The article explains how to manage and top up a pre-paid account on the platform, including setting up automatic top-ups, manual credit additions, and balance notifications. It highlights the need for administrator credentials and offers steps for upgrading to a post-paid plan if desired.
Important - in order to manage top-ups for your pre-paid account:
- You need account administrator credentials.
- You need to be logged in to the parent account - you can use the account switcher to do this.
How to top up
Automatic top-up | Recommended
Timely campaign delivery is essential. Scheduled and recurring campaigns may fail if your account lacks enough credits. To avoid this, enable Auto Top-Up, this automatically adds credits when needed, ensuring your scheduled messages are sent on time.
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Navigate to Settings > Billing > Automatic Top Up > Configure:
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In the resulting modal, toggle the switch to activate the automatic top up, then set the balance amounts accordingly and click Save:
Top up from the dashboard
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Navigate to Dashboard > Usage > Top up:
Note - If you have no credits you will instead need to click Top up credits in the warning banner.
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Enter the amount of credits you'd like to add, and select your payment method. Click the Top up button in the bottom right and you're all done:
Top up from the Billing page
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Navigate to Settings > Billing > Top up:
- The first time you top up, you will need to add a payment method in the form of a credit or debit card. Enter the credit card details and click Add card:
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Enter the amount of credits you'd like to add, and select your payment method. Click the Top up button in the bottom right and you're all done:
Low balance notification email
You can set up an alert to notify you when your balance drops to a nominated amount.
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Navigate to Settings > Billing > Balance Notification > Edit:
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In the resulting modal, toggle the switch to activate the notification, then enter the amount at which the balance notification is to be triggered and click Save:
- Now whenever your balance drops to this amount, you'll receive an email to prompt you to top up.
Upgrade to post-paid
If you'd like to talk to someone about upgrading to a post-paid plan rather than continuing to top up, click on the Upgrade button in the top right corner and select a suitable plan.