This document explains how to review your credit balance, costs, activity history, and analytics, as well as how to access options for purchasing additional credits or upgrading your subscription.
Step 1: Open the Credit Usage Dashboard
Navigate to the sidebar and click the Credit Usage icon to open the dashboard.
Once the Credit Usage Dashboard loads, review your current credit balance, usage statistics, and active plan details displayed at the top of the page.
Step 2: Review the Credit Cost Catalog
Scroll down to the Credit Cost Catalog section to review the credit costs for various actions. Here you can see the price per action for:
Outreach voicemails
Screening calls
Emails
Sourcing from platforms like Dice, TechFetch, SMS, and others
Use this information to understand how credits are spent across different recruitment activities.
Step 3: Filter and Review the Activity Log
Switch to the Activity Log tab
Once loaded, set the date filter to show the last 30 days of usage to view your recent transaction history. Then:
Click the Action filter dropdown.
Select Outreach Email as the action type.
Click Search to apply the filter.
Scroll through the filtered list to review the dates and credit costs for each email activity performed.
Step 4: Analyze Credit Usage Trends
Navigate to the Analytics tab
Once ready, review the graphical trend of your daily credit consumption over the last 30 days. This helps you identify usage spikes, patterns, and overall consumption behavior.
Step 5: Review Credit Usage Breakdown by Action Type
Scroll to the bottom of the Analytics page to see the breakdown of credits used by action type
Examine the bar chart for specific counts per action and the pie chart for the overall distribution of your recruitment activities, such as emails, calls, voicemails, and sourcing actions.
Step 6: View Credit Purchase Options
Click Buy Credits to open the list of available credit packages.
Review the package options, including quantities and pricing, and then select the credit from the options available to purchase credits
Step 7: Explore Subscription Upgrade Plans
Click Upgrade to open the subscription plans modal.
Review the different subscription tiers, their features, and included credit allowances to upgrade to the subscription plan of your choice.
