Monthly billing is the most cost effective option if you send frequently, especially the Essentials and Premier plans, which offer unlimited sending for campaign and journey emails.

In this article we'll explain:

• How the monthly rate is calculated.
• When each client will be billed.
• Early tier upgrades.
• Monthly send limits and temporary waivers.

How the monthly rate is calculated

When you select a monthly plan for a client, the price shown is based on how many subscribers they have at the time. If, for example, your client has imported 430 subscribers, that will put you in the first pricing tier of 0-500 subscribers. The price will change as more subscribers are added, or if you exceed email send limits.

Tiers for the first 50,000 subscribers are shown below. Prices aren't shown because we offer payment in multiple currencies. To view prices for your region, look in your account, or view our pricing page.

^*The Lite plan send limit includes all email types. Essentials and Premier plans have unlimited sends for campaigns, journeys, and RSS emails, however transactional emails have their own limit on these plans.

The monthly bill for each client is determined by the number of subscribers they have at the time the bill is due. For example, if a client has five lists with 8,000 active subscribers on each list, their bill will be calculated based on a total of 40,000 subscribers (8,000 subscribers x 5 lists = 40,000). This would put them in the pricing tier of 25,001-50,000 subscribers.

Which subscribers count

Subscribers with a status of unsubscribed, bounced, unconfirmed or deleted — as well as those on the suppression list — are not counted toward the total for billing.

However, if the same email address is active on multiple lists, it counts multiple times against the total. To avoid active subscriber duplication, use segments to create sub-lists instead of having separate lists for different audiences, or campaign sends.

View the current subscriber total

To see how many subscribers a client has, open the Lists & subscribers section, then look at the number under "Total subscribers". This is the total number of subscribers across all lists.

View the monthly rate in your account

To look up your client's current monthly rate, or see the price for the next tier:

1. Click Clients in the top navigation, then select the relevant client.
2. Click Client settings near the top right, then click the Change billing details button.
3. If you're not currently reselling to the client continue to step 4. Otherwise, you will need to click Change next to the plan name at the top left.
4. On the "Choose a plan" page you'll see the current plan the client is on, and their monthly rate. To see how costs will scale as sending increases, click See all tiers below any of the three monthly plans.

When each client will be billed

When you select a monthly plan for a client, the first monthly amount is charged immediately. From that date and time onward charges recur monthly, billed to the credit card supplied.

Billing periods renew at the same time every month. So, if the charge for the first monthly bill is at 2:38pm, every monthly bill that follows will be charged at the same time. To see what time the next billing period starts, check when the last invoice notification email was received.

While monthly bills are always charged at the same time, your client may be billed at other times for events such as early tier upgrades, when monthly send limits are exceeded, or to pay for design and spam tests (only on the Lite plan).

Early tier upgrades

An early upgrade is one that takes place before the new billing month starts. When your client's subscriber total exceeds the limit for the current pricing tier, we automatically upgrade the plan to a higher tier at the start of the next billing period.

However, if your client needs to send a campaign, turn on a journey, or start an RSS campaign before the new billing month starts, there's an option to pay the difference between the current pricing tier and the higher level tier. The alternative to paying for the early upgrade is to wait for the monthly plan renewal date.

To understand how early upgrades work, let's take a look at the billing history of a company named DesignCo. Note that they're being billed in US dollars, and the prices referenced exclude taxes.

• DesignCo opens their account on 18 August, 2017. Their new account starts at the 0-500 subscribers tier, which costs them USD$29 a month. Because they signed up on the 18th, the 18th of each month will be DesignCo's regular billing day.
• On 30 August, they need to send an email, but their audience has grown to 501-2,500 subscribers, putting them in a higher tier. Instead of waiting until their new billing month to be upgraded to the higher tier so they can send again, they choose to upgrade early to send the email now. They are charged USD$30, the difference between the old and new tiers.
• On 18 September, they are billed at their new monthly rate of USD$59, for 501-2,500 subscribers. They continue paying that rate until 3 Dec, where they choose to upgrade early again.

Monthly send limits and temporary waivers

Customers on the Lite plan, or who send transactional emails on the Essentials or Premier plan, need to know about send limits — that is, the number of emails that can be sent each month. Check the table above to see what the send limits are for each tier.

Here's how send limits work for each of the monthly plans:

• Essentials and Premier plans — Include unlimited sending for campaigns, journeys, and RSS emails, but transactional emails have a monthly send limit.
• Lite plan — All email types (as mentioned above) count toward the monthly send limit.

What happens when a client reaches the send limit depends on the monthly plan, and the type of email being sent.

Lite plan

If your client reaches the monthly send limit for their tier on the Lite plan, and they need to send more emails in that billing month, they will be presented with two options when trying to send:

• Pay for a temporary waiver — Pay the difference between the current pricing tier and the higher tier to continue sending. When the next billing month starts, the number of monthly email sends will be reset, and the monthly rate will return to a pricing tier based on the total number of subscribers.
• Upgrade to the Essentials plan — Switch to the Essentials plan by paying the difference between the current tier on Lite and the equivalent tier on Essentials.

Scheduled campaigns and transactional email

Scheduled campaigns and transactional emails will send even if your client has reached the send limit. This is because they are treated as time-sensitive emails that must go out at a particular time.

If they cause your client to exceed the send limit, they'll be granted a temporary waiver and moved up a pricing tier without being prompted, which means being charged the difference between the two tiers.

When the next billing month starts, the number of monthly email sends will be reset, and they'll return to a pricing tier based on the total number of subscribers.

Frequently asked questions

Below are some answers to questions we're commonly asked about monthly billing. If you have a question we haven't addressed please contact us.

• Do I have to pay by credit card?
• What is the minimum monthly contract term?
• How do I cancel monthly billing?
• What happens if a credit card is declined?
• What happens when the send limit is exceeded on a Lite monthly plan?
• What happens if my client imports more subscribers than they're paying for?
• Can I prevent my clients from moving to a higher pricing tier?
• Can I add up all of the lists for all my clients and pay one monthly fee on that total?
• Can I pay for all my clients' monthly charges in one transaction?
• Can I invoice my clients in different currencies?
• Can I switch clients between monthly plans?
• If I downgrade a client from the Premier plan, can I still contact phone support?
• If I purchase a Premier plan for one of my clients, can my other clients access its benefits?

Do I have to pay by credit card?

Yes, for monthly billing plans we only accept payment by credit card. The only other option is to choose pay per campaign billing because this can be paid for with email credits, and email credits can be purchased in bulk without a credit card.

What is the minimum monthly contract term?

There is no minimum contract period for paid plans. For monthly billing your only commitment is for the current month purchased. You are free to close your account at any time or, to keep your account active but stop monthly payments, see the following answer.

How do I cancel monthly billing?

If a client wants to take a break from sending you can stop monthly payments and still keep their account active. To do this, just switch from monthly billing to pay per campaign billing. You can switch back again later if you want to.

What happens if a credit card is declined?

If you are paying a monthly charge for one or more clients and your card is declined we'll send you a notification email. As soon as you update your card details we'll take the payment and the affected clients will be able to send campaigns.

If your client is paying for their own campaigns, and their card fails, we'll email you and send a white-labeled notification (no mention of Campaign Monitor) to your client. The next time you, or your client, logs into the account the payment details page will be displayed to prompt an update of the card details.

During the period that a credit card payment has failed and updated details are pending, the client will not be able to send any emails. If the client is running journeys, they will also be paused — unless there are leftover email credits in your account to continue sending them.

As soon as payment details are updated everything will be back to normal, and paused journeys will be restarted automatically. In cases where the payment problem is temporary and your, or your client's, credit card details are correct, we will keep trying to process the payment a few times over.

What happens when the send limit is exceeded on a Lite monthly plan?

• Increase your monthly sending limit by paying the difference between the current pricing tier and the higher tier. On your next billing cycle, your sending limit will return to what it was and you'll be charged your normal monthly fee.
• Upgrade to an Essentials or Premier monthly plan, paying the difference between the current and new plan immediately. You will start paying the new amount for the Essentials or Premier plan the following month.

What happens if my client imports more subscribers than they're paying for?

The client will be moved to a higher pricing tier and charged the new rate at the start of the next billing period. Or, if a campaign is sent or scheduled before the next billing period, the client will be charged the difference between their current pricing tier and the higher level tier.

If this happens, you'll see a payment increase notification in the client section of your account when you, or the client, next try to send a campaign. The notification will state the amount owing to cover the difference from one tier to the next.

Can I prevent my clients from moving to a higher pricing tier?

No, because moving between tiers is done automatically based on how many active subscribers a client has and their plan's email send limit. Send limits apply to Lite plans only.

While you cannot restrict your client to a particular pricing tier, you could turn off their permission to import subscribers. We also recommend you keep an eye on the client's send history so you can switch them to a higher plan if it's looking like they will repeatedly hit the send limit for their Lite plan.

Can I invoice my clients in different currencies?

Can I switch clients between monthly plans?

You can switch clients between Lite, Essentials and Premier at any time:

1. Click Clients in the top navigation, then select the relevant client.
2. Click Client settings near the top right.
3. Click Change billing details.

Upgrading a plan requires the difference between the two plans to be paid on the spot. After that, the upgraded plan kicks in immediately.

If the switch is from Premier to Essentials, or Essentials to Lite, the client stays on the higher plan for the remainder of the billing period. The lower plan starts from the next billing period.

If I downgrade a client from the Premier plan, can I still contact phone support?

Premier plan phone support will not be available for that client if you downgrade to the monthly Essentials or Lite plans.