Setup your Pricing Plans (Latest Version)
Last updated
Last updated
If you've partnered with BotPenguin and need help with -
Creating new plans for your customers
Managing your customers' plans
Editing existing plans
Understanding complex terms
You're in the right place. This guide will walk you through each step.
Understanding Key terms
| Features | Use Cases |
|---|---|
Status | a. Active: Plan Visible to customers b. Inactive: Plan Hidden from customers |
Archive | Similar to the Delete feature |
Add-on | Add extra features to your current plan |
Integration | Connect your bot with listed Apps/CRMs |
Configuration | Set up invoice details and configure the customer pricing page |
Payment Grace Period | Extra days given to customers to continue services after their plan expires |
Recommended Plan | Promote the plan you want customers to choose |
Feature Restrictions | Set limits for the number of messages for chatbots |
Getting Started
Log in using your domain to access your dashboard.
Recent Sign Ups/ Customers: Access customer information in the Recent Sign Ups section or by clicking “customers” in the left sidebar.
Plans: You can create new plans and edit your existing plans by clicking on "Plans" in the left sidebar.
Let's start Creating a new Personalized Plan.
Upon clicking on “Plans” in the left sidebar, you will see the Subscription Management screen. Here, you can manage your Plans, Add-ons, Invoices, and Configurations.
Plan: You can view all your existing plans in the "Plan" section, where you can edit or create new plans.
Add-on: Add-on feature helps you to enhance your customer’s experience by increasing the number of messages or expanding the number of conversations in your plans.
Invoices: You can find all your customer’s invoices under “Invoices” section.
Configuration:
Here are a few quick steps for you to complete your configuration.
<aside> 💡 Configuration is a one-time step, but it is mandatory for creating plans.
</aside>
Step 1: Click on the “Configuration” panel to add your Invoice Details, add your taxes, manage payment reminders and customer pricing page configurations.
Complete the invoice details.
At the bottom, you can add your company’s logo.
Step 2: Click on “Taxes” and add Taxes. Then click on “Currency & Payment Reminders” and complete it.
Payment Grace Period: After the customer’s plan expires we give some days time to the customer to continue services and pay for the renewed plan.
Step 3: Click on “Customer pricing page configuration” and fill it in according to your need.
Recommended Plan: You can promote the plan you want customers to buy more.
Click on “Update” and this completes your Configuration step.
Now click on the “Plan” panel and then click on the “Create New Plan” button to start creating your new plan.
Step 1: Click on “Plan Basics” and fill in the following details:-
Step 2: Click on "Features" to choose the platforms and features for your plan. Likewise, click on "Integrations" to select the integrations for this plan.
Step 3: Click on "Feature Restrictions" and set limits for the number of messages for Website & WhatsApp, platform bots, contacts, and integrations so that customers will be compelled to buy higher plans.
<aside> 💡 Hover on ℹ️ to know more about each field
</aside>
Step 4**:** Click on "Review Plan" to check the details of your plan.
Make sure to click on "Create Plan" to create your plan.
Step 5: Your plan "Test" has been created. You can now perform the following actions with this plan:-
Make this plan default. When you set a plan as default, your customers will receive this plan initially when they create their chatbot.
<aside> 💡 The default plan must have zero price
</aside>
Set status to active.
Click on the “three-dot icon” to duplicate or archive this plan.
Step 6: To modify your current plan, simply click on the icon indicated below.
<aside> 💡 Existing plans can only be edited until their status is not active
</aside>
Now we can move ahead on how to manage customer’s plans:
Step 1: Click on “Customers” in the left sidebar, and then select the customer for plan management.
Step 2: Click on "Subscription" in the left sidebar, then click on the "Current Plan" panel to view the customer's current plan.
Step 3: Go to the "Plan" panel to view plan details. Choose your plan and click "Upgrade Plan".
Step 4: Choose the payment option to upgrade your customer's plan.
If everything appears correct but you are still unable to proceed, please contact us at support@botpenguin.com. Our support team is here to assist you with any issues or questions you may have.
