How to change your plan in Klaviyo

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You will learn

Learn how to upgrade or downgrade your Klaviyo billing plan. 

This article does not discuss canceling. If you wish to cancel your plan, please read How to cancel your Klaviyo account

Before you begin

Before you change your plan, note that downgrading does not take effect immediately. The payment downgrade, and decreased plan limits will go into effect as of your next billing cycle. 

Changing your plan

  1. Click your organization’s name in the bottom left corner.
  2. Click Account & billing.
  3. Click either Change Plan or Create your plan.
  4. Review your current plan’s usage.
  5. Either:
    • Input the number of profiles or SMS credits you need
      Or
    • Pick one of the suggested plans
      Page where you can change your email and profile or SMS plan
  6. Click Choose Plan.
  7. Review the plan and billing information.
    Checkout page when changing your Klaviyo plan
  8. Click Confirm and Pay.

Downgrade to a free plan

Note that by default, when you choose to downgrade to a free plan:

  • It will downgrade all your plans to free.
    You need to manually upgrade one of the plans if you want to continue to pay for one but not the other. 
  • Downgrades will take effect immediately.
  • No refunds will be issued.   

To downgrade to a free plan,

  1. Navigate to Account & billing.
  2. At the top of the page, click Cancel Plan.
  3. Select any plan.
    Paid plans for an account, where emails and profiles is selected
  4. Click Continue
  5. Choose Cost and then select a reason. 
  6. Click Continue.
  7. Click Choose plan to downgrade to a free plan. 
    Option for downgrading to a free plan
  8. Click Confirm to downgrade.
    • Note that this will downgrade all plans to the free version. 

Outcome

If you upgraded, this change will take effect immediately so that you can continue sending. If you want this process to be automatic, you can enable auto-upgrade

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