Account Settings Overview

Manage your FormRobin account settings - configure integrations, security features, API access, and personal details all in one place.

Accessing Settings

  1. Log in to your FormRobin account
  2. Click your profile icon or avatar in the top right corner
  3. Select Settings from the dropdown menu

You'll see the Settings dashboard with multiple sections.

Settings Sections

Account Settings

Manage your personal account details:

  • Name: Your display name
  • Email: Account email address (used for login)
  • Password: Change your account password
  • Plan Information: View your current plan (Free or Individual Tier)
  • Account Status: Active, suspended, or other status indicators

Integrations

Connect third-party services to FormRobin:

  • SendFox: Email marketing integration
    • Connect/disconnect your SendFox account
    • Link forms to SendFox email lists
    • Manage form-to-list mappings
  • Other Integrations: Additional services may appear here as they're added

API Settings

For developers and advanced users:

  • API Access: View information about API availability
  • Authentication: Instructions for obtaining API tokens
  • Documentation: Links to API documentation
  • Endpoints: Available API endpoints and their uses

Note: API tokens are obtained via the login endpoint, not generated in settings.

Meta Pixel (Individual Tier)

Configure Facebook/Meta Pixel tracking:

  • Pixel ID: Enter your Meta Pixel ID
  • Status: View whether Pixel is configured
  • Instructions: Guidance on obtaining your Pixel ID from Facebook

Plan Requirement: Meta Pixel is available on Individual Tier plans only.

Domain Whitelisting

Control where your forms can be embedded:

  • Whitelist Domains: Add domains that can embed your forms
  • Security: Prevent unauthorized embedding on other sites
  • Limits: Free Plan (1 domain), Individual Tier (10 domains)

Security Settings

Configure security features:

  • reCAPTCHA: Site Key and Secret Key configuration
  • Password: Change your account password
  • Two-Factor Authentication: If available, manage 2FA settings

Updating Account Information

Changing Your Name

  1. Go to SettingsAccount
  2. Edit the Name field
  3. Click Save or Update

Changing Your Email

  1. Go to SettingsAccount
  2. Edit the Email field
  3. Verify your new email address (check for confirmation email)
  4. Use the new email for future logins

Important: Ensure you have access to the new email before changing it.

Changing Your Password

  1. Go to SettingsAccount or Security
  2. Click Change Password
  3. Enter your Current Password
  4. Enter your New Password
  5. Confirm your New Password
  6. Click Update Password

Tip: Use a strong, unique password with a mix of letters, numbers, and symbols.

Viewing Your Plan

To check your current plan:

  1. Go to SettingsAccount
  2. Your plan is displayed near the top
  3. Plan details show:
    • Plan name (Free or Individual Tier)
    • Features available on your plan
    • Tier level
    • Purchase date (for paid plans)
  • Tabs or Sidebar: Settings sections may appear as tabs or sidebar links
  • Save Changes: Always click Save after making changes
  • Confirmation: Success messages appear when settings are updated
  • Required Fields: Marked with asterisks (*) or labels
  • Help Text: Hover over info icons (ⓘ) for additional guidance

Common Settings Tasks

Connecting SendFox

  1. Go to SettingsIntegrations
  2. Find the SendFox section
  3. Click Connect SendFox
  4. Authorize the connection in SendFox
  5. Return to FormRobin to confirm connection

Setting Up reCAPTCHA

  1. Obtain Site Key and Secret Key from Google reCAPTCHA
  2. Go to SettingsSecurity or reCAPTCHA
  3. Paste your Site Key
  4. Paste your Secret Key
  5. Click Save Settings
  6. Enable reCAPTCHA on individual forms as needed

Adding Whitelist Domains

  1. Go to SettingsDomains
  2. Click Add Domain
  3. Enter the domain (e.g., example.com  )
  4. Click Save
  5. Forms can now be embedded on that domain

Settings Limitations

  • One account per email: Cannot have multiple accounts with same email
  • Plan upgrades: Must be done through AppSumo or FormRobin checkout
  • No downgrade option: Individual Tier is a lifetime deal (no downgrade)
  • API tokens: Generated via API login, not in settings UI
  • Feature access: Some settings only visible on Individual Tier

Troubleshooting

Issue: Changes aren't saving.

Fix: Ensure you click Save after making changes. Check for validation errors (red text or error messages). Required fields must be filled. Try refreshing the page and making changes again. Clear browser cache if problems persist.

Issue: Can't see certain settings sections (e.g., Meta Pixel).

Fix: Some features are plan-specific. Meta Pixel, custom redirects, and source tracking require the Individual Tier plan. Upgrade your plan to access these features.

Issue: Email change not working.

Fix: Check that the new email address isn't already in use by another FormRobin account. Look for a verification email in your inbox (check spam folder). The new email must be verified before the change takes effect.

Issue: Forgot password and can't log in to settings.

Fix: Use the Forgot Password link on the login page. Enter your email address to receive a password reset link. Follow the instructions in the email to set a new password.

FAQ

Q: Can I delete my account?

A: Account deletion options may be available in Settings under Account, if not, contact support if you need assistance with account deletion.

Q: How do I upgrade from Free to Individual Tier?

A: Plan upgrades are typically done through AppSumo (for lifetime deals) or the FormRobin website. Check for upgrade options in Settings or contact support for current availability.

Q: Can I change my username?

A: FormRobin uses email addresses for login, not usernames. You can change your display name in Account Settings, but your email address is your account identifier.

Q: Are my settings synced across devices?

A: Yes. Settings are stored on your account and apply across all devices where you log in.


Need help with account settings? Contact our support team - we're here to help!

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