Manage your wallet

How to add funds, set a default payment card, and set up automatic funding

Having sufficient funds in your Invelo wallet will enable you to run marketing campaigns, order services like skip tracing, or add additional List Builder credits to your account (Paid plans only - upgrade here).

  1. Click your profile icon in the top right and select Billing & Plan.

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  2. Click the Wallet tab.

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  3. From here, you can see your wallet balance, payment method, and transaction history.

 

Add wallet funds

There are two ways to add funds to your wallet:

  • Under Billing & Plan > Wallet (as shown above), click Add Funds.

  • Click your wallet balance in the top right.


Then complete the following steps:

  1. Click one of the predetermined amounts, or manually enter an amount (a minimum of $50 is required).



  2. (Optional) Select the Automatic Funding checkbox to automatically add funds to your Invelo wallet in the event that you do not have enough to cover your marketing campaign batches.
  3. Click Confirm. 

 

Important: If you plan to run marketing campaigns, ensure that you enable Automatic Funding. The Automatic Funding feature will ensure that your marketing campaigns don't get disrupted by insufficient funds.