How to change your plan in Klaviyo

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
     
6. Click Choose Plan.
7. Review the plan and billing information.
   
8. Click Confirm and Pay.

Downgrade to a free plan

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.
   
4. Click Continue. 
5. Choose Cost and then select a reason. 
6. Click Continue.
7. Click Choose plan to downgrade 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. 

Additional resources

• Understand how Klaviyo billing works 
• Sales tax in Klaviyo
• Update your credit card information