Getting There
From the Dashboard, click your name in the top-right corner and click Account Summary from the drop-down menu.
Layout
The Account Summary page is broken into four tabs: Summary, Preferences, Payment, and Statements.
Summary
The summary tab is broken down into five smaller sections:
- Current Plan: This pane will show you the name of the Plan you're on. If you'd like to change your Plan, click the Change Plan button on the right.
- Subscription: Shows you your subscription's status (Active or Paused) and your subscription's renewal date and time.
- Usage: This is where you can see your metrics: the number of Entries, Campaign Views, Team Members, and Feeds at a glance. There are also links on the right that take you directly to the Entries Manager, Campaigns Manager, and your ShortStack for Teams page.
- Plan Features: Here is where you can see what features are available to you in your current plan, and also the minimum plan needed for features you don't have access to. You can use this section to initiate a 3-day trial of features you don't have; information about that process is in our Free Trials for Paid Features help doc.
This section will also display information about what trials you've already used.
- Links: There are two helpful links at the bottom. If you're on a monthly plan, you'll see the Pause Account button in this section. To the right of that is the Delete Account link, for if you want to permanently remove your ShortStack account from our system.
Preferences
The Preferences tab is broken into three smaller sections:
- User Info: This will show you the User ID, the Full Name you've entered for your account, and the Time Zone that you've set as the default for any campaigns created with your account. To make changes to any of these, click the blue Edit button.
- Username & Password: This section displays the Username and Email you've set up for your ShortStack account, as well as a censored version of your Password. To edit any of these options, click the blue Edit button.
- Email Preferences: There are two options for you to consider in this section; check the box beside each to opt into those particular types of email communication.
Payment
The Payment tab is broken down into two smaller sections:
- Payment Method: Here you'll see the card information and billing address of the credit card you're using to pay for your ShortStack subscription. To change or update this, click the blue Edit button.
- Billing Contact: This is where you can change the Email, Phone Number, and Organization connected to the payment method you have on your account. The email address you enter here is where any communication regarding billing will be sent. To change this information, click the blue Edit button.
Statements
The Statements tab contains links to all your previous billing statements, filtered from newest to oldest. To view any of the statements, click on the date/time of the statement on the left.
