Configuring Plans
Sell multiple products in multiple channels to different customer profiles? Don't be limited by archaic retail-focused "Product Catalogs" where you need to create "SKUs" for your enterprise plans, Kickplan enables incredibly flexible, SaaS-native product merchandising and plan modeling. Best of all, this is completely separated from the concerns of your product, so you'll never have to deploy to make an enterprise sales deal work again.
Go to Plans in the sidebar navigation
Click Create Plan and select either Base Plan or Add-on for the Plan type.
- Accounts can only have one base plan, but can easily switch between plans, either manually or via a workflow.
- Accounts can have multiple different Add-Ons, which extend a Base Plan with additional features or quotas.
You don't need to create one-off Plans for special accounts. Accounts can include Feature and Quota overrides to tailor the experience based on their needs without polluting your Plans.
Fill in the Plan details
Plan details are displayed in your plans widget, which you'd typically add to your pricing page. Field include:
- name
- description
- long description
- icon & icon color
- price descriptions
- custom signup call to action
- list of matrix features
Click Create to save your new Plan.
Add Features to your Plan
Select the Feature Access tab on your Plan to choose which features this Plan has access to.
For each Feature, choose a setting and, optionally, a variant to be associated with this Plan.
Add Quotas and Thresholds
Select the Quotas tab to define limits associated with your Metrics and Threshold actions you want to perform when an Account matches the Threshold rules.
Thresholds are an extremely powerful feature that integrate Kickplan into your company ecosystem, allowing your teams to radically improve customer experience without changing the tools they already use.
For example, a Total Contacts quota on the Pro Plus plan, you could set a threshold on 90% of an 1,000 contact quota. When an account hits that quota, you could send an email to the account rep, letting them know it's a good time to reach out to the customer.
