How to turn on auto-upgrade billing

read
Last updated at:

You will learn

Learn how to turn on auto-upgrade billing for your Klaviyo plans as well as how this feature works. 

About auto-upgrade

Auto-upgrade helps you avoid hitting your profile and SMS credit limits so that you continue sending campaign and flow messages.

This feature is especially advantageous during important marketing windows throughout the year where you may send email or SMS at higher volumes. By turning auto-upgrade on, you will be able to communicate with your customers without limitations.

If you ever need to upload a list of contacts, we recommend setting your flows to manual. This is to prevent flows from sending to the wrong people (e.g., welcome series sending to previous subscribers) as well as to avoid accidentally auto-upgrading if this happens. 

Turn on SMS or profile/email auto-upgrades 

There are several ways you can set up auto-upgrade. It doesn't matter which you choose, although the 2 most common options are by going to your Billing Preferences page or on the checkout page when you change plans.

Billing preferences page

You can change your auto-upgrade settings for your email or SMS subscription any time. You can choose to turn on this setting for your email plan, SMS plan, or both.

  1. Click your organization name in the bottom left corner
  2. In the dropdown, click Account & Billing
  3. Click Billing
  4. Select Billing Preferences
  5. Turn on:
    • Email Subscription Auto Upgrade
    • SMS Subscription Auto Upgrade
  6. Click Update Plan Settings
    Billing Preferences landing page with first section at top to toggle on Auto upgrades for SMS or email
Plan checkout page
  1. Navigate to Account & Billing > Billing 
  2. Go to Change Your Plan
  3. Choose your plan or input your desired number of profiles or SMS credits
    Adjusting_your_plan.jpg
  4. Click Choose Plan
  5. On the checkout page, toggle on the option for auto-upgrade
    Checkout_with_a_Klaviyo_plan.jpg
  6. Click Confirm and Pay
In-app notifications

In the top navigation, the bell icon symbolizes important Klaviyo plan and account information. Klaviyo sends you notifications when you have used most or all of your profiles and email or SMS plan for the current month.

sms_notification.jpg

  1. Click the icon to expand the notification
  2. Click upgrade to a larger plan
  3. On the Change Your Plan page, choose the plan that fits your needs
    Adjusting_your_plan.jpg
  4. Click Choose Plan
  5. On the checkout page, toggle on the option for auto-upgrade
    Checkout_with_a_Klaviyo_plan.jpg
  6. Click Confirm and Pay
Email notifications you receive

Klaviyo sends you notifications when you have used most or all of your email plan. In these notifications, you have the option to upgrade your plan tier and enroll in auto-upgrades.

Below is an example of an email notification that you may receive from us.

Example email notification alerting you that you are close or over on your email plan limits

  1. Click Upgrade my plan to go to your account’s Overview page
  2. Once on the Overview page, review your current plan and usage to date
  3. Go to Billing > Billing Preferences 
  4. Toggle on auto-upgrade
  5. Click Update Plan Settings
    Billing Preferences landing page with first section at top to toggle on Auto upgrades for SMS or email
Email campaign review page (email plans only)

If you are inside the Campaigns tab and you are getting ready to send an email, but are either close to or have hit your monthly profile limit, you will be prompted to upgrade. If you have already hit your profile limit, you will not be able to send until you upgrade. Below is an example of when you have already hit your limit.

Screen_Shot_2021-08-31_at_11.29.42_AM.jpg

  1. Check the Email Subscription Auto-Upgrade box
  2. Click Upgrade

Additional resources

x
Was this article helpful?
50 out of 88 found this helpful