🧩 Understanding the Structure
- Plans define the overall product or service offering (e.g., Annual Subscription, Monthly Plan, Add-On).
- Pricing Groups are versions of pricing (e.g., 2025 Pricing, Q4 Promo) tied to a Plan.
- Tiers specify the pricing structure (e.g., Silver, Gold, 0–1000 emails) within each Pricing Group.
✅ Step 1: Create a Plan
Navigate to: Go to Pricing in the sidebar or visit/plans.
1. Click Add Plan in the top-right corner. A dialog will appear.
🧠 Plan Types Explained
There are 4 types of plans you can choose from:-
Fixed Rate
A flat fee billed on a set cadence (e.g., $10/month for Netflix). -
Graduated Rates
Tiered pricing based on usage metrics. Example:- 0–1000 emails
- 1001–2500 emails
⚠️ You’ll select the usage metric in the next step.
-
Levels
Tiered pricing not based on usage (e.g., Bronze/Silver/Gold). -
Metered
Billed per unit of a metric (e.g., $0.20 per contact).
📝 Fill Out Plan Details
- Name: What is this plan called?
- Currency: Default is USD.
- Cadence: Billing frequency (monthly, yearly, etc.).
- (Optional) Accounting ID
💰 Step 2: Add a Pricing Group
- Click Actions in the top-right of your new plan.
- Select Add Pricing.
- Enter a name for this pricing group (e.g., “2026 Pricing”, “Fall Promo”).
🧮 Step 3: Add Tiers to the Pricing Group
- Click Actions next to your pricing group.
- Select Add Level.
- Fill in the tier details:
- Price
- Label (e.g., Gold, Enterprise)
- Usage bounds (for Graduated plans)
- Metric (required for Graduated plans)
Your tiers will now appear in the grid and will be available for customer assignment.
➕ Duplicate or Modify Existing Pricing
- Click Actions next to the pricing group.
- Select Duplicate.
- Fill in:
- A new Pricing Name
- A percentage Increase or Decrease in pricing (useful for annual updates)
🔕 Deactivate a Pricing Group
- Click Actions next to the pricing group.
- Select Deactivate Pricing.
⚠️ This removes the pricing group from availability but preserves historical records.