Before you begin
If you anticipate a period of inactivity, you should know that it is possible to modify your plan at any time. You can also stop your subscription at any time. Before returning to the Free plan, however, you should know that if you had a paid subscription, you will lose some privileges. For example, you will no longer be able to use the automated marketing module or micro surveys (if you had access to them). When your plan change becomes effective, your active scenarios will stop working and your active micro surveys will be automatically terminated.
To revert to the Free plan, your account must meet all of the following conditions:
- have planned your plan change by selecting the Free plan on the My plan page
How to change your plan > - have 250 subscribers or less (
How to delete contacts >
menu > Subscribed tab) - hav no custom fields
How to delete custom fields > - no longer have any pending users or invites with a Custom user type.
How to change user type >
Going back to the Free plan
- Export the contacts you want to delete. That way, you'll be ready to re-import them, as needed. Click here to learn how.
- Delete contacts, following the instructions here, so that there are 250 or fewer left in your account. With the free plan, you are allowed a maximum of 250 contacts.
- After making the necessary manipulations, go to the My plan box in your Dashboard and click on Details. Then, check in the Previous Periods table that the estimated number of subscribers for the next period is well below 250.
- Then go to
Learn how to delete custom fields >
menu. Make sure you delete all your custom fields before downgrading to a Free plan. - Then check the list of your users and pending invitations to verify their user type. To do this, go to
Learn how to modify Custom user type >
. To move to a Free plan, you must no longer have Custom type users. - Finally, schedule your plan change. To do this, go to the
- On the Change my plan page, click the Take me back to the free plan link, which is located below the detailed plan table.
- Hit Yes to confirm. Your change will then be scheduled for the start of the next billing period.
In order for your plan change to work when the time comes, it's important to ensure that your account continues to meet the Free plan terms listed here until your next monthly renewal.