Upgrade a Trial Plan to a New Plan
  • 16 Nov 2023
  • 1 Minute to read
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Upgrade a Trial Plan to a New Plan

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Article Summary

  1. Go to the Messaging Admin tab.

  2. In the Current Plan section, click Upgrade Account.
    Messaging Upgrade Plan_1

  3. Confirm that the Business Name, Business Address, Industry, and Company Website are correct.

  4. Click Next.
    Messaging Upgrade Plan_2

  5. Confirm that the Business Entity Type, Business Registration Number (Tax Id or DUNS), Business Registration Number Type, and Company Status are correct.

  6. Click Next.
    Messaging Upgrade Plan_3

  7. Confirm the following information.

    • Primary Contact: First Name, Last Name, Title, Job Position, Email, Phone
    • Secondary Contact: First Name, Last Name, Title, Job Position, Email, Phone
  8. Click Next.
    Messaging Upgrade Plan_4

  9. Review all of the information, and if correct, click Submit.
    Messaging Upgrade Plan_5

  10. Review the available plans and click Select Plan next to your selection. For more information about pricing, click here.
    Upgrade%20Account_Select%20Plan

  11. Review the plan you selected. Enter any additional User Licenses and/or Phone Numbers you need.

  12. Click Confirm and Pay.
    Review%20Upgrade%20Plan

  13. Enter a Payment Method and related address.

  14. Review the policy and terms agreement and click the checkbox.

  15. Click Confirm.
    Add%20a%20Payment%20Method%20Window

Congratulations! You have upgraded your plan.

Messaging Upgrade Plan_9



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