Manage Billing

  • Purchasing is handled by Salesforce checkout.

  • Checkout only support monthly billing paid by card.

  • In app you can change billing details, view and resend invoices.

Billing video overview

Below is a video overview covering how billing works. You can skip to specific sections by hovering on the timeline or clicking on the chapter list on the play bar. Beneath the video are steps if you prefer those instead.

Purchasing

The steps below show how to manage billing. If you are looking for pricing information please Click here.
  1. Click on the Campaign Monitor admin app.

    If you don't see the Campaign Monitor admin app then you need to ask your Salesforce administrator to provide you with our full permission set or complete the purchase process for you.

  2. Click on the Billing option, on this screen you will see your plans fee, please note this down.

  3. Click Upgrade now and acknowledge the message you will be taken to Salesforce AppExchange and our premium listing.

  4. If you are already logged in a Buy now button will appear on the page. If not please click Login on the top right hand corner, enter your Salesforce login details. Once logged in repeat step 3.

  5. Once you click Buy now you will be taken through Salesforce checkout purchase process. Towards the end you will be asked to select a plan (this is what you noted down as part of step 2). Please note plans will be updated automatically should you increase or decrease active subscribers in future months.

Purchasing is handled by Salesforce checkout. Beaufort 12 has no control over the purchase process.

Change card details

You can change your card details within our Salesforce application by using the steps below.

  1. Click on the Campaign Monitor admin app.

  2. Click on the Billing option.

  3. Click the Edit payment details button.

Change contact details

The billing contact is the person who will receive our invoices by email on a monthly basis.  This can be changed within our Salesforce application by using the steps below.

  1. Click on the Campaign Monitor admin app.

  2. Click on the Billing option.

  3. Click the Edit billing contact details button.

Resending invoices

To resend an invoice simply follow the steps below.  Once sent the invoice generally arrives by email within 5 minutes.

  1. Click on the Campaign Monitor admin app.

  2. Click on the Billing option.

  3. You can click Resend next to any invoice.

Cancellation

You can cancel at anytime you will just be charged for the month you are in.  The only way to cancel is to Contact us. Uninstalling the application, leaving Campaign Monitor or Salesforce will not cancel your subscription and you will still be liable for any charges incurred.

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