What is the Save 25% Yearly offer in the menu and when can I use it?

In the first 7 days of each month, the menu offers to move your monthly or quarterly plan to yearly billing, and shows the exact price before you confirm.

Where to find it

Save 25% Yearly sits at the bottom of the left menu, under General Settings, with a small lock icon in front of it. On a phone, tap the menu button in the top left corner to open the menu first.

It only shows when the plan that pays for your store:

• is paid through TrueROAS with Stripe, not through Shopify,
• is active or in its free trial, and
• is billed every month or every 3 months.

It does not show when your plan is already billed yearly or every 6 months, or when there is no plan. It is also hidden while the menu is folded in. See How do I find pages in the menu and fold it in?.

When you can use it

Switch to yearly billing

1. Click Save 25% Yearly. A window titled Go Yearly and Save 25% opens and loads your prices. A line under the title shows how much time is left this month.
2. The top of the window lists what yearly billing gives you: you lock in today's price, you pay less than with monthly billing, and yearly members get priority support.
3. If you are on the Basic plan, choose a plan under Choose your yearly plan. Basic, or Basic + CAPI if you already pay for CAPI, comes with Keep your current features. Pro, when it can be offered, comes with CAPI included, plus product insights, cost tracking and customer journeys. Each option shows its price per year. What Pro adds is explained in What is the difference between the Basic, Pro and Premium plans?.
4. Check Your new pricing. Each part of your plan shows what it costs now, after Currently, next to its new price per year. When you picked Pro, it shows TrueROAS Pro with Replaces Basic, or Replaces Basic and the CAPI add-on, instead. When there is a saving, You save shows it in percent and the amount you save per year.
5. If you are on Basic, or on the older Scale Plan, and do not have CAPI yet, you can tick Feed your true data back to the ad platforms to add it. CAPI sends your conversions straight to Meta, Google and TikTok. The box says it starts with a 14-day free trial and shows its yearly price. It is not shown when you pick Pro, which includes CAPI. See Do I need the CAPI add-on to send events to ad platforms?.
6. Read the box at the bottom, which tells you what you pay:
   • During a free trial, it starts with After your trial ends on and shows what you are billed for the year once the trial is over.
   • Otherwise, Due today: shows what you are charged right now, worked out for the time left on your current plan, and the yearly price you pay after that. If the window cannot work that amount out, it shows the full yearly price plus any tax instead.
7. Click Lock in Yearly Plan. The button reads Lock in Yearly Plan + CAPI when you ticked CAPI, and Upgrade to Pro Yearly when you picked Pro.
8. You see Successfully upgraded to yearly plan!, or You're now on Pro, billed yearly!, and the page reloads.

Pay every 3 months instead

If you are not ready for a full year, click Not right now. When you pay monthly and your plan can also be billed every 3 months, the window can change to Save with Quarterly Billing, with Not ready for a full year? Quarterly billing still saves you. It shows your new price per 3 months and the saving in percent.

• Click Lock in Quarterly Plan, or Lock in Quarterly Plan + CAPI when you ticked CAPI, to switch. You see Successfully upgraded to quarterly plan! and the page reloads.
• Click No thanks to close the window without changing anything.

When your plan cannot be billed every 3 months, Not right now closes the window.

Good to know

• The switch changes the plan that pays for the store, so it changes billing for the whole store. Every part of your plan listed under Your new pricing moves to the new billing period.
• The saving that applies to your plan is the one under You save in the window.
• When you tick CAPI, it is added after the switch. If it cannot be added, your new billing period still stays in place and you can add CAPI later.
• If nothing on your plan can move to yearly billing, the window closes and No upgradeable items found on your subscription. shows under the menu item. If your prices could not be loaded, Could not calculate upgrade details. Please contact support. shows there instead.
• If the switch itself fails, a red message shows in the window, for example Could not upgrade subscription. Please contact support.
• On the other days of the month, and to go back to monthly billing later, use Upgrade or Change Plan on the Billing tab. See How do I upgrade, downgrade or switch my plan to yearly billing?.
• You cannot move up to Premium from this window, and billing every 6 months is not offered here.
• How your price is worked out is explained in How is my TrueROAS price worked out?.