Manage Account & Subscription

Overview

Under the Account Section of your Admin Panel, you can find information about your account.

On the left-side menu, you’ll see the following sections:

• My Subscription: View your current plan details, features, and limits, or explore upgrades.
• Usage: Monitor your usage to manage resources effectively.
• Billing Information: Manage your payment methods and information.
• Invoices: Review payment history and invoices.
• User: Under this section you will find:
  • Profile: You’ll be able to modify your profile information.
  • Team Members: Ensure your team has the required access to the Doofinder Admin Panel assigning determinated roles.
  • API Keys: Create API Keys for enhanced management API requests

Access your Account Overview

My Subscription

To discuss pricing/subscription contact Customer Success through our contact form. If needed, just log in to your Doofinder Admin Panel. Click on “Help Center” in the left-side menu or in the top bar, then select “Contact our Support Team”.

You can find our current products and plans here.

In this panel, you’ll find the available products and the products you are subscribed on, with the corresponding usage. You’ll also find the products on trial.

Your Plan

In the top right corner of the panel, you can view your current plan, including your current billing amount. From here, you can also click on “View details” for more information on your subscribed plan, such as the number of requests and products bought.

Additionally, you'll see a "Change My Subscription" box, which allows you to modify your subscriptions, products, and requests.

Note that all products you get must be on the same plan. This means that regardless of the product you choose, the same plan structure and features will be provided. Find all the information related to plans here.

Products

Under Account > My Subscription your current and active subscription will be visible, where you can always visit your plan details, and also the accessibility to Change Subscription.

• Products You Have: In this section, you can view and manage your current products, including the percentage of requests consumed for each. You have the option to adjust your request limits as needed.

If you’re subscribed to any of our products, the Non-Stop Service option will be available to enable or disable for each of them.

You can review the available features of the product you are using by clicking your mouse over the “Available features” pop-up for each product.

• Products currently on trial will also be displayed here, along with the trial expiration date. If you wish to continue using a trial product beyond its trial period, you can conveniently purchase it instantly by clicking the “Get it” button. If not, the product will automatically disappear from your acquired product list.

• Discover Products: In this section, you'll find a list of products that you can add to your subscription. You can choose to try them out first (if you haven't been on a trial before for that product), or add them directly to your subscription.

Initial Trial

If you are new to Doofinder and do not yet have a contracted plan, you can start by subscribing and initiating an Initial Trial. Here’s how to get started:

1. UnderAccount > My Subscription, you will find the option to start a new trial, allowing you to explore the various Doofinder products.

   

   The trial duration per product is 30 days. The product panel will show the number of days remaining for each trial so you can track the trial time.

2. Click the “Initial Trial” button in the screen's top right corner. A pop-up will appear confirming that your new trial is beginning.

3. Click on “Start Initial Trial”. As you continue, My Subscription panel will now show you the available products for trial.

   

   By clicking on “View products and features table” you will be able to observe all the features of Doofinder products.

   

   By following these steps, you can easily start exploring Doofinder's features and decide which products best suit your needs. Once the trial is started, you can decide to purchase it by clicking on “Get it”, or wait until the trial ends. Until then, nothing will be charged.

   As you click on “Get It", you’ll be automatically redirected to a purchase flow, where you’ll be able to acquire the product selected, or add another one.

How to Change My Subscription

You can update your subscription by navigating to the Admin Panel, on Account > My Subscription. This process is divided into four steps: selecting products, choosing a plan, configuring usage and additional options, and completing the checkout.

1. Products: Click on the “Change subscription” button located at the top right corner. A new panel will appear where you can select and add the desired products for your online store. You can choose multiple products if needed.

   On the right side of the panel, you'll see a comparison of your current subscription and plan with your newly selected products, allowing you to understand any billing changes. Once you've made your selections, click “Next”.

   

   To select one or more products, simply click on the violet square as shown below.

   

2. Usage and additional configuration:

   • Adjust Requests: Use the slider to select the appropriate number of requests or impressions per month for each product, tailored to your store's needs.

     

     The number of requests or impressions will be adjustable starting from zero on your selected plan. You can always modify them per product by clicking "Change Requests" on the panel.

   • Non-Stop Service: Enable or disable the Non-Stop Service for each paid product individually, which will be invoiced at the beginning of the next billing period. This service automates the addition of request packs during peak times to prevent running out.

     

     Click “Next” to proceed.

     The Non-Stop Service button will be available for you to enable or disable this option until you finish this process.

3. Plan: In this step, you will choose the plan for your selected products. Both your existing products and the new ones you just selected will be displayed here. You can choose between Basic, Pro, and Advanced plans, each offering different features for the products. For more details on Doofinder Plans, please refer to this page.
   

   After selecting your plan, click “Next” to continue.

   Remember that all products you choose must share the same plan.

4. Checkout: Here, you will add your Billing Information and your Payment Method.

• Billing Information: If you haven’t configured your Billing Information before, enter your billing information and payment method details to ensure your invoice is correct on the displayed forms.

• Review Subscription: On the right-side panel, review your new subscription details, including the charges and the date the new price will take effect.



To complete the process, check the “I accept the Terms Of Service” box and click “Pay now” to proceed.

You’ll be able to see the summary once finished. You can now go to our cocumentation page or see your new subscription details from the visible buttons.

Cancel Subscription

If you decide to cancel your subscription, go to Account > My Subscription and simply click on the grey link at the bottom “Cancel subscription”, and follow the cancellation flow.

Remember that canceling your subscription means selecting which product you want to cancel. A pop-up will appear and you can select which products you want to stop using.

Select the reason for canceling your subscription from the drop-down menu and, if possible, leave a message to help us improve. Your cancellation will take effect on the next renewal date. Until then, you will continue to enjoy all the features of your Doofinder subscription.

If sent, the product will appear as shown in the image:

You can revert this cancellation by clicking “Throw Back” and the product will be again available. This option will be available until your Cancellation / Downgrade date.

The same process is applied if a downgrade is desired:

Change Requests

If you have an active product contract, you can modify your product's requests by selecting the "Change Subscription" option within each product box. This setting is located in your Admin Panel under Account > My Subscription in the product section.

1. Choose the product you want to adjust requests and click on “Change request”.
   
2. Use the slider to select the appropriate number of requests per month for each product, tailored to your store's needs. As you adjust, you’ll see the billing details and changes on the right-side panel.
   
3. Proceed to “Checkout" by clicking the button on the bottom left corner of the panel.
4. Follow the steps to finish the process.

Remember you can always manage your subscription by adding or removing products. If you've previously contracted a product, it will be marked as "Subscribed", indicating that it is already included in your subscription. However, you can modify your subscription at any time by clicking on the "Change Subscription" button, where you can edit your purchases.