Each application features its own settings that you can find within your account settings navigation. This document will focus on the settings that are available for the InstaSites application.

Accessing Your InstaSites Settings

  1. Click on your profile picture in the top-right corner. Then, click on Settings.

  2. At the top of the page, you will see two tabs titled General and Apps. Click on Apps.

  3. Then, select InstaSites from the column on the left.

Managing InstaSites Settings

Default Email and SMS Template

The first two rows in your settings allow you to select a default email and SMS template to use when notifying your prospects of a new InstaSite build.

Select Edit on the right. Then, use the dropdown that appears to select a previously made template as your default. Then, click Save. The same instructions apply to both template categories.

The Default Preview View determines the version of the template preview that will appear when browsing templates within the application. You can click Edit to select between desktop, tablet, or mobile view. Then, click Save. As an example, we set ours to Mobile, which you can view below:


Finally, you can choose to have an email notification sent to you every time a new prospect opens the InstaSite preview. The email will go to the email address that belongs to the user responsible for building the site. Toggle the setting On/Off as you like.

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