Billing a Single User

Billing a single user for marketing is a feature that comes with the Local Store Marketing add-on. It allows users (e.g. Franchise users) to run their own campaigns and manage their own spend on text message campaigns.

Franchisee users with marketing permissions can securly subscribe and manage their payment information enabling text message campaigns in their account.

Things to Know

• All payment information is hosted by a 3rd-party application, Chargebee, which allows for a secure way to manage your payment and plan information.

• User-level billing is only available to Enterprise accounts with the local store marketing add-on enabled. Billing rules only apply to two roles: Franchisee - Insights & Marketing, and Franchisee - Insights, Marketing & Support. Other roles either do not have marketing permissions or are not restricted by user-level billing rules.

• At minimum, a Franchise user must have an active subscription to a “Single-User Marketing” plan for the current calendar month to schedule any campaigns. You can subscribe at anytime in the month, there is no prorated rate; this is a volume based plan. Any overages will be charged to your card on file. Subscription renewals are processed on the first of every month at 00:00 AM PST.

• To cancel or downgrade your subscription email billing@spendgo.com before you next monthly renewal, your services will continue to be available until the end of the month and you may be charged overages to your card on file if you exceed your plan’s messaging allocation.

Plan Status

You must be a Franchisee - Insights & Marketing or Franchisee - Insights, Marketing & Support in a Enterprise account with local store marketing add-on enbaled to see the billing settings.

When your payment is good to go, you will see a notification that states “Status: Everything is running smoothly!”. It May take up to 30 minute for your first payment to process and for you account to be enabled.

When your payment needs attention, you will see a red notification that states: “Needs attention: Please check your billing information.”

Subscribing to a Plan

To start sending text messages, you need to first subscribe to a plan. If you have already subscribed and want to manage your payment and plan information, skip to the Manage Payment section below.

1. Navigate to your Dashboard Settings / Profile

2. Click the Manage Payment button

3. You will see the standard “Single-User Marketing” plan on-screen. Proceed to checkout.

4. Your email will be auto-filled. Click Next.

5. Enter your first and last name and click Next.

6. Enter your billing information and click Next.

7. Enter your credit card information and click Next.

8. Review your information and click Pay & Subscribe.

Manage Payment

You already have a plan and you want to:

• Add a message bundle to your plan

• Update your billing information

• Add a new payment

• Update existing payment

• View billing history

• Reactivate subscription

Add a Message Bundle

Increase your monthly volume by adding on a message bundle to your plan. Changes are applied to the next calendar month.

1. Navigate to your Dashboard Settings / Profile.

2. Click the Manage Payment button.

3. Your email will be auto-filled. Click Next.

4. A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.

5. Click on your current plan.

6. Click Edit Subscription.

7. Click Add Addons.

8. Select your Addons and Add.

9. Click Update Subscription to apply the updates to the next calendar month.

Add Your Payment Information

Add a new credit card.

1. Navigate to your Dashboard Settings / Profile.

2. Click the Manage Payment button.

3. Your email will be auto-filled. Click Next.

4. A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.

5. Click Payment Methods.

6. Select Add New to add a new payment.

7. Enter in your payment details and click Add.

Update Your Payment Information

Update an existing credit card on file.

1. Navigate to your Dashboard Settings / Profile.

2. Click the Manage Payment button.

3. Your email will be auto-filled. Click Next.

4. A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.

5. Click Payment Methods.

6. Select the payment method to edit and click Edit Payment.

7. Enter in your payment details and click Update.

Update Your Billing Information

Update the billing information we have on file.

1. Navigate to your Dashboard Settings / Profile.

2. Click the Manage Payment button.

3. Your email will be auto-filled. Click Next.

4. A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.

5. Click Billing & Shipping Addresses.

6. Click on your Billing or Shipping information.

7. Enter in your new details and Update.

Reactivate Subscription

Reactivate your subscription at anytime.

1. Navigate to your Dashboard Settings / Profile.

2. Click the Manage Payment button.

3. Your email will be auto-filled. Click Next.

4. A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.

5. Click on your current cancelled plan.

6. Click Reactivate Subscription.

7. Click Confirm.