Editing Upgrade your ActiveCampaign account (section)

= Upgrade your ActiveCampaign account =

== Introduction ==
Upgrading your ActiveCampaign account allows you to access enhanced features and capabilities tailored to better suit your business needs. Whether you are looking to expand your contact limit, purchase additional user seats, or increase your monthly email sends, understanding the upgrade process is crucial for optimizing your email marketing strategy. This feature is especially important for businesses experiencing growth or changing requirements that outgrow their current plan.

== How to Access This Feature ==
To initiate an upgrade, you must be a Primary Account Admin or a user with billing permissions. You can begin the upgrade process by navigating to your account profile.

== Step-by-Step Instructions ==
=== Upgrade Your Plan ===
1. Log into your ActiveCampaign account.
2. Click your profile icon located in the upper right corner.
3. Select '''Billing & Upgrade''' from the dropdown menu.
4. Locate the desired plan tier and click the '''Upgrade''' button.
5. A modal window will appear; confirm your choice by clicking the '''Upgrade''' button again.

=== Upgrade Contact Limit, User Seats, Monthly Email Sends, and SMS Credits ===
1. Access your ActiveCampaign account.
2. Click your profile icon and go to '''Billing & Upgrade'''.
3. Click the '''Edit''' button for any of the following options: '''contacts''', '''user seats''', '''monthly email sends''', or '''SMS credits''' (if applicable).
4. A modal will open where you can make your adjustments.
5. Confirm the changes, then click your name in the bottom left corner of the screen.
6. Select '''Billing & Upgrade''' again to finalize your adjustments.

=== Turn on Auto-Upgrade ===
1. Log into your ActiveCampaign account.
2. Click your profile icon and navigate to '''Billing & Upgrade'''.
3. Under '''Automatic Upgrades''', click the '''Edit''' link next to '''Contact limit'''.
4. A modal will appear; toggle the button to confirm the terms for auto-upgrade.
5. Click the '''Confirm''' button to finalize your choices.

=== Purchase Add-Ons ===
Depending on your existing plan, you have the option to purchase add-ons such as SMS, Pipelines & Sales Engagement, Transactional Email, and Custom Reporting. Here’s how:
1. In your ActiveCampaign account, click your profile icon and go to '''Billing & Upgrade'''.
2. Scroll to the section '''Add more functionality with add-ons''' at the bottom of the page.
3. Click the '''Add to plan''' button for the add-on you wish to purchase.
4. A '''Review Purchase''' modal will display the changes to your billing.
5. Click the '''Confirm purchase''' to complete the transaction.

== Configuration Options and Settings ==
When upgrading your ActiveCampaign account, there are several configuration options to consider:
* '''Contacts''': You can increase the number of contacts you can manage within your account.
* '''User Seats''': Additional user seats can be added, allowing more team members to access the account.
* '''Monthly Email Sends''': You can increase the volume of emails you can send each month.
* '''SMS Credits''': If you have the '''SMS add-on''', upgrading includes the ability to purchase more SMS credits.

== Best Practices and Tips ==
- Before upgrading, assess your current usage and project future needs to determine the most suitable plan tier.
- Regularly review your billing settings to ensure you are not paying for features you do not utilize.
- Consider enabling '''Auto-Upgrade''' if your contact growth is predictable and consistent to avoid service disruptions.
- Familiarize yourself with available add-ons that can enhance your email marketing efforts.

== Troubleshooting ==
If you experience issues during the upgrade process, consider the following solutions:
- Ensure you have sufficient permissions (being a Primary Account Admin or having billing permissions).
- Check internet connectivity as a slow or unstable connection may hinder the process.
- If the '''Upgrade''' button does not function, clear your browser cache and cookies or try a different browser.
- For persistent issues, contact ActiveCampaign support for assistance.

== Related Features ==
For additional billing-related inquiries, consider exploring:
* [[Billing]]: General information about billing processes and payment methods.
* [[Account]]: Manage account settings and features.

== FAQ ==
=== 1. What plans can I upgrade to? ===
You can upgrade to the Starter, Plus, Pro, or Enterprise plans based on your needs.

=== 2. What should I do if I need to downgrade my plan? ===
Refer to the "How downgrades work" help article for guidance on downgrading.

=== 3. Can I upgrade my plan at any time? ===
Yes, you can upgrade your plan at any time during your billing cycle.

=== 4. How do I know if I need more user seats? ===
Evaluate your team's needs and active users; additional seats can be purchased as your team grows.

=== 5. Are add-ons available for all plans? ===
Yes, add-ons can be purchased based on the specific requirements of your plan.

=== 6. What happens if I exceed my monthly email sends? ===
You may incur extra charges if you go over your allocated monthly email sends, so it's advisable to upgrade before reaching your limit.

=== 7. Can I cancel my upgrade? ===
You may cancel or adjust your upgrade options directly in your account settings, but terms may vary based on current billing cycles.

[[Category:Billing]]
[[Category:Account]]
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