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The My Account section includes your contact information and the
payment plan you are currently on for your campaign. This can be
changed at any time, and the new payment plan will be effective from
the next billing period.
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The My Usage section allows you to view your current and past usage month by month.
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The Test Sending List is a list of up to five contacts which are used for sending test Email/SMS campaigns, free of charge.
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You can have multiple administrator accounts for a number of people to
have access to your Platform Direct account. The Administrator List
gives you a list of the current Administrators. The Search For Current
Contacts tab allows you to search in your Address Book for contacts to
specify as Administrators. The Add New Administrator tab allows you to
add a new administrator manually.
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You can view and update your payment options on the Payment Options page i.e. Credit Card, Direct Debit etc.
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My Invoices provides you with a list of your and your client’s
invoices. You can search by date range, or select a particular client.
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The Pre-Pay page allows you to purchase credit for your Platform Direct
account. This can be done by Credit Card. This page also shows your
credit usage each month.
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The Pre-Paid History page shows your credit purchases and your
credit usage in a list. By clicking on the left icon you can view each
invoice.
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The Credit Limit page allows you to view your current pre-paid credit limit and if desired, request a new amount.
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My Clients allows you to manage your client details. You can create
groups for your clients, create new client accounts and edit existing
ones. This page also determines whether the clients are active on
Platform Direct.
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In My Reports you can view your account’s financial reports. The list includes:
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