Manage Account & Subscription

Overview

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

On the left-side board, you’ll find your Account Owner's mailing address.

On the dropdown menu, you’ll see the following sections:

• “General”: you’ll find an Overview panel of your account, the Usage, your Billing Information and Payment and Invoices.
• “User”: you’ll be able to modify our Profile Information, find your API Keys, and also Logout from your account.

Access your Account Overview

My Subscription

To discuss pricing/subscription please contact Customer Success through our contact form. If needed, just log in to your Doofinder admin dashboard. Click on “Help” in the top blue bar, then select “Contact our Support Team”.

You can find our current products and plans here.

Beneath this panel, you’ll find the available products and on usage under your account. You’ll also find the products your account is using as a trial.

Your Plan

In the top corner of the panel, you can view your current plan, including your current monthly billing amount. From here, you can also click “View details” for more information.

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

Please, 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 > General > My Subscription panel 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.

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

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

If you’re subscribed and currently using the product, the Non-Stop Service option will be available to enable or disable separately for each product.

• Discover Products: In this section, you'll find a list of products and features that you can add to your subscription. You can choose to try them out first or add them directly to your subscription based on your needs.

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. Under Account > General > Overview panel, In the My Subscription panel, 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. These are Search and Recommendations.

   

   By clicking on “View products and features table” you will be able to observe all the Doofinder product features for Search and Recommendations:

   

   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 now”, or wait till the trial ends. Until this time, nothing will be charged.

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

How To Change My Subscription

You can update your subscription by navigating to the Admin Panel and selecting Account > General > My Subscription. This process is divided into four steps: selecting Products, choosing a Plan, configuring Usage and additional options, and finally, completing the Checkout.

1. Products: Click on the “Change my 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. 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.

   Please remember that all products you choose must share the same plan.

3. 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 cero 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.

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.

As the process is finished, you can now go to our Documentation page or see your new Subscription details from the visible buttons.

Cancel Subscription

If you decide to cancel your subscription, go to Account > General > 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 popup will appear and you can select which products you want to stop using.

Please 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 requests" 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 "hired", indicating that it is already included in your subscription. However, you can modify your subscription at any time by clicking on the "Change Requests" button, where you can edit your purchases.