The Account pane shows your Vine account data and allows you to change your password. It is recommended to change the password after the first login.
(Your account data is taken from your registration request and you currently cannot change it in the Marketing Automation. For now, you can change your account data only in Vine CRM if you are a Vine CRM user.)
Click Copy to add your organization ID to the clipboard.
The Package pane lists usage data your invoice will be based on. Click Calculate to get the data:
If needed you can change your Marketing Automation plan:
The monthly price will be calculated according to the plan you have selected at the end of the month, but Vine will additionally charge for extra data you used in this month above the currently selected plan. In general, to optimize the costs, it is recommended to have a plan just covering all the data you have used this month.
Please note that once you select a new plan you cannot go back to the initial MA Start Package.
In the Invoicing panel you need to enter data required by Vine to send invoices to you.
In the Demo Data pane you can add (and remove later) demo data which you can try the tool with until you have your own data.
Note: Please remember to remove demo data before you start any real use of Marketing Automation.
Click Delete Unused Persons if you want to clean your database from persons who have not been used for more than a year (persons who have not been changed in Vine, and no email sent to, and no event connected) excluding persons from the Unsubscribed list, Contacts of all users, and employees of customers.
Click Calculate to get the data.
Click Export Unused Persons to Excel if you want first to examine persons to be deleted.