How to change plan settings during the current billing period

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Contents

1. How to extend a license
   • Ways to open license extension
   • License extension process
   • Notifications and quick access
   • Important payment information
2. How to reduce license limits

How to extend a license

License limits, such as the number of users or the size of the email package, can be increased directly in the CRM system. Use the license extension side panel, which can be opened from several locations.

Ways to open license extension

You can open the license extension panel in the following ways:

• From the profile panel. Click the profile icon in the upper-right corner. Under the Automatic payment block, the panel shows Email package, Customer database, and Loyalty program participants. Click the + icon next to the required item.
• From CRM Marketing. Open Marketing → Home. The top of the page shows the available email package, customer database, and loyalty program participant limits. Click the + icon next to the required block.

License extension process

Clicking the + icon opens the License extension panel.

To extend the license:

1. Select the extension period. Two options are available at the top of the panel:

   • Extend until the end of the full license period. The selected limits are increased for the entire remaining period of the main license.
   • Extend for one month. The selected packages are increased for one month. This option is not available for email packages.

2. Set the required limits. In the main part of the panel, you can increase:

   • The number of users using the + and − buttons.
   • The customer database size in CRM Marketing.
   • The number of loyalty program participants.
   • The email package size.

3. Select a payment method. The total amount is shown at the bottom of the panel. The following options are available:

   • Bank card. Pay immediately using one of the card payment methods available in the payment form.
   • Invoice. Pay by bank transfer using the details in the invoice. The invoice is sent to the system owner's email address.

4. Click Proceed to payment to complete the process.

Important!

Enter the total limit required in the system, not the amount you want to add. For example, if the database contains 10,000 customers and you need 5,000 more, select 15,000 in the list.

Notifications and quick access

When a resource is nearly exhausted, the system offers to increase it through banners, notifications, or Connect buttons in the corresponding sections. Clicking any of these controls opens the same license extension panel.

Important payment information

• Amount calculation. The extension amount is calculated in proportion to the number of days remaining in the current paid period.
• Email package exception. Proportional calculation does not apply to email packages: their full cost is always charged.

• Payment by invoice. Keep the following conditions in mind:

  Important!

  Copy the payment reference from the invoice in full so that the payment can be processed automatically. Payments are usually credited within 24 hours. A unique invoice is generated for every new payment; do not reuse a previous invoice.

How to reduce license limits

To reduce the number of users or other plan limits during the current paid period, contact technical support.