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:

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

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
• Show Usage

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	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

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 car info
   • Billing Contact and Address Information

Update Credit Card Information

1. Click Setup | 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

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