Managing your subscriptions
After the trial period, you can choose the Standard or Premium plan according to your marketing requirements. This help guide provides details about the plans available, 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 100,000 leads 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).
- Premium plan: This plan is suitable for large businesses with 100,000+ leads per month. You'll get all the features of the Standard plan and features like automation emails, website activity with pop-ups, marketing planner with ROI, lead journey builder, lead attribution with ROI, and in-product behavior.
How do I upgrade my edition?
There are two ways to upgrade:
1. Log in to Zoho MarketingHub
2. Click the Settings icon on the Navigation toolbar.
3. Select Subscription under General. You will see your current plan.
4. Click Upgrade button in the top-right corner. You will be taken to the payments page, where you can easily view and manage all the products you have purchased from Zoho.
5. Select the plan you prefer: Standard or Premium.
6. Choose your plan from the list, then click Upgrade.
7. Check the plan's price, review your order, and make the payment. A summary of your plan and payment will be displayed.
Alternatively:
1. Log in to your Zoho MarketingHub account.
Add Ons
1. Litmus credits - To check your email previews
Zoho MarketingHub incorporates Litmus, an email preview testing tool, to help make your emails better. You can test how your email content looks in various email clients and devices by running a Litmus test, which will help you see how well your content renders across different platforms so you can optimize your content to be responsive in the platforms used most commonly by your leads.
Getting started with Litmus
Litmus credits can only be purchased on a subscription plan. Purchased credits don't expire and you can use them at any time. One credit costs $1 and you can perform five tests per credit.
How do I purchase Litmus credits?
1. Login to Zoho MarketingHub
3. Navigate to the Plan Details section.
4. Enter the number of credits you want to purchase in Litmus Email Preview Credits section.
5. Click Save.
2. Visitors
You can buy the Visitors add-on when you're pitching a big marketing strategy or event and you expect more visitors than your usual traffic . You can also use this add-on when the number of visitors has reached the limit in your subscription plan.
What can you do when you require additional visitors in your current subscription plan?
A Visitors add-on would be perfect for this requirement. You can get the required number of visitors through this add-on within your current subscription plan.To get a visitors add-on,
1. Click Subscription 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.
2. Navigate to the Visitors add-on section under Zoho MarketingHub.
3. Navigate to the Plan Details section.
5. Click Save.
3. Bulk emails
What can you do if you need to send some additional bulk emails in your current subscription plan?
1. Click Upgrade 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.
2. Navigate to the Plan Details section.
3. Click Buy and enter the number of emails you want to purchase.
4. Click Save.
How do I cancel my subscription?
3. Click Upgrade button in the top-right corner. You will be redirected to Zoho's payments page, where you can see your current plan.
4. Hover over your current plan and click the Change plan.
All automated and scheduled activities will be suspended and all features will be disabled until you upgrade to a subscription plan.
How do I switch from an Standard plan to Enterprise plan?
3. Click Upgrade button in the top-right corner. You will be redirected to Zoho's payments page.
5. Select the option to switch to a Premium plan and choose your plan.
6. Click Change.
How do I switch from an Premium plan to Standard plan?
1. Click the Settings icon in the Navigation toolbar.
2. Select Subscription under General.
3. Click Upgrade button in the top-right corner. You will be redirected to Zoho's payments page.
6. Click Change.
How do I switch to a different Standard plan?
3. Click Upgrade button in the top-right corner. You will be redirected to Zoho's payments page.
4. From here, you can see your current plan.
5. Choose a plan from the list and click Change.
How do I switch to a different Premium plan?
3. Click Upgrade button in the top-right corner. You will be redirected to Zoho's payments page, where you can see your current plan.
4. Hover over your current plan and click the Change plan.
5. Choose a plan from the list and click Change.
How do I switch from a monthly subscription plan to a yearly subscription plan?
3. Click Upgrade button in the top-right corner. You will be redirected to Zoho's payments page, where you can see your current plan.
4. Choose Switch to Yearly option from the Payment Frequency toggle switch. A prorated amount will be displayed based on your current plan.
5. Complete the payment process to activate your yearly subscription.
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:
3. Click Credit Card Details in the Payment Method section of Recurring Details.
4. Edit your card details and click Update.
Use case
What happens if I've missed to make the payment on time?
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