Subscription Summary
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.
About the Action buttons
A number of action buttons are available on the Subscription Summary page:
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
- Click Settings > Administration > Subscription Summary
- Click the [Modify Service Plan] button and choose an action from the list:
Legacy Customers New Customers - 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
- Terminate Subscription
- Add 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
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
Show Usage
- Click Settings > Administration > Subscription Summary
- 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 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