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Choosing a Subscription Plan and Number of Projects

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1. From the “My Accounts” page, navigate to the bottom of the page to the “Change Subscription Plan” form.

2. Choose the Tier type for your plan.

3. Choose the number of projects you need.

4. Choose “Monthly subscription”

5. Or “Annual subscription”

6. Click “Subscribe for (monthly/annual) for $X” to open the Stripe payment processor.

7. Enter your billing “Email”.

8. And credit card details.

9. Click “Pay $X” to submit payment and subscribe.

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Choosing a Subscription Plan and Number of Projects

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CONTENTS

Fine Tuning Your Member Options

Moving Data Between Projects and into Other Platforms

Managing Project and Member Privacy

sumApp

Kumu

Understanding Options Regarding Connections and What Shows on the Member Connections Page

sumApp Member View | Connections Page | Filter by Segment

1. Click “Connections” to find members you want to add a connection to. 2. Selec

Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to

Manage Invitations

See a list of all members in your project. Send an invitation email to your memb

Use ‘Manage’ Button to Access All Your Project Pages

Click ‘Manage’ button to access your project management pages. Edit Survey Form.

Delete a Project

A project you no longer need can be: Deleted completely Deletion is not reversib

Manage Your Subscription

Cancel your subscription. Return to sumApp. Remove a payment method. Add a payme

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