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Plan Types & Selection

Changing Your Plan

Downgrade to Starter

Payment Setup

  • Other Articles
  • Account Settings
    • Company Settings
    • Plans & Payments
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Help Center » Account Settings » Plans & Payments

Plans & Payments

Find the plan features and payment terms that are right for your business.

There are three plans available – Starter, Small Business & Premium. The Starter plan has limited functionality and allows for one user. The two paid plans, Small Business & Premium, both have all of the features available, but Small Business is limited to 3 users, while Premium is unlimited.

Plan Types & Selection

PromoPrep offers two types of plans, Premium and Starter. The following chart illustrates options available within each:

What’s Included Premium Plan Premium Plan Starter Plan
Users up to 3 users Unlimited 1 user
Help Desk Support Email & Chat Email & Chat Chat Only
Platform Training Calls Yes Yes No
Custom Fields Yes Yes All
Compare Year Over Year Yes Yes Yes
Calendar & List View Yes Yes Yes
User Level Permissions Yes Yes Yes
Email & In-Platform Alerts Yes Yes Yes
Date & Day of Week Formatting Yes Yes Yes
In-Platform Search Yes Yes Yes
Filter Groups Unlimited Unlimited Up to Two
Customizable Filter Names Yes Yes No
Importing Promos Yes Yes No
Downloading Promos Yes Yes No
PromoBuzz Team Messaging Yes Yes No
Key Holidays Calendar Overlay Yes Yes No
File Attachments in Promos Yes Yes No
Printable Calendar Yes Yes No
Performance Report Yes Yes No
Daily Performance Calendar Overlay Yes Yes No
Google Analytics Performance Integration Yes Yes No
Shopify Performance Integration Yes Yes No
Manual Performance Data Upload Yes Yes No

 

Changing Your Plan

Starter plans can be upgraded to Small Business or Premium and will automatically be opted into the 30 day free trial with no credit card required. If you wish to upgrade from Starter, an admin user can log into the account and click on “Start Free Premium Trial” from the top right navigation.

 

Once the 30 day trial is complete, or at any time during the trial period, you may choose to extend access to the Premium plan. To do so, click extend access or navigate to the billing tab under “Account Setup”.

marketing_calendar_trial

From the Billing tab you will be able to complete your company’s payment information and preferred payment cadence. More on payment is outlined in the subsequent sections.

 

Downgrade to Starter

If you would like to from a Premium to Starter plan, please inquire with our support team.

 Tip

Looking for a solution for multiple brands or parent-child accounts? We offer enterprise plans and custom development support for holding companies, advertising agencies, and other businesses with more complex marketing calendar requirements. Contact us or message our support staff in the chat window in the bottom right of the screen to get more information.

 

Payment Setup

Additional information is required to set up payment for paid plans, immediately following or at any time during the 30 trial period.

To upgrade account access beyond the free trial period, click the “Extend Access Now” link visible at the top right of your screen or visit the “Billing” tab under Account Set-up.

Add the credit card information under Payment Details, and corresponding card holder information under Billing Info.

Next, select a plan with the preferred frequency of either pre-pay annual or pre-pay month billing. If you have discount, such as a refer-a-friend offer, add your promo code at this stage. Your plan billing amount and any applicable taxes will display in this window.

Click submit once confirming all information appears correctly on the page.

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