How to create a Subscription Plan family?

Last updated 10 months ago

Follow these steps to create a Plan Family for the Platform Subscription (Basic and Pro Plans):

Step 1: Access the Partner Dashboard

  1. Log in to your Partner Dashboard.

  2. Navigate to the Plan Details section from the left-side menu.

Step 2: Create a Subscription Plan Family

  1. In the Subscription Plan Family section, click on the Create button.

  2. A pop-up window labeled Create Plan Family will appear.

Step 3: Configure Pricing Details

  1. In the Pricing Details section, you will see pre-set AiSensy Prices for different plans:

    • Basic Monthly

    • Basic Yearly

    • Pro Monthly

    • Pro Yearly

  2. Adjust the Margin values as per your pricing strategy. The platform will automatically update Your Platform Prices based on the margin entered.

Step 4: Proceed to Plan Creation

  1. After setting up the pricing and margins, click the Next button.

  2. Follow the on-screen instructions to complete the plan creation process.

Step 5: Review and Finalize

  1. Verify the entered details to ensure accurate pricing.

  2. Click Save to confirm the creation of the Plan Family.

Your new Plan Family will now be listed under the Subscription Plan Family section, ready for use in the platform subscription.

For any further assistance, please contact support at partnership.support@aisensy.com.

Note: Please note that this deduction will only happen from the centralised balance, the centralised balance will only be deducted upon renewal of the billing cycle.

2. The subscription charges will be deducted as per AiSensy prices from centralised balance & not AiSensy prices + Margin amount.