Checking and managing your plan

Overview

This section gives you the key details of your plan, feature limits and usage, billing cycle and contract dates.

To access it, click your account name in the top right corner, then select Plan & Billing.

To make changes to your plan, just click Update Plan on the page.

Your plan details are organized into sections on your plan page:

Payment Method:
- Account owners and admins can update payment methods and credit card details.
- To set up a wire transfer, contact our team for approval and a new contract.
Invoices:
- View all subscription invoices, including amounts, issue dates, and statuses.
- Click an invoice ID to view or download it.
Billing Contact:
- View and edit billing contacts and your business address.
- Update the Primary contact (only one allowed) or add secondary contacts, such as someone in Finance.
Signed Agreements:
- Access contracts for any plan changes.
- Click a contract ID to view details, inclusions, and terms and conditions.

This section covers how to apply add-ons and coupons, plan limits, and billing cycles.

When you increase your contact tier, your email volume will automatically adjust. The updated email volume is displayed in the Emails section.

If you need additional email volume, click Add more in the Emails section to adjust it separately.

NOTE: Contact tiers are available to be customized across all plans with maximum supported tier limits varying per plan.

Ortto plans include features like campaigns, customer data, audiences, analytics, widgets, and more.

To customize your plan:

To apply add-ons, select your plan, click Select add-on, and enter the quantity needed for each option.

You’ll see the add-ons listed along with your key plan inclusions in the right-hand subscription detail panel.

If you have a coupon to apply to your plan, you can add it when you select a plan.

Simply click Add coupon, input the coupon code, then click OK.

You’ll see the coupon applied in the right-hand subscription detail panel.

Each plan has a number of included contacts. These contacts are covered in your monthly subscription fee.

Legacy Annual Plans: You may need to update your supported email volume to continue sending.
All Other Plans:
- Exceeding your limits will result in an overage fee for the month, shown on a separate overage invoice available under the Invoices tab in your plan details.
- Emails will continue sending, but SMS sending will stop if you exceed 2x your monthly SMS credit limit.

To prevent interruptions, you can increase your sending volume on the Billing page.

NOTE: Email and SMS sending limits reset on the 1st of every month UTC time.

Your Ortto account will expire if payment is not received within 30 days of the due date.

When your account expires:

If payment is not resolved within 90 days, the account will be permanently deleted.

Subscriptions can be paid monthly, quarterly, or annually.
Discounts are available for quarterly and annual payments, including most add-ons (excluding SMS phone numbers and credits).

To pay via invoice instead of a credit card:

Contact our team for approval to use wire transfer.
Once approved, we’ll provide a contract for you to sign.
Invoices will then be sent to your billing contact based on your chosen billing cycle.

Downgrades take effect at your next plan renewal date.
Annual contracts cannot be downgraded during the contract term.
You can cancel a pending downgrade to stay on your current plan and billing rate.

NOTE: You will not be able to downgrade your plan within 30 days of the renewal date when you are on an annual commitment.