Subscription Summary

Settings > Administration > Subscription Summary

About the Subscription Summary Page

When you are a platform subscriber, the following information is tracked and can be viewed in the Subscription Summary:

• Subscription Information
• Plan information
• Space Allocation/Used Space for Documents and Data
• Number of Emails sent this month, Email Credits Available, Email Campaign Activity

Action buttons

A number of action buttons are available on this page, as well:

• Modify Service Plan
• Purchase Email Credits
• Update Credit Card Information
• Show Usage

Email Credits

Included in your Subscription Plan are a selected number of email credits per month. These email credits are used when sending Email Campaigns.

Additional blocks of email credits can be purchased as needed, providing maximum flexibility for your outbound email marketing efforts.

View Subscription Information

• Click Settings > Administration > Subscription Summary. The Subscription Information and Licensing Activity page appears.
  • To recalculate how much space you need for your database and documents that have been downloaded, click the Recalculate Space link

From the available buttons, you can also:

• Modify Service Plan
• Buy Email Credits
• Update Credit Card Information

Modify Service Plan

1. Click Settings > Administration > Subscription Summary
2. Click the [Modify Service Plan] button and choose an action from the list:

• Add User Licenses
• Add Data Space
• Add Document Space
• Upgrade Subscription Plan
• Reduce User Licenses
• Reduce Data Space
• Reduce Document Space
• Downgrade Subscription Plan
• Terminate Subscription
• Pay for Professional Services

Buy Email Credits

1. Click Settings > Administration > Subscription Summary
2. Click the [Buy Email Credits] button and complete the following information:
   • Purchasing Information

   No of Credits

   Select the number of email credits from the list

   • Card Information

   Credit Card Type

   Choose a provider from the list

   Credit Card Number

   Enter the credit card number (no spaces or dashes)

   Credit Card Exp Date

   Enter the expiration date

   Credit Card 3 or 4 Digit code

   Enter the security code

   • Billing Contact and Address Information

   Full Name on Card

   Enter the full name of the cardholder

   Billing Street Address

   Enter the street address

   City

   Enter the city

   State

   Enter the state

   Zip/Pin Code

   Enter the zip/pin code

Update Credit Card Information

1. Click Setup | Administration | Subscription Summary
2. Click the [Update Credit Card] button and complete the following information
   • Card Information

   Credit Card Type

   Choose a provider from the list

   Credit Card Number

   Enter the credit card number (no spaces or dashes)

   Expiration Date

   Enter the expiration date

   • Billing Contact and Address Information

   Full Name on Card

   Enter the full name of the cardholder

   Billing Street Address

   Enter the street address

   City

   Enter the city

   State

   Enter the state

   Zip

   Enter the zip code

Convert Your Trial to a Subscription

After the Trial Subscription period, you will be asked to choose a Subscription Plan and select the users (number of licenses) you wish to add.

The current Subscription Plan requires a license for each user.

To convert a Trial to a Subscription: Click the [Subscribe Now] button and follow the instructions to Subscribe to the Platform

Terminate a Subscription

1. Click 'Setup'
2. Click 'Administration'
3. Click 'Subscription Summary'
4. Click 'Modify Service plan'
5. Select 'Terminate Subscription' from the action drop down
6. Select Next