Account, plan, and agency billing questions
Find out what your subscription covers, how client billing works, and what happens when you change plans.
Updated
View as MarkdownCurrent RightMessage subscriptions are billed per project, and every project starts with its own 14-day trial. If you have a legacy subscription or an agency-managed client account, your billing arrangement can be different. Check the selected project's billing page before changing plans.
Does one subscription include all my client projects?
No, not under current per-project billing. Each unrelated client business needs its own project and subscription. Visitors, contacts, forms, flows, and team members don't change the current per-project price.
Legacy account-wide subscriptions have different limits. An old bundled-project agreement doesn't apply to a new project subscription, and older accounts don't all have to move to per-project billing. Check the billing summary for the account you're using.
Can my client pay while my agency manages the setup?
Yes. With an agency-enabled account, you can send a managed signup link. Your client completes signup and billing. You can then open their project through Agency Clients.
An existing project owner can also invite collaborators. That doesn't transfer ownership or make your agency responsible for the subscription. Agree with your client on who handles implementation and maintenance.
Why does my account show an old package name?
Your account may still use a legacy package, such as CTA Only or CTA + Personalize. Its actual prices, visitor thresholds, and included features come from your subscription. Eligible accounts can choose View new plans to compare current tiers.
Some legacy price patterns include more features than today's plan with a similar name. Check the controls available in your project and ask support to confirm your account's terms before changing an older subscription.
Does Scale include split testing?
No. Current plans include split testing on Pro. Scale includes website personalization and conversion goals, but targeting personalized content isn't the same as running a controlled split test. Legacy accounts can include different features.
How do I compare current plans?
Open Change Plan from billing to compare Grow, Scale, and Pro.
- Choose Monthly or Annual.
- Choose Show full feature comparison to expand the table. Hide full feature comparison collapses it.
- Review the actual amount and annual total before confirming.
See current pricing for public prices and plan management for the steps. An assigned offer can restrict your choices.
What happens if I choose a lower plan?
The final confirmation says the downgrade takes effect immediately and billing is prorated. Review which features your project will lose before proceeding.
- Choose Switch to the lower tier.
- Read the lost-feature list in Before you go.... Accept Offer - Contact Support opens an email requesting the displayed retention offer. It doesn't apply a discount.
- To downgrade instead, choose Continue with downgrade.
- In Quick question, you can choose Too expensive, Not using the features, Switching to another tool, Just need a break, or Other. Answering is optional.
- Choose Continue to open Confirm plan change, or Back to return to the offer.
- Choose Switch to the named tier to proceed, or Cancel to keep your existing plan.
Canceling a subscription is a separate billing action.
Why am I blocked by an upgrade screen?
The screen distinguishes an expired trial, an ended subscription, and a payment that needs attention. Only the project owner or billing manager can resolve billing. If you're another collaborator, ask the owner or switch to a project you can access.
For a failed payment, use the existing invoice recovery steps rather than creating another subscription to dismiss the screen. See payment troubleshooting.