Guide 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 an 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:

Pro plan: 5,000 clicks/month
Scale 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 all plans)

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:

Upgrade to plan that includes desired features
See table in Feature Comparison

3. Launches Growing Quickly

Growth signs:

Traffic volume:

Expect 5,000+ leads this month but on Pro plan (5,000 clicks)
Expect 5,000+ leads but need complete automation (Scale plan)

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 Scale plan - no manual effort
Real-time monitoring
Less stress and uncertainty

Immediate action:

Manual management consuming too much time? Consider upgrade to Scale

Signs You Can Downgrade

Signs of Excess Capacity

1. Resource Underutilization

When it’s excess:

Clicks:

Pro (5,000 clicks) using only 2,000 clicks/month
Scale 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:

Confirm you need upgrade

Check how many clicks you’ve already used in current month
Confirm what you need (specific features)

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)

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

Access your plan Dashboard

Go to Settings > Plans
Or click “Current plan” on main page

Select superior plan

See list of available plans
Click “Update” (or similar button) to desired plan

Process payment

You will be redirected to Stripe Checkout to enter your payment details
After payment, system processes immediately

Features instantly available

You will see new plan and features enabled
No need to logout and login
Continue using as if nothing changed

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:

Configure new features

If added trackers, integrate in your Facebook/Google Dashboard
Enable automatic update (if Scale) in main redirectors
Configure contingency page for when slots fill

Monitor first days

Track if new traffic being distributed
Check if trackers capturing data correctly
Test to confirm everything works

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 Scale 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 Scale 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 Scale 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

Check which features You’re losing

See feature comparison table
Understand what you need to adapt (ex: configure manual counting if losing automatic update)

Access your plan Dashboard

Go to Settings > Plans

Select lower plan

Click “Downgrade” (or similar button) to desired plan

Confirmation

Confirm dates and plans
Click to confirm downgrade

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:

Extra features disabled

You will no longer see tracker, report options etc. in interface
Saved settings may remain, but functionality not working

Reduced capabilities

If downgrade from Scale to Pro: click limit becomes 5,000 (unlimited before)
If downgrade from Pro to another plan: extra features disabled

Reduced cost

Your next charge reflects lower plan value

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:

Subscribe to superior plan for 1-2 months

Test trackers, reports, automation
Use data to calculate ROI

Evaluation after test period

Features worth extra cost?
ROI improved?

Final decision

If beneficial: continue
If not: downgrade next cycle

Scheduled Downgrade

If you know you will reduce usage:

Identify reduction moment

Ex: end of launch season (October-December)
Ex: end of major paid traffic project

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:

Simple reactivation

Access plan Dashboard
Select previous plan
Pay again

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:

Pro plan: R$67/month (no prorated)
Pro 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 Scale 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 you’ve 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 Scale
Reports configured if Pro/Scale
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 Email (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.