Summary
Gigs allows users to schedule a plan change in either direction (upgrade or downgrade), effective in the next renewal period. Here is how plan changes work:
If your customer wishes to upgrade their base plan to a higher data allowance, it’s just as easy as 1-and-done. They simply select their preferred plan in “My Plans,” and the change is scheduled for the next subscription period renewal.
Customers can view any scheduled changes in Connect and are free to cancel the change up to one hour before the renewal time.
A subscriber can navigate to Connect and upgrade (or downgrade) their plan at any time. The plan change will take effect on the next billing cycle.
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 process or cancel Plan Changes
Plan changes can be accomplished in Connect or Dashboard
It is possible to cancel the change until 1 hour before subscription renewal.
Limitations
A plan change can only occur between plans of the same validity (min period and subscription period)
All plan changes must be scheduled for the next renewal period
If the subscriber has run out of data, SMSs, or minutes, she can book a Top-up to bridge the gap until her plan change can be executed.
Good to know
While customers easily make plan changes themselves in Connect, you can of course also upgrade or downgrade your customers’ plans on their behalf from the Gigs Dashboard.
In the near future, we’ll also introduce hard caps on data, where data speeds will be throttled after your customer exceeds 100% of their data allowance, to incentivize them to upgrade their plans.
Change Plan in Dashboard
Change Plans
Click on the “Actions” button on the subscription page in Dashboard
This option will not be visible if there are no eligible plans for switching in a project.
Select a new plan from the Slideover
You can click on “More Details” to see additional information on the new plan
Click the “Change Plan” button and “Accept” on the confirmation step
See that the Plan Change is scheduled for the next renewal period in the Plans section of the subscription page.
Cancel Plan Change
Plans can be canceled up until 1 hour before the change is effective
Navigate to the Plans section of the subscription page in Dashboard
Click on the “x” button on a new plan that is scheduled.
Click “Yes, cancel plan change” on the popup
See that the Plan change is canceled and is no longer visible on the subscription.
Connect
Change Plans
Without usage charts
There are two places where you can access plan changes even if Usage Charts are disabled: Subscription Settings and Plan Details.
From these screens, click on the buttons called “Change Plans”
Land on the Change Plans tab (if the project has Top-ups) or the Change Plans Screen (if the project doesn’t have Top-ups) and click on a new plan
Review the plan and click on “Select Plan”
Review Checkout and click “Schedule Payment”
Land on the success screen and click “Continue”
Navigate to the subscription and see when the plan will change
With usage charts
The Add Data card is visible in two places in Connect:
The Subscription Details screen
This screen is accessed by clicking anywhere on the Subscription card
The My Plans screen
This is the home screen of Connect for users with ≥ 1 subscription
This is visible once a subscriber reaches or exceeds >70%.
With Top-ups
If a project has Usage Charts enabled, plans can be changed by tapping anywhere on the Add Data card other than the Top-up Quick Actions.
Click on the “Change Plan” tab
Follow the flow for Plan Changes without Usage Charts.
Without Top-ups
This has the same behavior as projects with usage charts disabled.
Cancel Plan Change
Navigate to the Subscription Details screen
See the pending Plan Change
Click “Cancel Plan Change”
Confirm Plan Change Cancellation
See that the Plan Change was successfully Cancelled