Make the most of Klaviyo's flexible pricing options

Auto-upgrade is designed for brands that are consistently growing their usage of profiles, email sends, or text message credits. This is particularly helpful for brands that are continually growing their number of profiles or sends and will need a higher-tier plan on an ongoing basis.

Unlike flexible sending, auto-upgrade doesn’t roll back at the end of the billing cycle; which allows you to take advantage of the lower cost-per-message rates that come with higher-tier plans. You’ll need to manually adjust the plan if you want to move back to a lower tier.

Example: Your number of email subscribers and the number of messages you’re sending is consistently increasing every month. Your Klaviyo plan automatically increases to match your growing needs; at the end of each billing cycle you will remain on the tier based on your usage from the past month.

Flexible sending is designed for brands that month over month have consistent usage of email sends, or text message credits, but occasionally have spikes where they send more than their current plan allows for.

You can flex independently by product (text message or email) and temporarily upgrade for just the current billing cycle. At the start of the next cycle, you’re automatically returned to your original plan.

Example: This year, you planned an aggressive BFCM plan to send more email and text message than you usually would in a normal month. When you reached your send limit mid-month, you were automatically billed the difference between your base plan and the next tier that accommodates your higher send volume. At the start of the next billing cycle after BFCM, you automatically return to your original plan, ensuring you don’t pay for more sends than you need.

‍Note: Flexible sending for text messages is only available for plans priced $495/month and higher.

You can also automatically downgrade your plan based on active profile count.

If your active profiles drop to a lower tier at the start of a new billing cycle, your plan will automatically adjust to the smaller tier, provided this option is enabled.

Key details:

• The auto-downgrade option is OFF by default for all customers.
• You cannot enable both send-driven auto-upgrade and profile-driven auto-downgrade at the same time, as these options are incompatible. If auto-downgrade is enabled and you approach your send limit, you will receive an email notification letting you know you're nearing the limit.
• If you need flexible up-and-down adjustments, we recommend using the flex option instead.
• Auto-downgrades will occur on the first day of the billing cycle.

‍Example: Suzy Swimwear has 1,600 active profiles on their February 22 billing date. In March, Suzy Swimwear reduced their active profiles to 1,200. With auto-downgrade enabled, their plan automatically adjusts to the lower tier, reducing their cost to the lower plan for the next billing cycle starting March 22.