Billing

5 minute read
  • Billing is handled by Salesforce checkout.

  • Checkout only support monthly billing paid by card.

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

Fees

Our fees are separate to both Campaign Monitor and Salesforce. Like Campaign Monitor we use a tiered pricing scheme. So for example if you have between 10,000 and 15,000 active subscribers, your fee for our integration will be US$40 per month. To calculate your monthly fee, you can use our calculator.

Should your active subscriber count change we will automatically move you to the appropiate tier. This will be shown on your next invoice receipt.

Purchasing

Salesforce controls billing  but we make it easy to start the process simply go to our billing tab in Salesforce and click on the subscribe now button. This will provide some onscreen information before taking you to Salesforce AppExchange to buy now.
Once purchased you will receive an invoice receipt generally within one hour. Going forward you will be automatically charged according to you billing tier every month. Again we will send an email invoice receipt confirming this.

Updating Card Details

To update your card detail you need to be the named billing contact. If you are not the billing contact and would like to update these details please contact us.

1. Please click this direct link to go to Stripe.
2. Enter the billing contact email address we have on file.
3. Once entered you will receive a code via email.
4. Click Add Payment Method.
5. Add the new card details and ensure Use as default payment method is checked.
6. Click Add.

Updating Billing Contact Details

You can update both the name and email address of the billing contact we have on file. To do this please follow the steps below:

1. Click here to go to our in-app billing screen.

2. Click on the Edit Billing Contact button.

3. A modal will appear allowing you to update your details.

If you need to change other details for example your company name or address please contact us so we can update for you.

Invoices

Every month we will charge the card on file and send email confirmation to the billing contact. If these need to be changed please refer to the section just above.

We also show a table of invoices already produced which can be resent by email or you can get an on-screen copy to print or pdf.

If you can't access the billing page please ask your Salesforce administrator to provdide you with our full access permission set.

Changing Plan

The billing screen (shown above) allows you to change plan. So if you'd like to upgrade to our Enterprise plan simply:

1. Go to our billing page.
2. Click the Change Plan button.
3. Once clicked you will see a pop-up this will show the pricing change,
4. Select the Enterprise tile and then Change Plan.
The change will instantly update your Salesforce org and give immediate access to the Enterprise features. The change in price will be applied when you are next billed.

You can only upgrade if you have already purchased our premium plan. If you are trying our product and would like to buy our enterprise plan first purchase the same premium plan.  Once the license is active follow the steps above to upgrade.

Repurchasing

If your license has expired, our application will be suspended and hidden from view. To repurchase you just need to update your card payment details.

1. You need to either be the billing contact on file or have access to their email account.
2. Please click this direct link to go to Stripe.
3. Enter the billing contact email address we have on file.

If you need to change the billing contact on file please contact us.

4. Once entered you will receive a code via email.
5. Click Add Payment Method.
4. Add the new card details and ensure Use as default payment method is checked.
5. Click Add.

Once the card is updated we will detect the change and restart the subscription on file. This process can take a few minutes to complete. When completed the susbcription will be in place, the card on file will be charged and the license will become active again.

Troubleshooting

As mentioned above Salesforce controls the purchasing process we have very little control. These checks can help if the repurchase steps above do not work.

1. You should be the billing contact we have on file, if not contact us and we can update our records.

2. You can also try an manual approach via Salesforce AppExchange account. But before trying this ensure you are a Salesforce system administrator and have our full permission set. Then click the dropdown next to our Premium Campaign Monitor for Salesforce app you can see the buy now option.

Next Steps

Below are two articles that are recommended reading and the best next steps.

FAQs

How can I restart my subscription?

How do I update billing contact details?

How do I resend or view an invoice?

How do I update card details?

How do I change plan?

How do I purchase?

How do I move to a new Salesforce Org?

How do I manage billing?

How much does the integration cost?

How do I cancel?

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