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Articles Tagged: manage account

View Invoices and Receipts

Receipts for your SurveyMethods subscription can be found in your SurveyMethods account in the My Account menu. To view or download your receipts, log in to your SurveyMethods account and then navigate to My Account by hovering over the icon at the top right and choosing My Account. Click on the Billing tab and then […]

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Change Billing Cycle

SurveyMethods offers two months free on annual accounts, allowing you to save money on your subscription. You can choose between these billing cycles when you sign up for a new account, but if you have an active subscription and want to update your billing cycle, you can do so from the My Account menu in […]

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Change Package Type

If you want to change from one account type to another (for example from Advanced to Professional or vice-versa), you can do so from the My Account menu in the application. First log in to your SurveyMethods account and then navigate to My Account by hovering over the icon at the top right and choosing […]

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Cancel Your Subscription

Note: this article does not apply to Enterprise account users. If you need to cancel your Enterprise account, please contact SurveyMethods support at smsupport@surveymethods.net. We’ll be sad to see you go, but if you need to cancel your account you can do so from the My Account section of the application. First log in to […]

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Enterprise License Management

Watch the video below to see how to manage your SurveyMethods Enterprise user licenses.

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Add Alternate Billing Contact

SurveyMethods allows you to add an alternate billing contact to your SurveyMethods account. This contact will be copied on all billing-related emails for your account, such as invoices, receipts, or notices of a declined credit card, but will not have the ability to log in to your account. To add an alternate billing contact, first […]

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Move Surveys to Another SurveyMethods Account

SurveyMethods allows you to move surveys from one SurveyMethods account to another. This can be useful if you need to pass surveys between colleagues, or if another user wants to use your survey as a template you can make a copy of the survey and move the copy to the other user’s account, retaining the […]

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Set Your Password to Expire After a Certain Number of Days

To improve the security of your account, SurveyMethods allows you to set a password expiration period. If you activate this setting, SurveyMethods will automatically prompt you to update your password the first time you log in after the expiration period has passed. To enable this setting, first log in to your SurveyMethods account and then […]

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Change Password

To update your password, first log in to your SurveyMethods account and then navigate to My Account by hovering over the icon at the top right and choosing My Account. Your account information will be displayed on the Profile tab. Click the “Change My Password” link below the user information. You will be prompted to […]

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Change Login Email Address (Login ID)

To update your login email address, first log in to your SurveyMethods account and then navigate to My Account by hovering over the icon at the top right and choosing My Account. Your account information will be displayed on the Profile tab. Click the “Change” link next to your login ID. You will be prompted […]

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