21 articles
Account and project settings
Manage access, project settings, subscriptions, and agency clients.
Articles
21 articles
Create your RightMessage account
You'll create your login and first project, then let RightMessage suggest what to build based on your website.
Find projects, pages, and commands in the app
You'll find your projects and recent work, jump to pages with command search, and know where to change your profile and app appearance.
Create, switch, and delete projects
Keep separate businesses in their own projects. You'll learn how to add a project, switch between them, or permanently delete one you own.
Project settings reference
Find the setting you need for your project, check snippet activity, and see which changes need publishing.
Manage project domains and your primary domain
You'll add your websites to a project, choose your primary domain, and remove addresses you no longer use.
Project flow defaults and identification settings
You'll choose your forms' default messages, control email pre-fill and visitor identification, add bot protection, and run your own code after a form submits.
Set the business context used by AI
You'll give RightMessage the context it needs to draft content for your business, including who you serve, what you offer, and how you like to write.
Manage the widget badge and live updates
You'll choose whether your widgets show the RightMessage badge and keep your dashboard up to date when teammates or connected tools make changes.
Invite and remove collaborators
Give someone access to your project without sharing your login. You'll also learn how to accept an invitation or remove access.
Manage your organization and its members
Give your team access to every project at once. You'll invite people to your organization, choose what they can reach, and control which agencies work on your projects.
Update your profile and password
Update the name, email, and password you use across your RightMessage projects, sign out other browsers, or delete your account.
Set up two-factor authentication
Protect your RightMessage login with a code from your authenticator app, save recovery codes, and sign in with either one.
Sign in or reset your password
Get back into your RightMessage account with your email and password, or use a reset email to choose a new password.
Configure agency branding and directory details
You'll set what clients see when they sign up through your agency and add your services and expertise to your partner directory profile.
Invite clients and manage agency projects
You'll invite clients through your agency's signup page, open their projects from your account, and keep track of invitations and affiliate rewards.
Hand off a project to a client
You'll move a project you built for a client into their own account, on the plan you choose, so they pay for it directly while your agency keeps access.
Project billing states, trials, and activation
See what your trial includes, how to keep a project running after it, what each billing status means, and what happens to live features when your plan changes.
Change your plan, billing cycle, or payment method
You'll find where to change your plan or billing cycle, buy more lead alerts, update your payment details, and get invoices for your project or legacy account.
Cancel a subscription
You'll cancel your project or legacy subscription through the billing portal and check when the cancellation takes effect.
Export project data or reset analytics
Download your business context and segmentation data, or clear your project's reporting history while keeping its settings.
Account, plan, and agency billing questions
Find out what your subscription covers, how client billing works, and what happens when you change plans.