Take control of your Swydo subscription with this essential guide to billing and data source management. Learn how to optimize your data sources, prevent unnecessary expenses, and understand your invoices. By the end of this course, you’ll be equipped to make cost-effective decisions while managing your subscription smoothly.
What you'll learn:
Understand Swydo’s billing and pricing model
Learn what data sources are and how to manage them effectively
Remove duplicates and unused data sources to reduce costs
Access and interpret invoices for better financial control
Managing Your Subscription and Data Sources in Swydo
Managing Your Subscription
Regularly reviewing your subscription details ensures you’re using the right plan for your needs, keeping your budget in check.
Steps:
Access Subscription Settings:
Go to Account Settings in your Swydo dashboard.
Navigate to the Billing section.
Review Your Details:
Check your billing cycle, the number of active data sources, and available invoices.
Regularly review this section to ensure your plan matches your usage and budget.
Understanding Data Sources
What Are Data Sources?
A data source in Swydo is any platform from which you pull data, such as Facebook Ads, LinkedIn Ads, or Google Analytics 4. Efficient management is key to keeping costs low and data accurate.
Types of Data Sources:
Active Data Sources: Platforms currently in use and linked to reports.
Inactive Data Sources: Platforms that remain in your account but are not actively used.
Total Data Sources: The sum of active and inactive data sources during your billing cycle.
Managing Your Data Sources:
Review Usage:
Go to Subscription Settings and check your data source usage.
Identify any duplicates or unused sources.
Edit Data Sources:
Navigate to the Clients Page.
Select a client and open the Data Source tab.
Click the three dots next to the data source to:
Delete: Remove unused or outdated data sources.
Replace: Swap with a new or existing data source, rewriting existing reports as needed.
🎯 Pro Tip: Archive clients you no longer work with to avoid unnecessary charges.
Introducing Data Health Check Alerts
Healthy data sources mean hassle-free reporting. The Data Health Check Alerts feature helps you quickly identify and resolve any issues with your data sources, ensuring your reports, schedules, and dashboards stay on track.
How It Works:
Regular Checks:
Swydo automatically monitors your data source connections for any issues caused by password changes, permission updates, or other disruptions.
Notifications:
In the App: Look for a red dot (🔴) under Settings > Connections or Data Sources in the Integrations section.
By Email: You’ll receive an email with details and a link to fix the issue whenever a connection is broken.
Resolve Issues Fast:
Follow the steps provided in the notification to restore your data sources quickly and keep your reports running smoothly.
🎯 Pro Tip: Keep an eye on your notifications to catch and fix issues before they impact your reporting.
Reviewing Your Invoices
Steps:
Access Your Invoices:
Go to Account Settings and select Invoices.
Review Invoice Details:
Check for a detailed breakdown of charges, including extra costs for additional data sources.
Compare charges with your data source usage to identify any discrepancies.
Stay on Top of Your Budget:
Make it a habit to review invoices monthly to ensure you’re only paying for what you need.
Quick Checklist for Managing Your Subscription
✅ Regularly review subscription and billing details.
✅ Remove duplicates or unused data sources.
✅ Archive inactive clients to save costs.
✅ Monitor Data Health Check Alerts for smooth reporting.
✅ Check invoices monthly for discrepancies.
🙌 Congratulations! You've successfully learnt how to manage your subscription, billing, and data sources to ensure that your Swydo account runs efficiently and cost-effectively.
📚 Next Steps: Explore more advanced features like custom metrics, report automation, and team collaboration. Don't forget to take a look at Swydo Academy for detailed video tutorials.