Difference between revisions of "Subscription Summary"

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When you subscribe to this service, the following information is tracked and can be viewed in the Subscription Summary:
'''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''


*Subscription Information
==About the Subscription Summary==
*Plan information
When you are a platform subscriber, the following information is tracked and can be viewed in the Subscription Summary:
*Space Allocation/Used Space for Documents and Data
:*Subscription Information
*Number of Emails sent this month, Email Credits Available, Email Campaign Activity
:*Plan information
*Options to modify the subscription:
:*Space Allocation/Used Space for Documents and Data
**[[#Modify Service Plan|Modify Service Plan]]
:*Number of Emails sent this month, Email Credits Available
** Purchase [[#Email Credits|Email Credits]]
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|
|**[[#Update Credit Card Information|Update Credit Card Information]]
}}


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===About Email Credits===
==Email Credits==
Included in your Subscription Plan are a selected number of email credits per month. These email credits are used when sending Email messages.
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.
Additional blocks of email credits can be purchased as needed, providing maximum flexibility for your outbound email marketing efforts.


== View Subscription Information ==
== View Subscription Information ==
*Click '''Settings > Administration > Subscription Summary'''. The Subscription Information and Licensing Activity page appears.
# Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''<br>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
# To recalculate the space used by your database and documents, click the ''Recalculate Space'' link


From the available buttons, you can also:
From the available buttons, you can also:
*[[#Modify Service Plan| Modify Service Plan]]
:*[[#Modify Service Plan| Modify Service Plan]]
*[[#Buy Email Credits|Buy Email Credits]]
:*[[#Buy Email Credits|Buy Email Credits]]
*[[#Update Credit Card Information|Update Credit Card Information]]
:*[[#Update Credit Card Information|Update Credit Card Information]]
:*[[#Show Usage|Show Usage]]


===Modify Service Plan===
<span id="Modify Service Plan"></span>
#Click '''Settings > Administration > Subscription Summary'''
===Service Plan===
#Click the [Modify Service Plan] button and choose an action from the list:
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
{{ #ifeq: {{SITENAME}}
#Click the '''[Modify Service Plan]''' button and choose an action from the list:
|ISV Support Wiki
::{| border="1" cellpadding="5" cellspacing="1"
! Legacy Customers (prior to Aug, 2011) !! Customers since Aug, 2011
|-
|
|
::*Add Data Space
*Add User Licenses
::*Add Document Space
*Add Data Space
::*Reduce Data Space Β 
*Add Document Space
::*Reduce Document Space
*Upgrade Subscription Plan
|
*Reduce User Licenses
::*Add User Licenses
*Reduce Data Space
::*Add Data Space
*Reduce Document Space
::*Add Document Space
*Downgrade Subscription Plan
::*Upgrade Subscription Plan
*[[#Terminate a Subscription|Terminate Subscription]]
::*Reduce User Licenses
*Add Professional Services
::*Reduce Data Space
| valign="top"|
::*Reduce Document Space
*Add User Licenses
::*Downgrade Subscription Plan
*Add Data Space
::*[[#Terminate a Subscription|Terminate Subscription]]
*Add Document Space
::*Pay for Professional Services
*Upgrade Subscription Plan
}}
*Reduce User Licenses
*Change Subscription Option
*Add Professional Services
|}
{{Note|The service plan you select includes a certain number of API Calls. Check the [[API Call Log]] to see how many API Calls you typically make. (To see how the calls are calculated, review the [[API Calls Log#Considerations]].)}}


===Buy Email Credits===
<span id="Buy Email Credits"></span>
#Click '''Settings > Administration > Subscription Summary'''
===Email Credits===
#Click the [Buy Email Credits] button and complete the following information:
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#*Purchasing Information
#Click the '''[Buy Email Credits]''' button and complete the following information:
#:;No of Credits:Select the number of email credits from the list
#*Purchasing Information - Select the number of email credits from the list
#*Card Information
#*Card Information - Provide credit card info
#:;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
#*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


{{ #ifeq: {{SITENAME}}
<span id="Update Credit Card Information"></span>
|ISV Support Wiki
===Credit Card Information===
|
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
|===Update Credit Card Information===
#Click the '''[Update Credit Card]''' button and complete the following information
#Click '''Setup {{!}} Administration {{!}} Subscription Summary'''
#Click the [Update Credit Card] button and complete the following information
#*Card 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
#*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
}}


==Subscription Plan and Licenses==
<span id="Show Usage"></span>
{{:License}}
===Usage Statistics===
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Show Usage]''' button.<br>Resource allocation limits and usage relative to those limits is displayed.


==Convert Your Trial to a Subscription==
==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.
After the Trial Subscription period, you will be asked to choose your subscription options and select the users (number of licenses) you wish to have.
Β 
The current Subscription Plan requires a license for each user.
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To convert a Trial to a Subscription:
To convert a Trial to a Subscription:
Click the [Subscribe Now] button and follow the instructions to Subscribe to the Platform
Click the '''[Subscribe Now]''' button and follow the instructions to subscribe to the Platform.
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==Terminate a Subscription==
==Terminate a Subscription==
Legacy customers (prior to Aug 2011):
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click '''[Modify Service plan]'''
#Select ''Terminate Subscription'' from the action drop down
#Click '''[Next]'''


#Click 'Setup' Β 
Customers since Aug 2011:
#Click 'Administration' Β 
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click 'Subscription Summary' Β 
#In the '''Tenant Base Plan''' section, click the '''Terminate''' link next to your plan.
#Click 'Modify Service plan' Β 
#Select 'Terminate Subscription' from the action drop down
#Select Next
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===Data Retention Policy===
By default, customer data and other application artifacts are retained for a minimum of thirty days after service has terminated. After that 30-day period, they are deleted during the next database cleanup.


[[Category:Administration| 3.8]]
However, tenant data and other artifacts can also be deleted immediately, at the Customer's request.
[[Category:Glossary]]

Latest revision as of 00:27, 15 August 2014

GearIcon.png > Administration > Account Management > Subscription Summary

About the Subscription Summary

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

About Email Credits

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

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

View Subscription Information

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
    The Subscription Information and Licensing Activity page appears.
  2. To recalculate the space used by your database and documents, click the Recalculate Space link

From the available buttons, you can also:

Service Plan

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Modify Service Plan] button and choose an action from the list:
Legacy Customers (prior to Aug, 2011) Customers since Aug, 2011
  • 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
  • Add Professional Services
  • Add User Licenses
  • Add Data Space
  • Add Document Space
  • Upgrade Subscription Plan
  • Reduce User Licenses
  • Change Subscription Option
  • Add Professional Services

Notepad.png

Note: The service plan you select includes a certain number of API Calls. Check the API Call Log to see how many API Calls you typically make. (To see how the calls are calculated, review the API Calls Log#Considerations.)

Email Credits

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Buy Email Credits] button and complete the following information:
    • Purchasing Information - Select the number of email credits from the list
    • Card Information - Provide credit card info
    • Billing Contact and Address Information

Credit Card Information

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Update Credit Card] button and complete the following information
    • Card Information
    • Billing Contact and Address Information

Usage Statistics

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Show Usage] button.
    Resource allocation limits and usage relative to those limits is displayed.

Convert Your Trial to a Subscription

After the Trial Subscription period, you will be asked to choose your subscription options and select the users (number of licenses) you wish to have.

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

Terminate a Subscription

Legacy customers (prior to Aug 2011):

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click [Modify Service plan]
  3. Select Terminate Subscription from the action drop down
  4. Click [Next]

Customers since Aug 2011:

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. In the Tenant Base Plan section, click the Terminate link next to your plan.

Data Retention Policy

By default, customer data and other application artifacts are retained for a minimum of thirty days after service has terminated. After that 30-day period, they are deleted during the next database cleanup.

However, tenant data and other artifacts can also be deleted immediately, at the Customer's request.