Canceling Account

Feature Snapshot

Summary:
Canceling your ActiveProspect account stops all usage and payments. Cancelling an account can be done immediately by disabling all features.

Typical Use Cases:

• A business that no longer requires ActiveProspect services
• A business canceling a duplicate account

How Canceling an Account Works

When your account is canceled, all features are disabled. This means:

• API access will be disabled
• All stored TrustedForm certificates will be deleted
• LeadConduit flows and batch delivery of files will be disabled
• The account will be removed from the Source and Recipient Libraries
• List records will be deleted

Step‑by‑Step Instructions

1. Disable Features:

   • Access the Features Hub in your ActiveProspect account by navigating to the Features section.
   • Disable all features

   Expected Result: All features are disabled and the account is Inactive.

2. (Optional) Request Wallet Balance Refund:

   • If your wallet balance has a remaining balance, you can contact support to receive a refund.

   Expected Result: Remaining wallet balance is refunded to the credit card on file.

3. (Optional) Delete Credit Card:

   • Go to the Wallet tab in the Billing section of your account. Use the action menu in the Payment section to remove the credit card on the account.

   Expected Result: Credit card is removed from the account.

Validation & Monitoring (optional)

• Test the Setup: Verify that all features are disabled
• Where to Monitor?: Monitor payments and activity to see that no further usage or payments occur

Best Practices

• Double‑check all toggles in the Features Hub so that only unwanted services are disabled.
• Retain records of any support communications for your cancellation and refund request.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: Do I need to contact ActiveProspect to cancel my account?
A: No, you can cancel your account by disabling all features from the Features Hub in your account.

Q: How do I disable individual features on my account?
A: Access the Features Hub in your ActiveProspect account and toggle the specific features you wish to disable.

Q: What happens to my TrustedForm certificates when I cancel my account?
A: Upon cancellation, all stored TrustedForm certificates will be deleted.

Q: Can I re‑enable features after disabling them?
A: Yes, you can re‑enable any feature at any time through the Features Hub if you decide to resume its use.

Q: What should I do if I experience issues during the cancellation process?
A: Refer to the troubleshooting steps above and contact our support team if problems persist.

Glossary