Managing your subscription plans

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.

After the trial period, you can choose one of the paid plans according to your marketing requirements. This help guide provides details about the available plans, how to switch between different plans, payment details, and the add-ons that are available.

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).
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.
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.

View pricing page to view the features available under each plan in detail.

You can also choose add-ons for these plans based on your business needs. If your business is too large for the higher end plans, then you can choose the basic plan along with the add-ons to get your work done.

Add-Ons

Visitors

You can analyze your visitors' online behavior and measure key website metrics using Zoho Marketing Automation. You can use this information to devise further marketing strategies. Zoho Marketing Automation enables you to record visitors based on your subscription plan and the number of contacts is included in that plan.

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

Dedicated IP address

You can choose to have a dedicated IP address to send campaigns on behalf of your organization/portal. Having a dedicated IP address can reduce emails being moved to spam folders. It will also improve your email reputation and increase email deliverability.

You can choose this add-on only in yearly subscription plan.

How can I purchase an IP address add-on?

Click the Settings icon in the top-right corner.
Select Subscription under General Settings. You will see your current plan.
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.
Enter the number of dedicated IP address units you require in the Add-Ons section. One unit costs 360$ per year.
Click Proceed.
Confirm your order and make a payment.

Purchase WhatsApp credits

WhatsApp business communications are powered by WhatsApp credits. You can buy credits as an add-on to your subscription and send WhatsApp messages to your target audience in any country. The cost to send one WhatsApp message varies by country and volume. Each conversation is charged as per the country code of the end-user.

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.

We'll follow a pay-as-you-go model for WhatsApp marketing, and users can send campaigns whenever they need without any expiry. With WhatsApp chat rates based on conversations initiated through business, users have to pay for what they use.

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:

Click the Settings icon on top-right corner.
Click Subscription under General.
Click Change Plan.
You'll be directed to the pricing page. Click Buy More.
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.
Click Proceed.
Confirm your order and make a payment.

Buying and managing subscription plans

How do I buy a subscription plan?

Click the Settings icon in the top-right corner.
Select Subscription under General Settings.
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.
Choose if you want monthly or yearly subscription by enabling the toggle above the pricing plans.
Choose your plan and click Upgrade.
Choose any add-ons, click Proceed.
Enter your address and payment details. Click Proceed.

Your plan will be updated to the one you selected. You can view this on the store dashboard.

Auto-Upgrade option

The Auto-Upgrade option will be enabled by default. This implies that when you're importing your contacts and you reach your contact limit, we will auto upgrade your pricing plan to the next plan based on the number of contacts you're trying to import at that time. To view this option,

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

How do I change my subscription plan?

Click Settings icon in the top-right corner.
Select Subscription under General Settings.
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.
Click Change plan in the store dashboard page.
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.
Click Change.
Confirm your plan and make payment.

Your plan will be changed to the one you selected. You can view this on the store dashboard.

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

Click Settings icon in the top-right corner.
Select Subscription under General Settings.
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 the Move to Yearly option under the Next Payment section. A prorated amount will be displayed based on your current plan.
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?

Click Settings icon in the top-right corner.
Select Subscription under General Settings.
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.
Click Change plan in the store dashboard page.
Click the Cancel Subscription link at the bottom of the page.
Provide reason for your downgrade. Check Downgrade automatically at the end of current billing cycle to continue using the product till the end of your current billing cycle.
Click Confirm Downgrade.

Your plan will be downgraded.

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?

Purchasing or subscribing to a plan is a one-step process if your credit card details are already saved in your Zoho account. Follow these steps to edit your credit card details on the Payments store:

Click Settings icon in the top-right corner.
Select Subscription under General Settings.
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.
Click Change plan in the store dashboard page.
Click Change Payment Method button. You'll be redirected to the payment methods section under Zoho Store.
Update your card details and click Update.

FAQs

1. What happens after my trial ends?

After your trial period ends, you'll need to purchase a monthly or yearly subscription. Your trial account will become your permanent account with all your configurations and data remaining intact.

2. What happens if I've missed a payment?

When your payment date is due, you'll be informed about it. Once, the payment due date has passed, we'll suspend data fetching and all features will be disabled until the payment is made.

3. What happens if I exceed my plan's contact count?

You won't be able to add new contacts to your account, and all active syncs that import your contacts will be disabled. New contacts cannot enter your journeys, but you'll still be able to run journeys with existing contacts.

4. Can I upgrade or downgrade my plan?

Yes, you can do either of the actions at any time you like. Your plan will be upgraded as soon as you opt for it. In case you opt for a downgrade, it will be carried out at the end of your billing cycle. However, you can opt for downgrade immediately option if required.

5. Will I have access to my data if I downgrade or cancel my plan?

Yes, when you downgrade or cancel your plan, you'll still have access to all the features and reports. When you downgrade, you cannot perform any new operation that the selected plan is restricted with. When you cancel, your account will become dormant but you'll be able to view everything you've configured.

6. Can I cancel my subscription?

If at any point you are not satisfied with our product or service, you can cancel your subscription and get a full refund per Zoho's refund policy.