Subscription & Account Page


The Account Management page lets you view and manage your profile, subscription, billing, and security settings.

📝 This article applies to Managed accounts. BYO (Bring Your Own) accounts have a different account settings layout and are covered separately.

How to Access the Account Management Page

  1. Click the profile icon in the top right corner of the screen.
  2. Select Account Settings from the dropdown menu.

This opens the Account Management page, which displays your Account Overview at the top (Starting Credits, Available Credits, Total Credits Used, Overage Settled, Unsettled Overage, and your Current Plan) along with four tabs: Profile, Subscription, Billing & Usage, and Security.

Profile Tab

The Profile tab contains your account details and contact information.

Account Details: Displays your Account ID, Account Hash, and Member Since date. These fields are read-only.

Personal Information: Edit your First Name, Last Name, Email Address, Timezone, and Phone Number. Enter your phone with country code (e.g., +1 for US/CA, +44 for UK).

Billing Contact Information: This information appears on your invoices and is used for billing communications. Fields include Billing First Name, Billing Last Name, Billing Email, Billing Phone, Street Address, City, State/Region, Postal Code, Country, and VAT/Tax ID (optional).

Click Save Changes at the bottom right to apply any updates.

Subscription Tab

The Subscription tab shows your current plan and lets you upgrade, downgrade, or manage your subscription.

My Subscription: Displays your current active plan, the date it became active, and the billing cycle (monthly or yearly). Click the Manage dropdown to access:

  • Update Payment Method — Change your billing card on file.
  • Billing History — View past invoices and payments.
  • Cancel Subscription — Cancel your active plan.

Choose Your Plan: Below your current subscription, you can view and switch between available plans. Toggle between Monthly and Annual billing to compare options (annual billing saves 17% — the equivalent of 2 months free).

To switch plans, click the Switch to [Plan Name] button on the plan you want.

Billing & Usage Tab

The Billing & Usage tab shows your saved payment methods.

Payment Methods: Lists any cards currently on file. If you have no payment methods saved, you'll see "No payment methods on file." Click Add new billing method to add a card.

Security Tab

The Security tab lets you update your password and enable two-factor authentication.

Change Password: Enter your current password, choose a new password (a strength indicator will show how strong it is), and confirm the new password.

Two-Factor Authentication (2FA): Toggle this on to add an extra layer of security to your account.

Click Save Changes to apply your updates.

How to Cancel Your Subscription

  1. Click the profile icon in the top right corner and select Account Settings.
  2. Go to the Subscription tab.
  3. Click the Manage dropdown next to your current plan.
  4. Select Cancel Subscription.
  5. Follow the prompts to confirm the cancellation.

📝 Before cancelling, consider our Account Hibernation option — for a small monthly fee, you can pause your account and preserve all your data (contacts, tags, automations, campaigns, and broadcast history) for when you're ready to return. To set up hibernation, contact support@campaignrefinery.com.