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Grupos Inteligentes

Upgrade and Downgrade Guide: When and Why to Change Plans

Knowing when to upgrade or downgrade is essential to optimize costs and features. This guide shows the signs that you need to change plans and how to do it without interrupting your campaigns.

Signs You Need Upgrade

Visual Technical Signs

1. Reaching Click Limits

When to see:

  • Warning appears on Dashboard saying “50% of plan limit used”
  • Another warning at 70%, 90% and 100% of plan usage

What it means:

  • Basic plan: 2,500 clicks/month - if reached, your campaigns are interrupted
  • Essential plan: 15,000 clicks/month
  • VIP plan: Unlimited, but warning may still appear for monitoring

Immediate action:

  • Consider upgrade before reaching 100% (at 70-80% is ideal)
  • Do not wait until block - always have capacity to continue operating

2. Wanting Additional Features

Signs of need:

Trackers (Want to optimize paid traffic)

  • Trying to configure Facebook Pixel but not appearing in settings?
  • Need Google Analytics and is blocked?

Control distribution modes

  • Want to use balancing or sequential but option not enabled
  • Only have random (default in Basic plan)

Detailed reports

  • Clicking “Reports” but see paid plan message
  • Need to understand data to optimize campaigns

Contingency pages

  • Want to configure message when slots fill
  • Redirect to waiting list page or WhatsApp

Immediate action:

3. Launches Growing Quickly

Growth signs:

Traffic volume:

  • Expect 5,000+ leads this month but on Basic plan (2,500 clicks)
  • Expect 15,000+ leads but Essential plan (15,000 clicks)

Launch frequency:

  • From one launch per month to 2-3 launches per month
  • From isolated launches to continuous operations

Complexity:

  • More products or offers, more redirecting links
  • More audience segments, different strategies

Immediate action:

  • Upgrade when expecting continuous volume growth
  • Do not wait until out of capacity before launch

Business Performance Signs

4. ROI Indicates Optimization

ROI calculation:

  • Spending R$ 1,000 on ads but generating R$ 250 in sales?
  • Spending much on traffic but conversions below expected?

Optimization benefits:

  • Trackers to understand which channels and segments work
  • Reports to identify behavior patterns
  • Distribution modes to maximize conversions

Immediate action:

  • If your cost per lead is very high, consider upgrade to plans with trackers

5. Management Time Too High

Burnout signs:

  • Spending 4+ hours per month counting group members manually?
  • Anxious during launches not knowing where leads are going?

Automation benefits:

  • Automatic participant update in VIP plan - no manual effort
  • Real-time monitoring
  • Less stress and uncertainty

Immediate action:

  • Manual management consuming too much time? Consider upgrade to VIP

Signs You Can Downgrade

Signs of Excess Capacity

1. Resource Underutilization

When it’s excess:

Clicks:

  • Essential (15,000 clicks) using only 2,000 clicks/month
  • VIP paying for automation but need only manual counting

Features:

  • Using trackers but traffic only 1-2k clicks per month
  • Configured contingency pages but never used

Immediate action:

  • If underusing resources for 3 consecutive months, consider downgrade
  • Evaluate if extra features still worth cost

2. Business Model Change

Examples:

  • You had frequent launches but now only 1-2 per year
  • Closed division using much traffic
  • Changed from high-volume operations to smaller niche

Immediate action:

  • Immediate downgrade next cycle to save money

3. Focus Changed

Signs:

  • Using only basic features
  • Traffic and volume decreased
  • Business focus changed to other areas not needing groups

Immediate action:

  • If not using advanced features, downgrade

Upgrade Process: Step by Step

Before Starting

Pre-check:

  1. Confirm you need upgrade
  • Check How many clicks already used in current month
  • Confirm what you need (specific features)
  1. Understand cost benefit
  • Calculate cost per 1,000 clicks of current plan
  • Compare with cost of superior plan
  • See expected ROI (ex: more clicks → more sales)
  1. Check payment method
  • Your payment methods are managed in the Stripe Customer Portal
  • If needed, click “Cancel plan” to access the portal and add a new card

During Upgrade Process

  1. Access your plan Dashboard
  1. Select superior plan
  • See list of available plans
  • Click “Update” (or similar button) to desired plan
  1. Process payment
  • You will be redirected to Stripe Checkout to enter your payment details
  • After payment, system processes immediately
  1. Features instantly available
  • You will see new plan and features enabled
  • No need to logout and login
  • Continue using as if nothing changed
  1. Configure new features
  • For trackers: Add Facebook Pixel, Google Analytics etc.
  • For distribution modes: Configure random, balancing or sequential
  • For slot limits: Configure limit per group

After Upgrade

Immediate actions:

  1. Configure new features
  • If added trackers, integrate in your Facebook/Google Dashboard
  • Enable automatic update (if VIP) in main redirectors
  • Configure contingency page for when slots fill
  1. Monitor first days
  • Track if new traffic being distributed
  • Check if trackers capturing data correctly
  • Test to confirm everything works
  1. Document used features
  • Note which settings worked in Project Notes
  • In case future downgrade, you know what you lose

Downgrade Process: Step by Step

Important: Understand How Downgrade Works

Key: Downgrades are not immediate. They apply in the next billing cycle.

Example:

  • Updated to VIP plan on day 15 of current month
  • Rate is R$167 on day 20 of next month
  • Requesting downgrade on day 25 of current month:
  • Continue using VIP until day 15 of next month? NO
  • R$167 charge still applies day 20 of next month
  • From day 21 of next month, You’re on downgrade lower plan
  • But, you still have VIP access until end of that cycle (for 30 days)

When to Request Downgrade

Timing: Request downgrade before next billing date, but not more than 1-2 weeks before.

Too early: If requested 3 weeks before due, may not process in time.

Too late: If requested 1 day before due, may not process until after current cycle charge.

Ideal: Request 5-10 days before next billing date.

During Downgrade Process

  1. Check which features You’re losing
  • See feature comparison table
  • Understand what you need to adapt (ex: configure manual counting if losing automatic update)
  1. Access your plan Dashboard
  1. Select lower plan
  • Click “Downgrade” (or similar button) to desired plan
  1. Confirmation
  • Confirm dates and plans
  • Click to confirm downgrade
  1. Track notifications
  • Will receive email confirming downgrade
  • May receive warning of features that will be disabled

After Downgrade (When Applies)

From first day of new billing cycle:

  1. Extra features disabled
  • You will no longer see tracker, report options etc. in interface
  • Saved settings may remain, but functionality not working
  1. Reduced capabilities
  • If downgrade from VIP to Essential: click limit becomes 15,000 (unlimited before)
  • If downgrade from Essential to Basic: extra features disabled
  1. Reduced cost
  • Your next charge reflects lower plan value
  1. What’s preserved:
  • Your data (groups and redirectors) remain 30 days after last activity Can recover data if reactivate within this period

Advanced Plan Management Strategies

Test Plan for Limited Period

For those not sure if need extra features:

  1. Subscribe to superior plan for 1-2 months
  • Test trackers, reports, automation
  • Use data to calculate ROI
  1. Evaluation after test period
  • Features worth extra cost?
  • ROI improved?
  1. Final decision
  • If beneficial: continue
  • If not: downgrade next cycle

Scheduled Downgrade

If you know you will reduce usage:

  1. Identify reduction moment
  • Ex: end of launch season (October-December)
  • Ex: end of major paid traffic project
  1. Request downgrade before date:
  • 5-10 days before last major campaign
  • Giving enough time for process

Reactivation of Previous Plans

If downgrade and then increase volume again:

  1. Simple reactivation
  • Access plan Dashboard
  • Select previous plan
  • Pay again
  1. Considerations:
  • If downgrade no data loss (for 30 days)
  • If reactivate within this period, data preserved
  • Outside this period, need to recreate

Refunds and Prorated Calculations

How Prorated Calculation Works

Upgrade example:

  • Basic plan: R$0/month (no prorated)
  • Essential activation: R$67 on day 20 of month (middle of month)

Calculation:

  • Charged: R$67 (full month charge) not prorated
  • You pay full plan even if use only 10 days

Note: System charges full plans, not prorated.

Refund Policy

Refund available if:

  • Requested within first week of use
  • Proof of use problematic (not working as expected)
  • Circumstances outside user control

Refund example:

  • Activated VIP on day 1 of month
  • Discovered not need many features in first 24 hours
  • Requested prorated refund for 23 days not used
  • Refund processed within 5-10 business days

When Refund Not Available

  • After first week of use
  • If you used majority of features
  • If downgrade requested and applied (refund by downgrade not available)

Upgrade Decision Checklist

Before Making Upgrade

  • Checked How many clicks already used in current month
  • Confirmed expected traffic volume next month
  • Compared click cost of plans
  • Identified features you really need
  • Considered expected ROI (more clicks = more sales)
  • Checked payment method ready
  • Confirmed have budget available

During Upgrade

  • Accessed plan Dashboard
  • Selected correct superior plan
  • Processed payment successfully
  • New features appear in interface
  • Configured trackers/limits if necessary
  • Monitored first days to confirm functioning

After Upgrade

  • Features configured and tested
  • Tracker integrated and working if applicable
  • Automatic update enabled if VIP
  • Reports configured if Essential/VIP
  • Documented saved configurations

Downgrade Decision Checklist

Before Making Downgrade

  • Evaluated that underuse resources >50% of time
  • Confirmed extra features not necessary
  • Understand what will be losing (consult feature table)
  • Calculated when’s next billing date
  • Requested downgrade 5-10 days before billing date

During Downgrade

  • Accessed plan Dashboard
  • Selected correct lower plan
  • Received downgrade confirmation and dates
  • Understand when downgrade applies (next cycle)

After Downgrade

  • Extra features disabled correctly
  • Adjusted workflow to not depend on what was lost
  • Confirmed reduced cost reflected
  • Prepared for possible reactivation if volume increases

Contact Support

Need Help?

If you have questions about plan changes:

Via E-mail (Faster) Contact directly

What to include:

  • Current plan
  • Desired plan
  • When want change to apply
  • Why need change (traffic increased, extra features etc.)

Ready to make plan decision? If our support team can help you customize best option for your specific needs.