Step-By-Step Guide to Accessing OneBalance
1. Access Dashboard Settings:
Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.
2. Navigate to OneBalance:
On the left side of the page under 'Billing Preferences', select 'OneBalance'.
OneBalance is a dynamic tool that assists in managing your usage charges for various services including SMSs, emails, InstaSites, and InstaReports. It provides features for purchase tracking, budgeting, and automatic balance refill, ensuring your account balance is always maintained for smooth running of your automation processes.
OneBalance Interface and Widgets
Upon accessing OneBalance, several widgets will be visible that are designed to provide useful information about your account.
1. Current Balance Widget:
At the top of the OneBalance dashboard, you will find the 'Current Balance' widget. This widget displays your existing account balance and provides options for adding funds or setting up an auto refill threshold. These options ensure uninterrupted service for you and your clients.
2. Adding Funds to Your Balance:
To increase your balance, click on the 'Add Balance' button. Choose the amount you wish to add from the dropdown list and click on the 'Purchase' button.
3. Setting Up Auto Refill:
To configure auto refill, specify the balance threshold under 'When my balance is' from the dropdown. Then under 'Refill my account', indicate the amount you want to be automatically added to your account when your balance reaches the threshold.
4. Cost Per Item Widget:
Located next to the 'Current Balance' widget, the 'Cost Per Item' widget displays the individual costs for each SMS, email, InstaSite, and InstaReport. This widget allows you to make informed purchase decisions.
The cost per item can be viewed in the table below:
5. Spending History Widgets:
Below the 'Current Balance' and 'Cost Per Item' widgets, you'll find three widgets displaying your spending history. These include the amount spent in the current month, the previous month, and the month prior to the last month. These widgets offer valuable insights into your expenditure trends, enabling you to make data-driven budgeting and purchase decisions.
6. Usage Logs:
At the bottom of the OneBalance page, you'll find logs documenting all OneBalance activity. These logs record added funds, usage that led to balance depletion, and any other OneBalance related activity. This can be a useful tool for keeping track of all your OneBalance interactions.