How to manage your SMS plan

Overview

Your SMS monthly or annual subscription will auto-upgrade your plan if you have a standard/non-custom auto-upgrade protection enabled and attempt a send that requires more SMS credits than you have available in your account. Charges are always pro-rated based on the day of the auto-upgrade.

You can manually adjust your SMS plan anytime to fit your marketing strategy's needs! When you upgrade your SMS plan to a higher tier, any remaining credits in your account will roll over into your new billing period.

The number of credits used per Campaign or Automation SMS depends on the content of the message and the number of Contacts the message is sent to. Review our guide to SMS Content for details!

In this guide

⚠️ Canceled plans permanently release toll-free numbers

After plan cancellation or payment failure, you must warm up a new toll-free number to reactivate your Sendlane SMS plan. This process includes notifying existing Contacts of your new phone number and limiting sending for a period of time.

Please ensure your payment information is current to avoid failed payments, and use the process outlined below to change your SMS plan.

Change your SMS plan

To change your SMS plan:

  1. Click the Account icon
  2. Click Billing 
  3. Click SMS Plans
  4. Select a monthly or annual plan based on credit size and review the Charge Amount below the dropdown to see what your payment will be.
  5. Click Upgrade or Downgrade based on the size of your old plan compared to your new plan to save your new plan!

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Auto-upgrade protection and cost per credit charges

You have two options available for times when you need to send an SMS message and don't have enough credits: automatically upgrading to the next SMS plan level (auto-upgrade protection) or paying cost per credit (CPC) overage charges.

Auto-upgrade protection automatically moves your account to the next highest plan if you attempt to send a Campaign that requires more credits than are available in your account.

Cost per credit coverage charges the payment method on file for your full plan amount when your available credits reach 10% of your plan. For example, if you have 1,000,000 credits and CPC is selected, your payment method will be charged if your credits deplete to 100,000.

To adjust your SMS billing options:

  1. Click the Account icon
  2. Click Billing 
  3. Click SMS Plans
  4. Under the overview of your SMS plan, select Upgrade to next plan or Pay CPC overage

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