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Articles Tagged: manage subscription

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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Update Your Payment Method

To manage your payment method, 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. Click on the Billing tab and then click on Change My Credit Card Information & Billing Address. Update the information as needed and click […]

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Accepted Payment Methods

SurveyMethods accepts all major debit and credit cards for paid subscriptions (Advanced, Professional and Enterprise accounts). For annual Professional and Enterprise subscriptions we also accept payment by check, wire transfer, or ACH (electronic) transfer. To request an invoice, please contact SurveyMethods support at smsupport@surveymethods.net. To update your credit or debit card on file, visit our […]

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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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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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My Surveys Page

The My Surveys Page is the default page shown after you log in to your SurveyMethods account. You can also reach it from within the application by clicking “Surveys” on the main navigation bar or “My Surveys” on the “Surveys” dropdown. By default this page will show surveys contained in your “Default Folder”. You can […]

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