Difference between revisions of "Subscription Summary"

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'''Settings > Administration > Subscription Summary'''
'''Settings > Administration > Subscription Summary'''


When you subscribe to this service, 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
*Options to modify the subscription:
**[[#Modify Service Plan|Modify Service Plan]]
** Purchase [[#Email Credits|Email Credits]]
{{ #ifeq: {{SITENAME}}
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|ISV Support Wiki
|
| {{:ISV Subscription Summary}}
|**[[#Update Credit Card Information|Update Credit Card Information]]
| {{:Platform Subscription Summary}}
}}
}}
<noinclude>


 
[[Category:Administration| 56]]
==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| Modify Service Plan]]
*[[#Buy Email Credits|Buy Email Credits]]
*[[#Update Credit Card Information|Update Credit Card Information]]
 
===Modify Service Plan===
#Click '''Settings > Administration > Subscription Summary'''
#Click the [Modify Service Plan] button and choose an action from the list:
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|
::*Add Data Space
::*Add Document Space
::*Reduce Data Space
::*Reduce Document Space
|
::*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 a Subscription|Terminate Subscription]]
::*Pay for Professional Services
}}
 
===Buy Email Credits===
#Click '''Settings > Administration > Subscription Summary'''
#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
 
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|
|===Update Credit Card Information===
#Click '''Setup {{!}} Administration {{!}} Subscription Summary'''
#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
}}
 
==Subscription Plan and Licenses==
{{:License}}
 
==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==
 
#Click 'Setup'
#Click 'Administration'
#Click 'Subscription Summary'
#Click 'Modify Service plan'
#Select 'Terminate Subscription' from the action drop down
#Select Next
 
 
 
[[Category:Administration| 3.8]]
[[Category:Glossary]]
[[Category:Glossary]]
</noinclude>

Latest revision as of 23:13, 23 May 2012

Settings > Administration > 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, Email Campaign Activity

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 Campaigns.

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

View Subscription Information

  1. Click Settings > Administration > 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:

Modify Service Plan

  1. Click Settings > Administration > 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 Calls Log to see how many API Calls you typically make. (To see how the calls are calculated, review the Considerations section.)

Buy Email Credits

  1. Click Settings > Administration > 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

Update Credit Card Information

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

Show Usage

  1. Click Settings > Administration > 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 Setup > Administration > 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 Setup > Administration > Subscription Summary
  2. In the Tenant Base Plan section, click the Terminate link next to your plan.