connected to your Facebook login.
Select the page you want, and Ellipsend will load your:

You can disconnect the page anytime if you need to change accounts.

Only one Facebook Page can be active at a time.

The Instagram tab works the same way as Facebook.

You’ll see a dropdown listing the Instagram accounts connected to your selected Facebook Page.
Select your account, and Ellipsend will import:

This is what enables Instagram conversations to appear inside your Ellipsend Inbox.

If you’ve connected multiple accounts during the Facebook login step, they’ll all appear here.

The Integrations tab connects Ellipsend to outside tools like Zapier and GoHighLevel. It also houses your API credentials. To learn more about Integrations, check out our Tracking & Integrations Guide!

Click on the Zapier icon to open the embedded Zapier window.
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Here you can:

For complex setups or connections to your existing Zaps, we recommend building/managing the Zap directly in Zapier.

Clicking GHL opens a new tab where you can complete the integration on the Go High Level website. This is typically used for syncing Activities, Pipelines, or booking data.

Clicking API opens up a section that shows:

The API log displays successful triggers (e.g., bookings, purchases) and any failures.
This is essential for diagnosing Integrations and ensuring tracking flows are functioning.

If you haven’t explored tracking yet, see the Tracking & Integrations Guide for a full walkthrough.

The Billing tab will open in a new browser tab for security.
From there, you can:

Because billing is handled externally, nothing is stored or edited directly inside of the Ellipsend interface. This separation ensures account and payment safety.

The Team tab controls who has access to your Ellipsend workspace and what permissions they have.

Click the purple “+” button to add someone new.

To send an invite by email you can enter their email, assign a role (Admin, Manager, Regular, Inbox Only), and click Send Email. Your team can then accept the invite and fill out their details such as their name and password.

By clicking Show All Fields you will open up the option to create the full user profile manually, including password, first name, and last name. You can then share these details with your team.

Below the invite button is your full team list, showing (from left to right):

The Campaigns tab includes two key components: Activities and Pipelines.

This area determines how you track data, assign Pipeline Stages, and measure performance inside Ellipsend.

Checkout the Ellipsend Campaigns Guide to learn more!

Activities define events you want to track—such as booked calls, purchases, or attended webinars.

Click the purple “+” button to create a new Activity Group.
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As you add new Activities inside of each group, you can add individual Activity fields such as amount paid, purchase date, call date, etc. Learn more about setting up and using Activities HERE.

Pipelines define the Stages a lead moves through in the sales journey.

Click the purple “+” to create a new Pipeline.
You can:

Inside of each individual Stage you can choose which Activities you would like to be mapped to that Stage.

For example:

This ensures your reporting and tracking stay accurate and complete.

The Inbox tab contains multiple subsections that directly affect team workflows and how conversations are routed. To full understand the Ellipsend Inbox check out our Inbox & Messaging Guide.

When enabled, if one team member reads a conversation, it appears read for everyone.

Here you choose how timestamps should display across the Inbox:

Pick the option that best aligns with your team’s workflow.

Assignment settings determine how leads are distributed among team members.

Allows team members with limited roles (Regular or Inbox) to assign or take over leads from other teammates.
This can be useful if your company has rules such as “take over a lead if it’s untouched for 15 minutes.”

When toggled on, new leads automatically assign to team members based on the percentages you set.

This determines what happens when you message a lead:

Choose based on your team’s workflow rules.

Below the toggles is a table where you can control:

Percentages must total 100% for each active platform.

For Example:

Relationships allow you to tag contacts with predefined identifiers that describe their connection to your company.

Examples include:

Click the purple “+” to create new relationship types.
You can also edit or delete any existing relationship.

These tags help you categorize contacts outside of Campaigns or Pipelines.

Spotlights are saved filtered views used inside the Inbox.

In Settings → Spotlights, you can see:

Spotlights marked Shared are visible to your entire workspace.
Private Spotlights are only visible to the person who created them.

The full workflow for creating and using Spotlights is covered in the Ellipsend Inbox Guide.

Labels are another way to organize and segment contacts in your Inbox.

You can:

Examples:

Labels can be applied manually or automatically via Automations.

Saved Responses store your reusable message templates so you can respond quickly and consistently.

Click the purple “+” to create a new Saved Response.
You’ll define:

You can modify message content, rename shortcuts, or delete saved responses anytime.

These responses are available directly inside the Inbox using the "/" shortcut.

For a deeper dive into Saved Responses, see the Ellipsend Inbox & Messaging Guide.

The Settings tab powers your entire Ellipsend environment—from your Meta integration and team access to Campaign tracking, Inbox behavior, lead assignment, Spotlights, and more.

Correct setup ensures accurate reporting, clean tracking, reliable automations, efficient lead assignment, and a consistent experience across your workspace.