These features available on All Plans
Getting There
From the Home page, click your name in the top-right corner and select Account Summary from the drop-down menu.
Layout
The Account Summary page consists of four tabs: Summary, Preferences, Payment, and Statements.
Summary
The Summary tab is divided into four sections:
Current Plan
Displays the name of your current plan. To change plans, click the Change Plan button. If you'd like to pause or delete your account, use the Pause or Delete Account link.
Note: If you're on an annual plan, only the Delete Account option is available. Deleting your account is permanent and cannot be undone.</>
Subscription
Shows your subscription status (Active or Paused) and the renewal date (Billing Date).
Usage
Displays metrics like the number of entries, campaign views, team seats used, and current feeds running. Additionally, links on the right lead to tools like the Entries Manager and Campaigns Manager.
Plan Features
Lists the features available in your plan and those that require an upgrade. You can initiate a 3-day trial for unavailable features here.
Preferences
The Preferences tab has three sections:
User Info
Displays your User ID, Full Name, and Time Zone. Click Edit to make changes.
Username & Password
Shows your Username, Email, and a masked version of your Password. This section also indicates whether Two-Factor Authentication (2FA) is enabled. Click Edit to modify these options.
Email Preferences
You can opt into specific types of email communication by checking the provided boxes.
Payment
The Payment tab is split into two sections:
Payment Method
Displays credit card and billing information. Click Edit to update details.
Billing Contact
Shows the Email, Phone Number, and Organization linked to the payment method. Click Edit to update these details.
Statements
The Statements tab provides links to your past billing statements, sorted by date. Click on a statement date to view it.
Note: Statements are also emailed to the billing email address monthly (or annually for Annual Plan subscribers).
