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Account Balance: Funding Sources

Account Balance: Funding Sources

Learn how to set up and assign funding sources to users, teams, and campaigns. Without funding, you can’t start sending.

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About this course

Not a Sendoso Customer? Create a free Sendoso account to access learning.
Create an Account

Setting up a funding source for your Sendoso account is a crucial step during the onboarding process. In this course, you'll learn why they're important and how to add and archive them. Specifically, we'll go through:

  • What funding sources are and why they're important
  • How to create a new funding source
  • Adding a one-time balance to a funding source
  • Assigning your funding sources to specific teams or touches
  • Archiving and restoring archived funding sources

By the end of this course, you'll know how to add funding sources and how to add balances to fund your sending campaigns.

Additional Resources:

Curriculum11 min

  • Account Balance: Funding Sources 11 min
  • Sendoso University Feedback

About this course

Not a Sendoso Customer? Create a free Sendoso account to access learning.
Create an Account

Setting up a funding source for your Sendoso account is a crucial step during the onboarding process. In this course, you'll learn why they're important and how to add and archive them. Specifically, we'll go through:

  • What funding sources are and why they're important
  • How to create a new funding source
  • Adding a one-time balance to a funding source
  • Assigning your funding sources to specific teams or touches
  • Archiving and restoring archived funding sources

By the end of this course, you'll know how to add funding sources and how to add balances to fund your sending campaigns.

Additional Resources:

Curriculum11 min

  • Account Balance: Funding Sources 11 min
  • Sendoso University Feedback