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Upgrade to Annual Plan

Carl Wilson
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As a ClickFunnels subscriber would you like the option to save money and make one payment per year? You can upgrade your ClickFunnels plan to an annual subscription and save two months' worth of monthly subscription or up to $594 over a monthly plan subscription.

 

By the end of this document, you should be able to answer:

  • What is the annual upgrade plan?

  • Why would I need the annual upgrade?

  • What do I need in order to upgrade my account to the annual plan?

  • How do I upgrade to an annual Plan?

  • What are the next steps after upgrading to an annual plan?

 

Prior to getting started, you will need to have the following:


Please watch the video below, in full screen:

 

Step by Step Walk Through:

1. Log into your ClickFunnels Account

2. From your ClickFunnels Dashboard, hover over your Account Profile and click on the Account Settings tab in the dropdown menu.

 

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3. Select the Account Billing tab on the left-hand side.

Account_Billing_Tab.jpg

4. On the Account Billing Page, you should see a blue box on the right-hand side with the Upgrade to Annual Offer, select Learn More

Account_Billing_Upgrade_Card.jpg

Important Note: If you are not seeing the upgrade offer, the offer may not be available to you at this time or in your area. If this is the case, please reach out to ClickFunnels Support for more information. If you are seeing the Billing Upgrade Card, click on the Learn More button to open the Account Plans Comparison Page.


5. On the Account Plans Comparison Page, You can toggle between Annual and Monthly plans. Select the plan that you would like.

Note: The toggle area enables you to compare the costs of monthly plans vs. annual plans, as well as compare the options within the plans themselves. For example, the Platinum plan gives you access to VIP Phone Support, the FunnelFlix Dashboard, BackPack, and FollowUp Funnels.

Annual_Upgrade_Toggle_Switch.jpg

Plan_Comparisons.jpg

 

6. Once you choose the plan that best suits your business needs, an agreement notification will pop-up to inform you that the amount that you have currently paid for your account will be prorated into your Annual Plan, so the cost will be slightly lower than the full amount. You must accept this agreement by clicking the checkbox and then clicking on the Convert button.

Annual_Plan_Agreement.jpg

 

 

Here are the key takeaways for this document:

  • The annual upgrade plan can help you save over the monthly plan.

  • You can upgrade to an Annual Plan by visiting the Billing tab in your account.

  • An annual Platinum Plan can save up to $594 over a monthly plan subscription.


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