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CHANGING YOUR ACCOUNT PLAN

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Change Account Plan

Step 1: Access Your Account

Sign into your account and follow these steps to create a survey distribution in PsychData.

Step 2: Navigate to Account Settings

To update your first or last name, email address, or time zone, click on your “Account Settings” icon in the top right-hand corner of the page.

From the dropdown that appears, click on “Plan”, as pictured below.

This will redirect you to an overview of your current plan and invoice history. Click the “Manage Plan” button in the lower right hand corner of the “Current Plan” section, indicated below.

You will be redirected to a page where you can manage your PsychData subscription. Click on the “Update Plan” button.

Step 3: Select Your Plan

 

This will redirect you to a page that explains your plan options.

Select “Monthly” or “Yearly” in the top left-hand corner, then select a plan. Once you’ve decided which plan best suits your needs, click the “Select” button beneath your preferred plan.

Note: If you select the Pro Team Monthly Subscription, the “Select” button becomes a quantity component for you to indicate the number of  team members that will be using the subscription as pictured below. Use the minus symbol to decrease quantity and the plus symbol to increase quantity.

Then, click the “Continue” button.

Step 4: Confirm Your Selection

 

You will be redirected to a page where you can confirm your updates. Review the information to make sure it is correct. You can click “View details” where indicated and see an in-depth break down of the amounts displayed.

Update credit card information by clicking the partial credit card information or the “edit” icon next to the partial credit card information, if necessary.

Add a promotion code where indicated if applicable.

Step 5: Complete Subscription

 

Once you’ve confirmed that all information is correct, select the “Confirm” button to complete the subscription.

 

Your updates will be saved and you will be redirected back to the plan and invoice overview.

 

 

Account Management

  • Update Communication Preferences
  • Update Account Details
  • Change Account Plan
  • Create a PsychData Account
  • Changing Your Account Password
  • Resetting Your Account Password

Surveys

  • Page Breaks
  • Create a Survey
  • Change Survey Theme
  • Add/Hide a Question
  • Change PsychData Survey Completion Message
  • Change Your Survey Closed Message
  • Applying Markdown to Questions
  • Anonymous Research Data
  • Applying Page and Question Logic
  • Adding and Editing Survey Questions

Data & Results

  • Exclude From Export
  • Download Your Survey Data
  • Adding Value Codes
  • Export Value Codes

Contacts

  • Adding Contacts in PsychData
  • Increasing Your Email Responses

Survey Settings

  • Survey Settings Save and Return
  • Survey Settings Password Protection
  • Survey Settings
  • Required Questions
  • Recover a Hidden Survey
  • Rearrange Questions
  • Randomize Questions
  • Randomizing Answer Choices
  • Query Parameters

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