You can move to a different plan at any time, and your new plan starts straight away.
Converly has 2 kinds of plan. Single site plans (Standard and Premium) cover one website. Multiple sites plans (5 Sites, 10 Sites and 20 Sites) are for agencies and anyone else who tracks several websites, with one login and one bill for all of them.
To change your plan, follow the instructions below:
Step 1: Open the Billing tab
The first step is to open the Billing tab. Where you find it depends on your plan:
- On Standard or Premium. Click Settings in the left sidebar, then open the Billing tab.
- On a Multiple sites plan. Go to the Sites page, click Account Settings in the left sidebar, then open the Billing tab. If you're inside a client site, click the site's name at the top of the sidebar first to get back to Sites.
The Plan section shows your current plan, its price and its limits. On a Multiple sites plan it also shows how many of your sites you're using.
Step 2: Choose a new plan
The next step is to pick your new plan. Click Change Plan and a window opens with a toggle at the top, with Single site on one side and Multiple sites on the other. It opens on the kind of plan you have now, so simply click the other side to see the other plans.
Your current plan is marked Current plan and can't be selected. Click the plan you want to move to. The button at the bottom changes to match your choice, for example Upgrade to Premium or Switch to Standard. Click it to review the change.
Step 3: Review and confirm
The final step is to check the change before it happens. The review shows your new plan and its monthly price, plus a What happens list that explains exactly what changes on your account.
If you're happy with it, click the button at the bottom again (for example Switch to Standard) to confirm. If not, click Back and pick a different plan. Your new plan starts as soon as you confirm.
That's it! You're on your new plan.
How you're charged
When you pay for the change depends on the move you're making:
- Upgrading from Standard to Premium. Nothing is charged when you make the change. The difference for the rest of your billing period is added to your next invoice.
- Upgrading to a Multiple sites plan, or to a bigger one. You're charged the difference for the rest of your billing period straight away, then the new monthly price from your next renewal date. The window doesn't show the exact amount. Your receipt will show it, and so will the new invoice in the Invoices section of the Billing tab.
- Moving to any smaller plan. Nothing is charged. The unused time on your old plan comes off your next invoice.
- During your free trial. Your new plan starts straight away, and you won't be charged until your trial ends. The review shows the date and amount of your first charge.
When you're charged straight away, your bank may ask you to confirm the payment. Converly shows Verifying with your bank while it waits, so keep the window open until it finishes. If the payment doesn't go through, your plan stays exactly as it was.
Moving to a Multiple sites plan
If you're on Standard or Premium and pick a Multiple sites plan, here's what happens:
- Your website becomes your first site. It's named after your company, and you can rename it later.
- Nothing on your website changes. Its flows, connections and tracking code stay exactly as they are.
- You get a Sites page. This is where you add more sites, up to the number your plan covers. See Add a site.
- Settings splits in two. Account Settings covers your login, billing and other account options. Site Settings covers each website. Account Settings and Site Settings explains what lives where.
Once you confirm, Converly takes you to your new Sites page.
Moving to a smaller plan
You can only move to a plan that covers all the sites you have. If you have more sites than the new plan covers, the window tells you how many to remove (for example Remove 2 sites to move to Premium) and the button stays greyed out. Click Go to Sites to choose which ones to remove.
To move from a Multiple sites plan back to Standard or Premium, you need exactly 1 site left. That site becomes your account's website, the Sites page goes away, and Converly takes you to Settings and the Billing tab. If you want to track more websites later, simply move back to a Multiple sites plan.
Removing a site is permanent
Removing a site deletes its flows and connections, and it can't be undone. Read Remove a site before you remove one to fit a smaller plan.
Need more websites or conversions?
Click Talk to us about Enterprise at the bottom of the same window. On the Single site side it sits under Need more conversions?, and on the Multiple sites side under Need more than 20 sites?. Fill in a few details about your websites and conversions, and send it. We'll reply by email to work out a plan that fits.
Troubleshooting
Cancelling? Reactivate first
If your subscription is already scheduled to cancel, the Change Plan button is hidden. Reactivate your subscription first, then change the plan.
If the change doesn't go through, the window tells you why:
- Your payment didn't go through. Your plan hasn't changed, and nothing else has either. Click Update Card, check your card details, then try the upgrade again. You can read more about updating your card here.
- Update your card first. Your last payment failed, so Converly can't charge for an upgrade yet. Update your card in the Billing tab first, then change your plan.
- Still confirming with your bank. Your bank hasn't finished checking the payment. You can close the window, and your plan switches as soon as the bank confirms.
- Your plan is billed yearly. Yearly plans can't be changed here. Email help@converly.io to change it.
On a free trial with no card added yet, you won't see Change Plan at all. Click Pick Plan & Add Card in the Billing tab instead.