Help: Billing

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How to Change your Plan

We at ActiveCampaign understand that Email Marketing is dynamic. Things change, lists shrink, lists grow. Therefore, we have made it easy for you to move between plans. We offer you a lot of flexibility in changing your plan to one that fit your needs.

This guide will show you how to modify your existing plan.

Where to Go

In order to modify your plan, you would need to go to your Billing & Upgrade page. This is located at the bottom of your Software page.

Billing And UpgradeAfter clicking this link, you will be taken to your Account Summary page. This page gives you detail about your current plan. It will also show you your upgrade options.

 

Plan Options

Upgrading your Plan     |       Downgrading your Plan     |      Credit to Monthly      |      Monthly to Credit

 

 

Upgrading to a Higher Plan

To upgrade your plan, scroll to your desired plan and click on the upgrade button.

Upgrade Once you clicked on the upgrade button, review your order then click on Continue.

Upgrade 2You will then be taken to the Billing page. Fill out the necessary information and click the “Submit My Order” button. Once processed, your account would be upgraded.

Billing Page Please note that if you already have billing information saved on your account, your saved information will be used once you click the “Update my Account” button.

 

Downgrading to a Lower Plan

To downgrade your plan, click on the “Looking to downgrade your plan?” link on your Billing & Upgrade page.

Downgrading

Choose the plan you wish to downgrade to. Click on the “Downgrade” button then click the “Update My Account” button.

Downgrading 2

Once you click the “Update My Account” button, your account will be converted to the lower plan and you will be charged monthly with the new monthly price.

 

Converting your Credit-Based Plan to a Monthly Plan

At some point, a Credit-based plan may no longer work for you.   Your subscriber list might have grown or your sending has become more frequent.  At this point, you may decide that a monthly plan makes more sense.

Here’s how to convert your Credit-Based plan to a Monthly Plan.

On your Billing & Upgrade page click the “Are you a frequent sender? Click here to view our monthly and yearly plans.” link.

Once you click this link, you will be presented with the different monthly plans.

Click on the upgrade button on the plan that suit your needs.     After reviewing your order, click on the “Update my Account” button.

You will then be taken to the Billing page. Fill out the necessary information and click the “Submit My Order” button. Once processed, your account would be upgraded.

Billing Page Please note that if you already have billing information saved on your account, your saved information will be used once you click the “Update my Account” button.

 

 

Converting your Monthly Plan to a Credit-Based Plan

If a monthly plan no longer suits your needs, and, you still wish to send Email Campaigns (but less frequently). You could convert your monthly plan to a Credit-based plan.

To do this, locate the “Not a frequent sender? Click here to view our credit based plans.” link.

CreditsAfter clicking the link, you will be presented with the pricing for our credit based plans.  The more credits you purchase, the lesser the cost credit.

Once you have determined the amount of credit you wish to purchase, click on the drop-down and select the number of credits you will be purchasing.

Credits 2

Once you have selected the number of credits, you will see a summary of the total credits that you will have after the purchase.  Click on the “Continue…” button after reviewing the information.

Credits 3You will then be taken to the Billing page where you can input your billing information.  Fill out the necessary information and click the “Submit My Order” button. Once processed, your account would be upgraded.

Billing PagePlease note that if you already have billing information saved on your account, your saved information will be used once you click the “Update my Account” button.

 

More questions?

For more information about Billing or any feature of our Email Marketing software, please contact our Support Department. We would be happy to assist you.

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