Zoho Marketing Automation has three plans: Standard, Professional, and Enterprise. We provide our users with an initial 14-day trial period, during which they can use and explore all product features without any feature restrictions.

1. Standard plan: This plan is suitable for small businesses with between 1,000 and 50,000 contacts per month. You can use features like automation emails, basic website activity (without pop-ups), basic marketing planner without ROI, and basic customer journey builder (without advanced components).
   
2. Professional plan: This plan is suitable for medium-size businesses with 50,000 to 100,000 contacts per month. You'll get all the features of the Standard plan as well as features like website activity with pop-ups, marketing planner with ROI, lead journey builder, lead attribution with ROI, and in-product tracking.
3. Enterprise plan: This plan is suitable for large businesses with more than 100,000 contacts per month. You'll get all the features of the Professional plan and features like timezone based email scheduling, lead attribution reports, multiple trigger, flow control and action elements in journey and many other features.
   

 Add-Ons 

Visitors

1. For Standard plan, number of visitors = contact count*2
   
2. For Professional plan, number of visitors = contact count*5
   
3. For Enterprise plan, number of visitors =  contact count*10

Dedicated IP address

How can I purchase an IP address add-on?

1. Click the Settings icon in the top-right corner.
   
2. Select Subscription under General Settings. You will see your current plan.
   
   
3. Click Change plan in the top-right corner. You will be redirected to Zoho's payments page, where you can easily view and manage all the products you have purchased from Zoho. Choose a plan.
   
   
4. Enter the number of dedicated IP address units you require in the Add-Ons section. One unit costs 360$ per year.
   
5. Click Proceed.
   
   
6. Confirm your order and make a payment.
   

Irrespective of the WhatsApp credits, you can send limited WhatsApp campaigns per day based on the message limit and tier of the associated phone number.

What will happen to my unused WhatsApp credits?
 Unused WhatsApp credits will be carried forward to the next subscription period. These credits don't have an expiration period; you can use them whenever you want.

Note: WhatsApp charges for conversations and not individual messages. Conversations are 24-hour message threads between you and your customers. Conversations are opened and charged when messages you send to your users are delivered.

How can I purchase WhatsApp credits?

To purchase WhatsApp credits:

1. Click the Settings icon on top-right corner.
   
   
2. Click Subscription under General.
   
   
3. Click Change Plan.
   
   
4. You'll be directed to the pricing page. Click Buy More.
   
   
5. Choose the number of credits you want to purchase in the Add-on section. You can check out your requirement using the WhatsApp credit calculator and purchase based on your requirement.
   
6. Click Proceed.
   
   
7. Confirm your order and make a payment.
   

How do I buy a subscription plan? 

1. Click the Settings icon in the top-right corner.
   
2. Select Subscription under General Settings. 
   
3. Click Change plan in the top-right corner. You will be redirected to Zoho's payments page, where you can easily view and manage all the products you have purchased from Zoho. Choose a plan.
   
4. Choose if you want monthly or yearly subscription by enabling the toggle above the pricing plans.
   
   
5. Choose your plan and click Upgrade.
   
   
6. Choose any add-ons, click Proceed.
   
7. Enter your address and payment details. Click Proceed. 

Auto-Upgrade option

1. Click Settings icon in the top-right corner.
   
2. Select Subscription under General Settings. 
   
3. You can see the Auto-Upgrade toggle in the Subscription page.
   
   

How do I change my subscription plan? 

1. Click Settings icon in the top-right corner.
   
2. Select Subscription under General Settings. 
   
3. Click Change plan in the top-right corner. You will be redirected to Zoho's payments page, where you can easily view and manage all the products you have purchased from Zoho.
   
4. Click Change plan in the store dashboard page.
   
   
5. Choose your preferred plan from the Standard, Professional, and Enterprise plans. This can be based on number of contacts you want to store and also the features you need to access.
   
   
6. Click Change.
   
7. Confirm your plan and make payment.
   

 How do I switch from a monthly subscription plan to a yearly subscription plan? 

1. Click Settings icon in the top-right corner.
   
2. Select Subscription under General Settings. 
   
3. Click Change plan in the top-right corner. You will be redirected to Zoho's payments page, where you can easily view and manage all the products you have purchased from Zoho.
   
4. Choose the Move to Yearly option under the Next Payment section. A prorated amount will be displayed based on your current plan.
   
   
5. Click Make Payment and complete the payment process to activate your yearly subscription.
   

How can I downgrade from a yearly to monthly plan?

You need to cancel your subscription, then opt for a monthly plan if you want to downgrade from a yearly plan to a monthly plan.

 How do I cancel my subscription?   

Note:

If you want to downgrade immediately, you can either uncheck the checkbox mentioned in step 6 or click Downgrade immediately on the store dashboard page.

All automated and scheduled activities will be suspended and, all features will be disabled until user upgrades to a subscription plan.

 How do I update my credit card details? 

1. Click Settings icon in the top-right corner.
   
2. Select Subscription under General Settings. 
   
3. Click Change plan in the top-right corner. You will be redirected to Zoho's payments page, where you can easily view and manage all the products you have purchased from Zoho.
   
4. Click Change plan in the store dashboard page.
   
5. Click Change Payment Method button. You'll be redirected to the payment methods section under Zoho Store.
   
   
6. Update your card details and click Update.
   

 FAQs