Summary
This article provides instructions for a subscriber to locate top-ups in Connect, apply a top-up to a subscription, and how to use the “Add Data” card. A video tutorial is included for applying a Top-up from the Dashboard, and instructions are given for canceling a Top-up for all projects.
A top-up is a common add-on that allows a subscriber to add credit to a mobile subscription so that they can make calls, text or access the internet in additional quantities beyond what is defined in a plan. Top-ups are defined with and specific to a service provider.
How it Works
Your customers can self-serve to upgrade their plan or select from a choice of data top-ups at any time. This improves your operations by:
💸 Unlocking further recurring revenue by encouraging existing customers to upgrade their plans
😍 Reducing support volume and churn rates with an effortless user experience for plan changes
🪟 Providing full transparency to your customers about their data usage
➕ Top-ups
We offer two options for top-ups: 1GB and 2GBs.
Once your customer has chosen their preferred top-up under “My Plans”, it will take a few minutes to be available on the network, and will be accessible for the remainder of the subscription period.
🪫 Usage alerts
As your customers with fixed data plans approach their data limit, they will receive automatic email alerts, prompting them to purchase a monthly top-up or upgrade to a higher-tier plan.
These alerts will be triggered at 70%, 90%, and 100% of data consumption. Customers can easily view their data usage in Connect under “My Plans” at any time.
How to add data in Connect
There are three places to select Top-ups in Connect:
Subscriptions overview screen (/subscriptions) if the user has ≥70% usage.
Plan Change screen as the tab to the left (/plan-change)
Details of the Add Data Card
Top-up Quick Actions
We provide quick actions so users can book a top-up as easily as possible without needing to browse.
Clicking on one of the buttons takes the user directly to the basket and they skip the list view where they can compare vouchers
Clicking anywhere else on the Add data card
Accessing Other Options
Clicking anywhere else on the card takes the user to the Add Data screen. Here there are two tabs: one for Top-ups and the other for Plan Changes.
If a subscription doesn’t have possible other plans, then there will not be tabs and the user will only see the lost of Top-ups
Adding a top-up from Dashboard
⚠️ Only for projects without payments
Click the “Actions” button on the details page of a subscription
Click the option to “Add a Top-up”
Select a Top-up from the list in the slideover menu and click “Add Top-up”
See that the Top-up has been successfully applied to the subscription in the Top-ups section of the subscription details page.
How to cancel a Top-up
This can be done for all projects
Scroll to the Top-up section to the overflow menu
2. Projects without Payments
