Guide to changing plans

How to upgrade your plan

Upgrade procedure

1. Check your current plan

   • Check your current plan in your dashboard > Settings > Plans.

   • See which features you're using and how much usage you have left.

2. Select a higher plan

   • Click the "Upgrade" button for the higher plan you want.

   • Finalize feature differences between plans.

3. Verify your payment information

   • Check your existing registered payment methods.

   • Register a new payment method if necessary.

4. Upgrade complete

   • Instantly switch to a higher plan.

   • Confirmation email sent.

Benefits of upgrading

• ✅ Get all the features of the higher plans right away

• ✅ Keep all your existing data and settings

• ✅ Add higher plan usage to your remaining usage

How to downgrade your plan

Downgrade process

1. Request a downgrade

   • Select "Change plan" in Settings > Plans

   • Select the desired subplan

2. Check feature limitations

   • What features are not available when downgrading

   • Check your data retention policy

3. Schedule a downgrade

   • Automatically switch at the end of the current billing cycle

   • No immediate downgrades

What to expect when downgrading

• ⚠️ Higher plan-only features are no longer available

• ⚠️ Sub-plan usage limits apply

• ⚠️ Existing data is preserved but access may be restricted

How you're billed when you change plans

Billing at upgrade

Monthly billing customers:

• Prorate from the change date to the next payment date

• Formula: (higher plan price - current plan price) × days remaining/30

• Pay additional amounts immediately

Annual billing customers:

• Prorate the difference for the remaining term

• Apply higher plan annual rate at next annual renewal

Settlement upon downgrade

Monthly billing customers:

• Keep your existing plan until the end of the current billing cycle

• Apply lower plan rates starting next billing period

Annual billing customers:

• Offer a credit for the remaining term

• Credits are automatically applied to future payments

Settlement examples

March 15 Upgrade from Economy ($40) to Standard ($150)

- Next payment due: April 15
- Number of days remaining: 30 days
- Additional payment: ($150-$40) = $110

Handling data and usage when changing plans

When upgrading

• ✅ Keep all your existing data

• ✅ Keep your current monthly usage + get additional usage on higher plans

• ✅ Preserve all buyer lists, campaign history, etc.

When downgrading

• ✅ Keep all default data

• ⚠️ enforces lower plan usage limits

• ⚠️ Data generated by parent plan-only features is read-only

Usage handling policies

• Usage is not reset when you change plans

• You'll be charged for your new plan's usage on your next billing day

Switching monthly ↔ annual payments

Switching from monthly to yearly

1. How to switch

   • Select "Switch to annual payment" in Settings > Payment information

   • Confirm and pay for the 20% discount

2. When to apply

   • Switch to an annual plan immediately

   • The remainder of the current month is treated as a credit

Switching from yearly to monthly

1. How to switch

   • Schedule "Switch to monthly payments" in Settings > Billing info

   • Automatically switch after the end of the current annual billing period

2. Notes

   • No immediate conversion during the annual payment period

   • See refund policy for refunds for remaining term

Benefits of switching billing cycles

• When you switch to Annual: 20% discount applied immediately

• When you switch to monthly: Flexibility to change plans

💡 Need help?

• Email: [email protected]

• Questions about settlement amounts: Please contact us with your payment details.

• For Enterprise plan consultations, this can be requested in a separate meeting.