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Overview

Plans are packaged product offerings that combine monetizable features, bill customers at fixed intervals (e.g. monthly or annually), and support trials or dynamic pricing models. With Metrifox, product managers and growth teams can manage plans, pricing, trial configurations, and included features without requiring engineering changes. Each plan’s functionality is governed by a set of features and their configuration, known in Metrifox as entitlements. Once launched, plans are rendered in customer-facing pricing tables using Metrifox’s SDKs.

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Creating a Plan

  • Navigate to Catalog → Offerings
  • On the Offering page, navigate to Plans
  • Click “Create Plan”
  • Select the Product from the dropdown menu
    Why this matters: Links the plan to the correct product in your offerings
  • Define Plan Details
FieldDescriptionRecommendations
NameCustomer-facing plan nameUse clear tier names (e.g., “Starter” vs. “Enterprise”)
DescriptionInternal/external detailsHighlight key benefits for customers
Plan KeyAuto-generated unique identifierCustomize if needed (e.g., starter_2024)
Customer VisibilityToggle to show/hide in pricingKeep off until fully configured
  • Click “Create a plan”
    New plans are saved as drafts

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Before Launching a plan

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Setting up the Plan’s Price

1

Determine the billing intervals

Choose how frequently customers are billed; One-time, weekly, monthly, quarterly, annually, or custom intervals aligned with consumption patterns. You can choose more than one billing intervals.
2

Choosing when to bill

  • In arrears (Pay-as-you-go)
    • Customers are invoiced at the end of the billing period, based on their actual usage or outcomes delivered. This approach is ideal for unpredictable or variable usage (e.g. API calls, data processed, server uptime), accumulating usage resources (usage that builds up over time. e.g. email sends, AI messages) and outcome-based models (e.g. qualified leads generated, revenue share)
  • In advance
    • Customers are invoiced at the beginning of the billing period, based on projected or committed usage, or immediately upon event ingestion. This model works best for predictable or reserved usage types, such as reserved compute capacity, committed API tiers, seats, Prepaid bundles or credits etc.
      Note: “Committed usage” refers to the total allowable usage a customer is entitled to within a billing cycle
3

Define Price

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Fixed Price

A fixed, recurring charge for access to the plan’s core features. e.g.  $99 / month
  • A plan can have only one fixed price.
  • To set it up:
    1. Specify when to bill.
    2. Enter the charge amount in your currency in each of the allowed billing intervals.
    3. Click “Add”.

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Dynamic price

Charge based on the consumption of a specific metered feature (e.g., API calls, GB of storage, AI images, qualified leads). A plan can have multiple dynamic prices.To add a dynamic price:a) Select a Feature
  • Select the metered feature you want to charge for.
  • Configure the feature to determine the quota limit, optional included free usage, reset intervals and the enforcement policy.
  • Feature doesn’t exist? Type its name and use the link in the drop-down to create it.
**b) Indicate when to bill **
  • Specify when to bill
    • In-Advance If you select In-advance billing timing, you’ll be able to enter the charge amount in your set currency in each of the previously selected billing periods.
    • In-Arrears (Pay-As-You-Go) If you selected in-arrears billing method, you can only set one billing interval per feature. Metrifox only supports Monthly, weekly and bi-weekly billing intervals for pay-as-you-go.
c) Define tiers
Dynamic pricing in Metrifox is built using Tiers, each tier has a pricing model attached to it. A single tier is a standard price while multiple tier will graduate each pricing tiers by default unless volume discount is enabled.
  • Add one or more tiers to set the price for consumed units or outcome delivered.
  • A Pricing Model is attached to each tier. Select the pricing model and optionally add more tiers if you would bucket billable units for pricing based on your pricing strategy.
    1. Per unit- customers will be charged the same price per unit.
    2. Per package - customers will be charged the same price per block of billable units.
    3. Flat- customers pay a tiered discounted price when purchasing a bulk of units.
4) Adding multiple dynamic pricing
  • After adding a dynamic pricing, click “+ Add a dynamic price” to include additional entries.
  • Repeat this step for each price you want to define.
👉 Learn more on pricing models

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Attaching Features to a Plan

Features define the functionalities, resources, values, and usage limits customers receive when they subscribe to a plan. To Add a feature:
  1. In your plan, locate the Features section.
  2. Click “Attach”.
  3. Search for and select the desired feature(s).
  4. Configure the feature based on its type (see below).
  5. Click “Done” to confirm.
Configuring Feature Types
  • Boolean Features
    • No configuration needed. Simply adding the feature grants subscribed customers access to it.
  • Metered Features
    • For features tracked by usage or outcome (e.g., API calls, storage, qualified lead).
SettingDescriptionOptions
Limit EnforcementControls what happens when a customer exceeds their limit.- Hard Limit :  Deny access upon reaching the limit. Ideal for free plans or driving upgrades. Hard limit is attributed to fixed limits.

- Soft Limit:  Allow overage. Ideal for enterprise plans to prevent disruption; usage is tracked for future billing discussions. This is attributable to unlimited limits.
Quota LimitDefines the included usage amount.- Set a numerical limit (e.g., 200).
- Leave unlimited for soft limits.
Reset PeriodHow often the usage counter resets to zero.- None: Usage accumulates indefinitely.- Recurring (e.g., Monthly): Automatically resets (e.g., “100 API calls per month”).
CarryoversRollover unused usage to subsequent billing periods.Metrifox currently only supports carry over to next billing cycle.

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Inheriting Entitlements from Other Plans

Metrifox supports plan inheritance, allowing admins to streamline entitlement management across multiple plans. When inheritance is enabled:
  • The child plan automatically includes all entitlements from its base plan.
  • Any updates to the base plan’s entitlements are propagated instantly to the child plan.
  • This enforces a Good–Better–Best model without manual duplication or maintenance overhead.
This approach simplifies tiered packaging and ensures consistency across pricing plans. How to Set Up Plan Inheritance
  1. Navigate to the Features section of the selected plan
  2. Locate the “Everything in”
  3. Select the plan you want to inherit the features.

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Overriding Inherited feature configurations

When a plan inherits from a base plan, you can override specific feature configuration in the child plan.
  1. In the Features section on the plan page, click “Attach” to add the same feature and follow the prompt.
  2. Click “Done”
An overridden feature configuration will be struck out and blurred out in the Metrifox UI, reflecting that it is no more useful, the new, overriding value will be displayed prominently. Boolean features cannot be overridden.

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Displaying Features

  • Control Visibility: Click the ⋮menu  → “Toggle on/off visibility” to hide a feature from public pricing tables.
  • **Customize Display Text: **You can override the auto-generated text, click the ⋮menu  → “Edit display text ” (e.g., change “100 API calls” to “100 Requests/Mo”).
Removing a Feature from a plan
  • Click the ⋮menu  on the feature row and select “Remove”. Confirm the action.
👉 Learn more on features

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Attach Add-on to Plan

Connect an add-on to plans to make it available to be bought together.
  1. In your plan, locate the Add-ons section.
  2. Click Attach Add-On 
  3. Search for and select the desired add-on(s).
  4. Configure attachment settings:
    • Mandatory: Automatically added to the order; customer cannot remove.
    • Optional: Customer can choose to add it.
    • Visibility: Control whether the add-on is visible to customers or admin-only.
  5. Save the attachment. 👉 Learn more on add-ons

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Attach One-time Fee to Plan

Attaching a fee to a plan tells Metrifox when to apply the charge.
  1. In your plan, locate the One-time Fees section.
  2. Click Attach a One-Time Fee.
  3. Search for and select the desired fee.
  4. Configure the Trigger: This defines when the charge is applied.
    • Upon First Purchase: The fee is charged only the first time a customer checks out with this offering. Ideal for one-time setup fees.
      Example: A $50 setup fee is charged on the initial signup. If the customer cancels and resubscribes later, they are not charged again.
    • On Every Purchase: The fee is charged every time a customer checks out with this offering. Ideal for fees like shipping or handling.
      Example: A $10 shipping fee is charged every time a customer purchases a physical add-on.
  5. Save the attachment. 👉 Learn more on one-time fees

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Launching Your Plan

  1. Review all configurations
  2. Click “Launch”
  3. The plan will now:
    • Appear in pricing tables
    • Be available for subscriptions