It is possible to view and modify all of the necessary information and your account status from the My Account page.
To access My account page, log in to your account and click My account link on the top of the page:
There are 3 tabs available to access from this page:
Account Name By default your account name is the email address you entered while signing up and it can be changed from our side only. Please contact our Support Team to request this change if necessary.
Name, Company Name, Email Address, Phone You can view the information you entered into the corresponding fields while signing up.
Survey credits available Total amount of available credits
Credits available until The date when your subscription will be expired is indicated here.
Respondents total Here is given the total amount of respondents who completed your surveys.
Credits used by all surveys Here is given the total amount of credits that you have used working with all your surveys.
Credits needed to view remaining surveys Shows the amount of credits that should be available for viewing remaining surveys.
File storage space Shows usage of the provided space.
It is also possible to have an access to the following options:
Edit Profile Here you can modify your account details
Change password On this page you can change your password
Usage Report You can view the detailed account usage data within your account and export this data to Excel. The activity and usage data includes the number of surveys created, number of respondents participated in your surveys and other. Just click the Usage Report button from the My Account page and indicate the time interval to view the usage statistics.
Default contact manager Select default contact manager from the list of contact managers available. Selected contact manager list will be displayed by default when you switch to Contacts tab and pre-selected for survey launch and publishing on a Portal. Default contact manager can be changed at any moment.
On the Security settings page, you can grant an access to your account for the Form.com/Key Survey support team, set a new report privacy by default, download audit trail log and add verified domain to your account.
The Security settings page is divided into four sections, each of them is described in detail below:
From this section, you can download an Audit trail log - an Excel spreadsheet that contains the information about the activity in your account during last 30 days.
New Reports Privacy
To make sure that your collected data is distributed and reviewed by the appropriate audience, there is an option that allows you to define whether all reports should be created as private or public within your account.
To set your reports to be opened (public) by default, please select the respective option.
The Support team has access to your account by default.
From this section you can add domains that will be used in "From" field for emails sent from our platform(i.e. email invitations, email alerts, notifications, tasks emails):
For more information on this functionality, please refer to this Help page.
Media Library allows you to store files that could be added to your form and report items. It was designed to make it easier for you to upload, save, access, and use stored files any time needed.
How to get access to the Media Library
1/ Upload an image as a Logo for a form;
2/ Add image for an answer option or click on Insert image on the WYSIWYG editor;
3/ Click the My Account -> Media Library.
How to add and manage items in the Media Library?
To add a file to your Media Library click on the Upload button and select it on your computer. Once you choose a file, it will be uploaded right away. On the left pane of the library you can see all folders created in it. You can easily create more folders, rename them or delete by selecting and clicking on respective button above to keep your Media Library organized. Once you have uploaded a file to your Media Library, you can see its characteristics displayed on the third pane. From this pane you can edit the file name by simple clicking on the current name, editing it and hitting on the checkmark.
Why don't I have an access to the Media Library?
If your account is Multi-access or Multi-user type and you are not its administrator, you can be limited in access rights. If so, please contact your local account administrator to request rights for accessing and managing Media Library.
How many images could be stored in the Media Library?
You can store as many files there as Library's size allows. On the bottom left of the Media Library window a detailed statistics of used and free space is displayed so you could easily control the storage use.