How to add a new custom plan to your account

To add a Custom Plan to your Agency account, make sure that you’re using the Platinum Package:nnGo to Partner Portal > My Custom Plans > Add Plan:nnnnFill in the following:n

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• Plan Name: Give your plan a name, for example: Starter Plan.

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• Plan ID: The level of the plan, the higher for upgrade and lower for downgrade.

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• Plan Description: Give your plan a description, for example: This plan includes Customer Automation and Email Marketing. (Note that Plan Description is not required)

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• Group Status: Disabled or Active

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nClick on the plus sign to add features to the plan:nnnnYou will choose the Feature and the Option next to it:nnnnYou can change your Selling Price here, and the Total Profits will be updated automatically:nnnnOnce the Plan is ready, click Create and it will appear here:nnnnYou can send this link as the Registration URL to your new customers.nnNote that you can whitelabel the link and the page.nnIt will take the Login Logo and Favicon that you had previously set.nnOnce you click on Edit SettingsnnnnYou can set up the Terms of Services, and Privacy Policy:nnnnNote: If you don’t add links to Terms of Services and Privacy Policy, they will redirect to the platform.n

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