Account Manager


Introduction

The Account Manager is where you can control your basic account settings, upgrade, downgrade, and view purchase invoices.

Account Settings

Located at the top of the page, account settings allow you to change your email address, password, name, timezone, and company name.

  • Name, Company Name & Timezone. To change these settings, simply enter the proper name information or select your timezone and click the “Save Changes” button located directly below.

  • Change Email. To change your email address, click on the “Change Email” button. A lightbox will appear and allow you to enter new email information. After entering your email address, press the “Save” button to save the changes.

  • Change Password. To change your password, click on the “Change Password” button. A lightbox will appear and allow you to enter new password information. After entering a password, press the “Save” button to save the changes.

Usage

At the top of the page you will see your usage statistics highlighted in yellow.

  • Forms The number of forms that you have created.

  • Reports The number of reports that you have created.

  • Entries The number of entries that your account has received in the current billing month. Your entry count will reset to 0 when your account is billed or reset each month.

  • Disk Space If you have a paid plan and are accepting file uploads, the disk space counter will display the amount of disk space that you have used.

Upgrade/Downgrade Plan

Located below the basic account settings is a table displaying the various Wufoo plans.

  • Upgrade. To upgrade, click on the “Upgrade” button. You will be taken to a page that initiates the upgrade process. If you are already a paid user, upgrading only requires clicking the “Upgrade Account” to upgrade your plan. If you are not yet a paid user, you will be asked to provide billing information. Enter the appropriate credit card information and click on “Upgrade Account” to complete the upgrade process.

  • Downgrade. To downgrade, click on the “Downgrade” button. You will be taken to a page to initiate the downgrade process. Click on the “Downgrade Account” button to successfully downgrade.

  • Change Billing Information. Located below the plans table is a button labeled “Change Billing”. Clicking on this button will cause a form to appear where you can change your billing information. After filling out the form, click on the “Submit” button.

  • Cancel Account. If you decide to cancel your account, click on the “Cancel Account” button. You will be taken to a cancellation page asking if you’re sure you would like to cancel. To complete the cancellation processs, click on the “Cancel Account” button located at the bottom left of the cancellation page.

Invoices

Located at the bottom of the Account Manage page is a section for Invoices. Here you can find the invoices for any payments made to Infinity Box Inc.

  • View Invoices. Links to your invoices are displayed by the date of the invoice and amount of the invoice. To view a detailed view of the invoice, click on the specific invoice you’d like to view.

API Information

All API documentation can be found at http://wufoo.com/docs/api/

Activity Log

Documentation on the Activity Log can be found at http://wufoo.com/docs/activity-log/

Can I change the name or subdomain of my account?

You cannot change your username through the Account Manager, but if you contact support@wufoo.com, we will be happy to help you out.

What happens if I go over my entry limit?

If you are on a paid account, your account will always continue to accept entries. If you exceed your entry limit, you will be charged $0.05 per entry when your account is billed.

If you are on a free account, your forms will cease to accept new submissions once your entry limit is exceeded. Your form will show a message stating that your form is “no longer receiving entries”.

How do I cancel or downgrade my account?

To downgrade, head to the account manager and select your desired plan from the grid of plans. If you click the button under the free plan, this will downgrade your account to the free plan. All of your data will still be kept in tact. The only requirements that you will have to meet in order to downgrade is that your forms do not exceed the limit of forms allowed for the desired plan. Also, fields like file upload, and other plan specific items, will be removed when you downgrade.

To cancel your account, head to the account manager and click the button labeled “Delete Account.” You will then be taken to a page asking you to confirm this. Once your account is deleted, all of your information and collected data is deleted with it.

What happens when I reach my file upload storage limit?

When you reach your storage limit, Wufoo will no longer accept file to be uploaded through a form. The forms will continue to be displayed properly, but if a user tries to upload a form, they will receive a message stating that “This form no longer allows uploads.” In order to make room for new files, you will either need to upgrade or delete some of the files collected through the entry manager.

How do I change my email address?

To change your email address, first head to the “Account” section. Once you’re in the account manager, click on the “Change Email” button. A lightbox will appear and allow you to enter new email information. After entering your email address, press the “Save” button to save the changes.

How do I change my billing information?

First, head to the “Account” section. Once you’re there, you’ll see a button about halfway down the page labeled “Change Billing Info”. Clicking that button will cause a form asking for your new billing information to appear. Complete that form and click “Save Changes”.

What types of payment do you accept?

We accept Visa, AMEX, Mastercard, and Discover credit cards.

If you do not have a credit card, we will accept PayPal transfers for one year’s service in advance. Please contact support@wufoo for more information about alternate payment methods.

Updated : January 29th, 2008