Click on the menu to expand it and reveal additional information and actions.

My profile

Use My profile to change the email address and password you use to log in to Evalato. You can also add a picture to your profile, or change your user name.

Notifications

In Notifications you can tell Evalato if you wish to receive email notifications about new program registrations for each of your organizations. Choose Never if you do not notifications about new registrations, or As it happens to be notified about every new registration.

Apps

In Apps you can find your API key to connect Evalato to over 1000 popular apps and services on the web via Zapier. This allows you to automate almost any task triggered by a new registration or new payment in Evalato.

  • Add or Update contacts in your email marketing or CRM software (Mailchimp, Hubspot CRM, Salesforce, etc.)
  • Automatically create invoices (Xero, Quickbooks, Freshbooks, etc.)
  • Create tasks in your project management software (Trello, Asana, Basecamp, etc.)
  • Update your Slack, Google Sheets, Podio, or any of the other 500+ apps

Find out more at https://zapier.com/zapbook/evalato

Billing

As an owner of an organization in Evalato you have access to the Billing settings. Please, make sure you add a valid billing account by clicking on the Add button and entering the required info. 

Payments are processed by Level 1 PCI DSS Compliant Service Provider Braintree (a PayPal company) and we do not keep your credit card information on our servers.

Your programs

If you have one or more upcoming programs in Evalato are listed on the Main menu under the organization they belong to. Clicking on a program makes it the active program and shows its Program menu with all settings, registrations, analytics, etc. The status of your program is also indicated with a color – green for Live mode and red for Test mode.

Organization menu and settings

Each of your organizations in Evalato has its own settings accessed by clicking the name of the organization on the Main menu. There you can see the activity tab, view all programs, adjust general settings, add co-workers to your team, and add new email addresses for use with the Send address and Reply to settings in Settings > Automatic emails > Send options.

Create program / organization

At the bottom of the Main menu we’ve put the "Create program" and "Create organization" buttons, which function as one can expect.

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