If you run the platform as a SaaS — selling email marketing to your own customers — subscription plans are how you package what a customer gets and what they pay. A plan sets the price on the outside and the sending limits on the inside, so a new signup is provisioned automatically the moment they choose it.
This guide walks you through creating a plan from scratch in the admin panel, end to end, so a customer can sign up and start sending in minutes.
Who this is for: platform administrators running a multi-tenant SaaS (you sell accounts to customers). You'll work entirely in the Admin panel.
Before you start#
- Admin access — you'll use the admin sidebar under Plans & Billing → Plans.
- A currency enabled — Admin → Currencies. For a paid plan, the price is charged in one of your enabled currencies.
- A payment gateway (paid plans only) — Admin → Payment Gateways, so customers can actually be charged.
- A sending server — Admin → Sending Servers, so the plan has delivery infrastructure to assign.
Step 1 — Open the Plans screen#
In the admin sidebar, go to Plans & Billing → Plans. This screen lists every plan you offer with its price, its sending-credit allowance, and an active toggle. Click Create Plan in the top-right corner.
The Plans screen lists every plan with its price, sending-credit allowance, and an active toggle. Create Plan is in the top-right corner.
Step 2 — Set the plan basics#
The Create New Plan window asks for the outward-facing details — the things a customer sees when they pick a plan:
- Plan Name — what customers see (e.g. Starter, Growth, Agency).
- Description — one line on who the plan is for.
- Price + Currency — what they pay per cycle. Enter 0 for a free plan.
- Billing Cycle — Monthly or Yearly.
- Enable free trial period — give new customers a number of days before the first charge.
- No payment method required when free — skip card entry at checkout when the price is $0.
Fill in the name, price, and currency (the rest can stay at their defaults for now), then click Create Plan.
The plan basics — name, description, price and currency, billing cycle, and an optional free trial. Everything else is configured after you create the plan.
Tip: You can change any of these later. Creating the plan first just gives you something to configure — which is exactly what the next step does.
Step 3 — Configure what the plan includes#
After you create it, you land on the plan's settings, organised into tabs down the left. This is where a plan stops being a price tag and becomes a real product tier:
- General — the name, price, and billing cycle you just set.
- Pricing Options — a base price plus optional paid add-ons (for example, a premium-support tier).
- Credits — the per-cycle sending (and verification) credits — the headline "20,000 emails / month" number a customer sees.
- Quotas — hard resource caps: how many lists, campaigns, and subscribers this plan allows.
- Entitlements — on/off feature flags: may this customer use their own sending server, remove your branding, and so on.
- Rate Limits — a throttle (for example, emails per minute) that protects your shared infrastructure from any one customer.
- Sending Servers — which delivery infrastructure this plan's mail is sent through.
Set each tab to match the tier you're selling, then click Save Changes.
Credits, Quotas, Entitlements, Rate Limits, and Sending Servers each control part of what the plan includes. Set them to match the tier, then Save Changes.
Step 4 — Make the plan available#
Back on the Plans list, the toggle next to each plan controls whether it's active and visible to customers at signup. Flip it on. From now on, a customer who chooses this plan is automatically given exactly the credits, quotas, and features you set — no manual provisioning.
Troubleshooting#
- The plan doesn't appear at signup → check the active/visible toggle on the Plans list. A plan that's toggled off is hidden from customers.
- A customer can't be charged → confirm a payment gateway is set up (Admin → Payment Gateways) and that the plan's currency is one that gateway supports.
- A free plan still asks for a card → turn on No payment method required when free in the plan basics (Step 2).
- A customer hits limits too soon → revisit the plan's Credits, Quotas, and Rate Limits tabs — one of those caps is lower than the tier should allow.
Recap#
You've created a subscription plan, set its price and billing cycle, configured its credits, quotas, features, and delivery, and made it available to customers. Every new signup on this plan is now provisioned automatically.
Next, decide how to price your tiers in Subscription plan design strategy, and assign delivery infrastructure per plan in Choosing a sending server for a plan.
