How to Upgrade to White-labelled Exly Plan and Purchase Add-on Credits based on your Usage?

Are you ready to take your business to the next level? Exly offers a range of plans designed to suit your evolving needs, from individual creators to growing enterprises. Now you can manage and upgrade your Exly subscription plans from the creator tool itself. That's not it, you can also buy credits and add-ons from the tool without any delay.

Read this easy-to-follow guide to learn more:

Step 1: On the Creator Tool, click on the profile icon present on the top right of the screen. From the drop down option, select My Subscriptions.

Step 2: A new window will open. Here you can see all the information about your current plan and the credits associated to your account. 

On the top card you can see the plan you are currently on, when you began this plan (the start date) and when it expires (the validity date). This validity date indicates when your plan will end unless you renew it.

We understand that creators come from different demographics and have distinct needs. That's why we've crafted versatile plans designed to cater to a wide range of creator requiremetns. Whether you're just starting your journey or looking to scale your established brand, we've got you covered.

To know more about, check out our Plans Page

Add On Features:

From this My Subscriptions screen you can buy the following:

1. White-labelled Solution: Currently, all your communications (Whatsapp and Email) have Exly's name attached. Along with this, Exly's logo is present on invoices and webpages too. 

White-labelling is a great way to build a consistent, branded experience for your customers and increase  trust and credibility with your audience. When everything is under your brand, it helps build stronger brand recognition and loyalty among your customers.

When you buy the White-labelled you can:

• Automatically removes Exly logo from all webpages that your customers have access to

• Unlocks the option to manually remove Exly logo from customer invoices
  To do this go to, Profile icon → Select 'Bank Account & Invoice' → 'Customize Invoice' tab → Select the checkbox 'Hide Exly logo from invoice'
  

• Fully editable page footer section
  To do this go to, Create / Edit Webpage → Scroll to 'Custom Footer' section. Here in this section you'll be able to completely hide the footer option from the webpage or, choose to add custom options with hyperlinks
  

• Manage different sender email addresses for all email communications. If you wish to change any of the following then follow the steps

  • Automated email communications that Exly send to your customers on your behalf
    Go to Workflow tools → Automated messages → Select 'Manage sender details'
    

  • Broadcasting emails to your customers
    To do this go to, Sales & Marketing tools → Email campaigns → Compose email and select 'Email broadcast' → Change the 'From' email address
    

  • Similarly the steps also allow setting custom email addresses for drip campaigns too

• Activate your personal number on Whatsapp. To know more, check out white-labeling your whatsapp communications

To get the benefits of white-labelling , click on the 'We'll get you White Labeled' card and make the purchase. Once the purchase has been made, you'll have a personal branding for 12 months, post which you'll have to renew it at the time of expiration date.

2. Account Usage Purchases:

With each plan you get certain free credits for communications, remember, once these free credits are all used, you'll have to buy extra credits to keep using the feature. 

From the subscription screen you can purchase the following:

1. Whatsapp Marketing Messages*: These are the credits that a creator can use to send whatsapp broadcasts. This is a monthly renewing credit. 

2. Email Marketing Messages*: These are the credits that a creator can use to send email broadcasts. This is a monthly renewing credit.

3. Cash upload limit**: These are the credits that a creator will need to bulk import customers (Learn more about Bulk Import) or add customers manually to any offering.

Note: In case of monthly renewing credits, your monthly limit will be renewed at the first day of next month. Unused credits from the last month will be removed. You can check all credits consumptions from the history option on each feature.

* Logic of credits consumption is 1 credit = 1 communication sent.
For Example, if you want to send an email/whatsapp message to 5 of your customer, it will utilise 5 credits on successfully delivery of each message. Credits deducted during broadcast are re-stored in the first week of next month for further usage depending on the deliverability status of messages.

** Logic of cash credits consumption depends upon your plan commission. 
For Example, if you are uploading a cash entry of  ₹100 and your plan commission is 10% then 10 credits will be deducted for uploading this customer. 

To purchase more credits, click on Buy more limit from the option of your choice. You can buy more than 1 slot of limit at a time, from multiple options. 

Once you make a purchase of credits specific to a feature, you can check all your previous transactions and history of credits consumption of the same feature. To do so, click on History present on the top right of each card. In the new page, you can see your Free Limit and Purchased Limit. For each transaction you can view the category, date of purchase and credits purchased. 

Transactions:

Click on See Transaction to check all the purchases you've made on Exly. In the new window that opens you will see three quick filters

1. All: See all the transactions related to plans and add-ons

2. Plan purchase: See all the transactions made for plans. These include purchases made to upgrade your plan and renewing an existing plan. 

3. Add-on purchase: See all the transactions related to add-on features. These include purchases made to buy credit limits, white-label and renewing your white-label.

And that's a wrap. By bringing these options directly into the creator tool, we're not just making it more convenient for you – we're opening up a world of possibilities to tailor Exly to your unique creative process and business goals.