Packages
Manage and configure user packages, defining the privileges, features, and limits for each package to ensure users receive the appropriate level of service based on their subscription.
Overview
Packages define what resources and features users have access to. Each user is assigned a package that determines their sending limits, contact quotas, and available features.
Viewing Packages
Navigate to Users → Packages to view all configured packages.
Page Features
| Element | Description |
|---|---|
| Add New + | Create a new package |
| Show entries | Control page size |
| Search | Find specific packages |
Table Columns
| Column | Description |
|---|---|
| ID | Unique package identifier |
| Package Name | Name of the service tier |
| User Role | Associated permission profile |
| Created on | Package creation date |
| Actions | Row action menu |
Row Actions
Click the ⋯ menu on any row to access:
| Action | Description |
|---|---|
| Edit | Modify package settings |
| Delete | Remove the package |
Creating a Package
Navigate to Users → Packages and click Add New +.
The package creation form is a 2-step wizard.
Step 1: Package Details
Configure package attributes and limits.
Package name *
Enter a descriptive name for the package.
Examples:
- "Starter Plan"
- "Professional"
- "Enterprise"
User role *
Select the role that defines permissions for users in this package.
User roles must be created before packages. Navigate to Users → User Roles to create roles.
Sending Limits
Configure email sending quotas. Enter -1 for unlimited.
| Field | Description |
|---|---|
| Hourly speed | Maximum emails per hour |
| Daily limit | Maximum emails per day |
| Monthly quota | Maximum emails per month |
Resource Limits
Configure limits for contacts and resources. Enter -1 for unlimited.
| Field | Description |
|---|---|
| Maximum contacts | Total contacts across all lists |
| Maximum sending domains | Number of sending domains allowed |
| Maximum sending nodes | Number of SMTP connections allowed |
| Maximum segments | Number of segments allowed |
| Maximum triggers | Number of automation triggers allowed |
| Trigger actions monthly limit | Total trigger actions per month |
| Maximum evergreen campaigns | Number of evergreen campaigns allowed |
Automation Limits
Configure limits for automation workflows. Enter -1 for unlimited.
| Field | Description |
|---|---|
| Reset Automation Limit | Automation reset limit |
| Monthly Actions Limit | Total automation actions per month |
| Maximum Actions in a single Automation | Actions allowed per automation workflow |
Commercial ESP Features
The following features are only available with a Commercial ESP license.
Limit suppressed domains
Enable to set a limit on how many domains users can suppress.
Stop running campaigns when the bounce rate reaches
Enable to automatically stop campaigns when bounce rate exceeds a threshold.
Enable credits
Enable credit-based billing for this package.
Allow overuse
Permit users to send beyond their limits using credits.
Click Continue to proceed to Step 2.
Step 2: Additional Settings
Configure additional package settings.
Additional Headers
Add custom email headers that will be embedded in emails sent by users on this package.
No special characters or spaces are supported except hyphens (-).
Click Add New to add a header with name and value fields.
Assign Pre-built Assets
Pre-assign system resources to users on this package. Enable a toggle to show a selection list.
| Asset | Description |
|---|---|
| Sending Nodes | Select specific sending nodes available to this package |
| Bounce addresses | Select bounce addresses available to this package |
| Sending domains | Select sending domains available to this package |
Miscellaneous
Allow using sender information from sending nodes dynamically
When enabled, users can use sender details configured on sending nodes.
Allow using sender information from contact lists dynamically
When enabled, users can use sender details configured on contact lists.
Allow using custom sender information
When enabled, users can specify custom sender information when creating campaigns.
Maximum threads
Enable to set a maximum number of concurrent sending threads for users on this package.
Show the Initial setup Guide
Enable to display the initial setup wizard to new users on this package.
Sending Domain Restrictions
Require users to configure authentication before sending:
| Setting | Description |
|---|---|
| Require DKIM authentication | Users must set up DKIM for sending domains |
| Require tracking domain authentication | Users must configure a custom tracking domain |
| Require bounce domain authentication | Users must configure a custom bounce domain |
Saving the Package
Click Submit to create or update the package.
Click Back to return to Step 1.
Editing a Package
- Click the ⋯ menu on a package row
- Select Edit
- Modify settings as needed
- Click Submit
Changes to package settings may affect users currently assigned to this package.
Deleting a Package
- Click the ⋯ menu on a package row
- Select Delete
- Confirm deletion
You cannot delete a package that has users assigned to it. Reassign users to a different package first.
Example Packages
Starter Package
For new or low-volume users:
| Setting | Value |
|---|---|
| Hourly Speed | 500 |
| Daily Limit | 5,000 |
| Monthly Quota | 50,000 |
| Maximum Contacts | 10,000 |
| Maximum Segments | 10 |
| Maximum Triggers | 3 |
Professional Package
For regular business users:
| Setting | Value |
|---|---|
| Hourly Speed | 2,000 |
| Daily Limit | 25,000 |
| Monthly Quota | 250,000 |
| Maximum Contacts | 100,000 |
| Maximum Segments | 50 |
| Maximum Triggers | 10 |
Enterprise Package
For high-volume users:
| Setting | Value |
|---|---|
| Hourly Speed | -1 (Unlimited) |
| Daily Limit | -1 (Unlimited) |
| Monthly Quota | -1 (Unlimited) |
| Maximum Contacts | -1 (Unlimited) |
| Maximum Segments | -1 (Unlimited) |
| Maximum Triggers | -1 (Unlimited) |
Best Practices
Package Design
- Clear naming - Use descriptive package names
- Logical progression - Create upgrade paths between packages
- Appropriate limits - Match limits to user needs and server capacity
- Feature differentiation - Distinguish packages by features, not just limits
Limit Setting
- Start conservative - Begin with lower limits and increase as needed
- Monitor usage - Watch for users consistently hitting limits
- Buffer capacity - Don't set limits at server maximum
- Document limits - Communicate limits clearly to users
Maintenance
- Regular review - Audit packages periodically
- Usage analysis - Identify underused or overused packages
- Adjust as needed - Update limits based on actual usage
- Retire unused - Remove packages with no users
Troubleshooting
Cannot Delete Package
Possible causes:
- Users assigned to package
Solutions:
- Reassign users to different package
- Move or delete users first
Users Not Getting New Limits
Possible causes:
- Cache not cleared
- User has custom limits set
Solutions:
- Clear system cache
- Check user's custom limit settings
- Have user log out and back in
Package Limits Not Applying
Possible causes:
- Custom limits set on user override package
- Wrong package assigned
Solutions:
- Check user's custom limit settings (inherit toggles)
- Verify package assignment
Next Steps
- User Roles - Configure permission profiles
- Users - Assign packages to users
- Multi-threading - Configure system threading limits