Managing your Account on Exly

The My Account section on the Creator Tool is your central hub for managing all account-related settings on Exly.

This section provides you full control over your account details and frequently used features through an intuitive and advanced interface. With three dedicated tabs - General, Payments, and Communications - managing your profile, transactions, and customer interactions has never been easier.

1. General Settings: 

This section displays the creator’s Profile Details along with three self-service Features. 

What are these Profile Details?

• Profile Image and Name: These appear across various parts of your webpage, including payment pages.
• Email ID: The email address where you receive all communications and the address from which your customers will receive emails.
• Phone Number: The contact number linked to your account is used for communication and verification.

How to edit these details?

• Profile Image and Name:
  • Click on the info icon next to the profile image or name.
  • You'll find a 'Manage Webpage' redirection link.
  • Click on it to view and edit the image and name.

• Email ID:
  • Click on the edit icon beside the Email ID, and enter a new email address.
  • Click the 'Get OTP' button.
  • Enter the 6-digit OTP sent to your new email address, and click 'Verify OTP' to update your email address across all applicable areas.

• Phone Number:
  • Click on the edit icon beside the phone number, and enter a new phone number.
  • Click the 'Get OTP' button.
  • Enter the 6-digit OTP sent to your new phone number via SMS and WhatsApp (if applicable), and click 'Verify OTP' to update your phone number across all applicable areas.

The Features section is where you can find all your account-level features in one place.  

• Add-to-Cart: Lets customers save offerings in their cart and purchase multiple items in one go.
• Customer Details Updation: Allows customers to update their email and phone number during checkout.
• Disable Customer Login: Removes customer login access, preventing access to their bookings and purchase history
  
  

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Note: The Customer Details Update and Disable Customer Login features are available to all our creators, regardless of your plan. However, to access the Add-to-Cart feature, make sure you are on one of our paid plans or simply upgrade your plan from within this section to gain access. 

2. Payments Section

This section offers advanced payment features to facilitate customer transactions, available exclusively on our paid plans. To enable any feature, you’ll need to submit a verification request, which will be reviewed by our Business Development (BD) team.

Once approved, you'll have access to the following features:

• EMI Customer Payments: Enables your customers to split their payments into manageable monthly instalments.

• No-Cost EMI Customer Payments: Offer interest-free EMI plans, allowing customers to pay in instalments without additional costs.

• Customer Transaction Refunds: Facilitate seamless processing of refunds, ensuring a smooth experience for your customers.

• International Customer Payments: Accept payments from customers worldwide, expanding your reach to a global audience.
  
  

To activate any of these features, go to your dashboard, select the feature you want, and submit the verification form. Each feature requires a separate verification request.

Verification Process to enable any of these advanced payment features: 

1. Initiate Verification:

   • Click on the desired feature you wish to activate.
   • A pop-up window will appear; submit a verification request through this window.
   • After submission, the feature's status will update to "Verification in Progress.
     
2. Review: 
   Our BD team will review your request promptly to help you enhance your payment capabilities.
   

If Approved:

The EMI and No-Cost EMI payment features will become toggleable, allowing you to enable or disable them as needed.

The International Payments feature will include two options:

• Collect International Payments (toggle available to enable/disable).
• Exempt Customers from GST (requires uploading a GST Certificate and Letter of Undertaking for approval. Once approved, this will be enabled automatically).

The Refunds feature will be automatically enabled, displaying the activation end date and time.

If Declined:
You have the option to contact Exly Support for assistance or retry the verification process.

Note: You can access your entire Refund History from the Transactions section. 

3. Communications Section

This section allows you to easily customize and manage lead contact forms with options to edit, reorder, and configure settings as needed.

The Contact Form (Get in Touch form) offers great flexibility, allowing you to edit previously added custom questions, add new ones with configurable answer types and mandatory settings, and reorder or delete them (except default questions, which can only have their titles edited). You can also customize the form title, submit button text, and optional submit button URL, with real-time previews to ensure everything looks perfect.

The Exit Lead Capture Form can be easily enabled or disabled using a toggle. When enabled, you can edit the title and submit button text with a real-time preview. If disabled, the preview option is hidden.

With these features, you have full control over key aspects of your business, from customizing lead capture forms to managing payments and customer interactions. With seamless customization and less reliance on support, you can focus on growth, engagement, and maximizing your revenue thus, —running your business your way.