What is auto-billing?
Pricing and Subscriptions
What if I do not want to auto upgrade my plan?
Before we auto-upgrade to complete a manual import of contacts, we will inform you the current state and let you choose if you want to auto-upgrade and proceed or if you want to skip the auto upgrade. You can choose to skip the auto upgrade.
If you're importing contacts via API or any of the sync services, then you can check the potential number of contacts that are to be imported and your current contact limit before you start to import, to avoid the auto upgrade.
When you try to import, sync, or add contacts more than the current subscription plan limit, we will move you to the next plan based on the contact count in the file. This change will be reflected in the next billing cycle.
Note: This is not applicable for users in free or pay-as-you-go plans.
What happens when I reach the contact limit in my current plan?
Here is what happens when you reach the contact limit on your current subscription plan:
Import contacts via sync
If you've enabled the Auto-upgrade option under Settings, Zoho Campaigns automatically upgrades your subscription, allowing you to import contacts via a sync you've created. The upgrade will be based on the number of contacts you are trying to import.
In case you haven’t enabled the Auto-upgrade option under Settings, the sync will stop, and no additional contacts will be imported to Zoho Campaigns upon reaching the contact limit.
Import contacts via files
If you try to import contacts via .csv, .xls, and .xslsx files after the plan limit is reached, you'll be asked for consent each time you try to import the contact. If you give your consent, we will upgrade your plan before importing the contacts.
Note:
The charges will be added up to your next billing cycle.
How do I switch from an email-based plan to 'pay-as-you-go?
Switch to pay-as-you-go plan to choose your email credits as per your requirement. Pay-as-you-go allows unlimited contacts.
Log into Zoho Campaigns.
Click Settings on the top-right corner of the screen.
Select Subscription under General. You will see your current plan.
Click the Upgrade button in the top-right corner. You will be redirected to Zoho's payments page.
Click the Change Plan.
Select the option to switch to Email-based.
Choose the plan options you want.
Click Upgrade Now.
How do I switch from a subscriber-based plan to 'pay-as-you-go'?
Switch to pay-as-you-go plan to choose your email credits as per your requirement. Pay-as-you-go allows unlimited contacts.
Log into Zoho Campaigns.
Click Settings on the top-right corner of the screen.
Select Subscription under General. You will see your current plan.
Click the Upgrade button in the top-right corner where you can see your current plan.
Click the Cancel my subscription link at the bottom of the page.
Your plan will automatically be changed to a pay-as-you-go plan with zero email credits.
Click Buy Credits.
Choose an email credit plan from the list.
How do I switch from a subscriber-based plan to an email-based plan?
Switch to email-based plan to purchase a certain number of emails you can send. You can have half as many contacts as the number of emails you purchase. All features are available, except for autoresponders and the send email option in workflows.
Log into Zoho Campaigns.
Click Settings on the top-right corner of the screen.
Select Subscription under General. You will see your current plan.
The Upgrade button in the top-right corner. You will be redirected to Zoho's payments page.
Click Change Plan under Manage Subscription.
Select the option to switch to email-based and choose the plan options you want.
Click Change.
How can I get my payment invoice?
You will get your payment invoice via email the instant you have completed the payment. It will be sent to the email address associated with your account.
You can download the invoice using this link.
What is the difference between the pay-as-you-go plan and the email-based plan?
Before choosing a plan for your organization, you need to know the difference between the plans. Difference between pay-as-you-go plan and the email-based plan are,
The pay-as-you-go plan allows unlimited contacts, while the email-based plan only allows half as many contacts as the number of emails purchased.
The email-based plan is on a recurring payment cycle, meaning that the payment is taken automatically each cycle. The pay-as-you-go plan is not on a recurring cycle.
How do I update my credit card details?
Purchasing or subscribing to a plan is a one-step process with our payments team if your credit card details are saved. Follow these steps to edit your credit card details on the Payments store.
- Click this link
- Click Payment Method under Your Store Details.
- Click the Change icon and edit your card details in the Payment Method tab.
How do I switch from 'Pay as you go' to a Subscription plan?
- Click Settings and select Subscription. You will be redirected to Zoho's payments page.
- From here, you can view the available credits in your current plan.
- Find below the option to switch to Subscription.
- Click Upgrade now
- Choose the plan you want.
How do I cancel my subscription?
Log into Zoho Campaigns.
- Click the Settings icon at the top-right of the screen.
- Select Subscription under General.
- Click the Cancel your subscription plan link.
- Click the Change plan option.
- Click on Cancel Subscription link at the bottom of the page.
- Click Yes. Your plan will automatically be changed to a pay-as-you-go plan with zero email credits.
How do I upgrade my edition?
Log in to Zoho Campaigns.
Click Settings, then select Subscription. You will be redirected to Zoho's payments page. From here, you can easily view all the products you have purchased from Zoho, and manage them on a single platform.
Select a model you prefer—either Subscription plan or Pay-as-you-use.
Choose your plan from the list, then click Upgrade.
Check the plan's price, then review your order and make the payment. A summary of your plan and payment will be displayed.
How to purchase Dedicated IP add-on?
To raise request for your dedicated IP, please reach out to our support team. Our team will review your account and check for certain conditions to validate your eligibility. Once they review and confirm your eligibility, the dedicated IP add-on will be automatically enabled for your account.
In case you cannot view the add-on on your Zoho Campaigns application post the approval, please contact support for assistance.
A dedicated IP is only available for customers on annual plan
Can I test out the features of another plan while I'm on the free plan?
Yes, it is possible to explore all the features. You have to switch from the free plan to the trial plan and then explore all the features for a period of 14 days. You can access all the features, add contacts and send emails in this period.
Note: If you've added less than 2000 contacts, then you can send 6000 emails.
What are the paid subscription plans available after the update?
The paid subscription plans are:
Professional plan: This plan is based on the number of contacts in your account. Purchase the plan for a specific number of contacts, then send those contacts unlimited emails, set autoresponders, and use workflows.
Standard plan: This plan is also based on the number of contacts in your account. The major difference between this plan and the professional plan is that some features like autoresponders, dynamic content, and email polls are not available in this plan.
How do I disable the auto upgrade option of my subscription plan?
To disable the auto upgrade option for your subscription plans of Zoho Campaigns:
Click the Settings icon.
Click Subscription under General.
Toggle the Auto topup to disable it.
Note
If you disable the auto-upgrade option, you won't be allowed to add new contacts. This is likely to affect workflows, your attempts to add new contacts and set up syncs.
Why am I not able to send emails on the free plan?
For the free plan, the number of contacts must be within 2000 to send emails. If you have contacts more than 2000, then you will need to delete some contacts or move to a paid plan to send emails.
Why can't I send campaigns to some of the segments?
If you are in the Standard plan, you will be unable to send campaigns to segments that include advanced fields as one or more in the segment criteria. You need to upgrade to the Professional plan to send campaigns to those segments. View plan comparison
Will I be able to make use of all my segments in the Standard plan?
You can't make use of segments that include advanced fields in the Standard plan. To understand what is meant by 'advanced fields', please refer to this article. You need to upgrade to the Professional plan to use the advanced fields during segment creation. View plan comparison.