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Wapto documentation

Manage Plans & SaaS Monetization

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SaaS Plan Monetization

The **Manage Plans** module is the core engine for SaaS monetization on the Wapto platform. This feature empowers administrators to architect diverse subscription tiers, control resource allocation, and manage revenue streams through flexible pricing and feature-based access control.

Monetization Control
Define custom pricing, billing cycles, and tax rates for global scalability.
Granular Access
Toggle high-value capabilities like API access, Webhooks, and AI Agents per plan.
Resource Quotas
Set precise limits on contacts, campaigns, and chatbot flows to protect infrastructure.

2. Manage Plans Dashboard

The primary interface provides a comparative overview of all active and inactive subscription offerings. Administrators can monitor performance at a glance and perform rapid adjustments.


  • Plan Catalog: Comprehensive list of all created tiers (Starter, Pro, Enterprise).
  • Administrative Actions: Real-time options to Create, Edit, or Delete subscription models.
  • Free Trial Logic: Toggle-based implementation of trial periods to improve user conversion.
  • Limit Transparency: Visible resource caps for every listed plan.

3. Creating a New Plan

Initiating a new subscription tier is handled via the "Add New" button. This opens a granular multi-section configuration interface.

Initiation: Click the "Add New Plan" button to launch the configuration wizard.
Basic Information: Define the Plan Name, Slug (URL-friendly), and a compelling Description.
Pricing & Billing: Set the Price, Settlement Currency, and choose from Monthly, Quarterly, or Yearly Billing Cycles.

4. Visibility & Status

Fine-tune how the plan is presented to potential subscribers and its current availability.

  • Featured Plan: Marks the plan as "Most Popular" with unique highlighting to drive conversion.
  • Active Status: A global toggle to enable/disable the plan. Inactive plans are completely hidden.
Selection Strategy

Enable the **"Featured"** badge on your mid-tier plan to nudge users away from cheaper options.

5. Usage Limits & Capabilities

This critical section defines exactly what a user gets for their subscription. It is split into **Usage Limits** (Numerical) and **Capabilities** (Feature Toggles).

Numerical Quotas
  • Contacts: Max leads allowed (0 = Unlimited).
  • Campaigns: Total blasts per cycle.
  • AI Prompts: Monthly AI usage limit.
  • Agents: Team member seats allowed.
Feature Toggles
  • REST API: External integration access.
  • Auto Replies: Automated keyword logic.
  • Analytics: ROI dashboard access.
  • Webhook: Real-time data synchronization.

6. Strategic Implementation & Case Study

Standard Creation Protocol
Initiate → Identity → Billing → Quotas → Save & Activate.
Real-World Scenario: "Pro Tier"

Admin creates a $49/mo plan, enables Featured status (Most Popular), sets Unlimited Contacts (0), and toggles API Access to Active to empower high-volume business clients.

7. Strategic Benefits
  • Uncapped Revenue: Scale through tiered pricing.
  • Resource Governance: Prevent system abuse.
  • User Experience: Clear feature tiers for users.
8. Primary Use Cases
  • Freemium Logic: Drive funnel growth with free tiers.
  • Enterprise Sales: High-ticket, high-limit custom plans.
  • Trial Periods: Conversion-optimized acquisition.
9. Best Practices

Keep pricing simple, use "Featured" badges wisely, and always audit your usage limits to ensure profitability.

Troubleshooting
Plan Hidden? Ensure "Active Status" is toggled ON.
Quota Error? Verify limit numbers (0 = Unlimited).
Pricing Sync? Refresh user session after a plan update.