Downgrade or Cancel Your Account

Looking to cancel, downgrade, or delete your SurveyGizmo account? The steps to do so are a bit different depending on your account type. Select your account type below for more info.

Account Administrator access is required to make account and subscription changes.

Note: If you are planning on deleting your SurveyGizmo account, we recommend first downgrading the account to a Free plan to avoid further charges (in the event that your account is up for renewal) while the deletion is processed.

 I have an SurveyGizmo Consumer Edition account that I wish to downgrade to a lower plan.

If you have one of our new SurveyGizmo Consumer Edition accounts (created on or after January 17, 2017) and you wish to move to a lower license, you can do so by following these steps.

  1. Click Account > Summary > Account Overview. Once there, you will see your current license details.
  2. To downgrade to a lower license level, click the Upgrade or Downgrade you Plan link in the Common Account Actions section.Downgrade Your Plan
  3. On the next screen, you will see Your Current Plan and will have the option to choose a lower or higher plan level. To downgrade your account, select a lower plan level by clicking the associated Select Plan button. Next, you will proceed to Secure Checkout.
  4. Within the Credit Card Information section, select to use a card on file or input a new card (this will be your new default card). Click Next to proceed.
  5. Update your Billing Information if needed. Click Next to review your order and complete your purchase.
  6. The Review screen will provide you with the payment details. Keep in mind that if you have multiple users on your Individual Account, your downgraded account will show pricing for all users (including any applicable tax). For example, if you have 5 users on your Adventurer License and downgrade to an Explorer License ($300 annually), you will see a subtotal of $1,500 ($300 x 5 users).
  7. Make sure to click the Complete Your Order button to purchase your new plan.

 I have an SurveyGizmo Consumer Edition account that I wish to downgrade to the Scout (free) plan.

If you have one of our new Individual Accounts (created on or after January 17, 2017) and you wish to downgrade to free, you can do so by following these steps.

  1. Go to Account > Summary > Account Overview. Once there, you will see your current license details.
  2. To downgrade to the Scout License (free), click the Upgrade or Downgrade you Plan link in the Common Account Actions section.Downgrade Your Plan
  3. You will be taken to the Upgrade Your Account page. Scroll to the bottom of the page click the Select the Scout License link.
    Select the Free Plan
  4. Read the details about downgrading to free carefully; make sure to note the limitations of the Scout License. Check the I read everything above, and I still want to downgrade box before clicking the Downgrade to Scout button.Downgrade to Free
  5. When you downgrade, your account will immediately change to a free account and you will not be charged going forward. We do not offer to process refunds for unused time on annual subscriptions, as such we recommend that these downgrades are made at the end of your subscription.

It is important to understand how the limitations the free plan will be imposed on your formerly paid account.

Scout (free) Account Limitations

How these limitations are imposed on your formerly paid account

  • When you downgrade to the Free Plan you will lose many features associated with a paid account and any surveys using those features may not work correctly. That includes custom branding and themes, all logic and actions, and any advanced reports. We recommend you first close any surveys still taking responses to avoid any unwanted consequences from downgrading. 
  • If you decide to upgrade back to a paid plan your active surveys will revert back to their current state. That means that custom themes, actions and logic, and all of your share options will be live again.
    • With respect to the page limit, this will not be imposed on your existing surveys.
    • With respect to the question type limitations, these will not be imposed on your existing surveys.
  • With respect to responses, when you downgrade to free all your existing responses will be saved and available for reporting and exporting. You'll be able to collect an additional 100 responses once you convert to the free plan.

 I have an SurveyGizmo Consumer Edition account that I wish to delete/cancel

To permanently delete/cancel your account, follow these steps.

  1. Click Account > Summary > Account Overview. Under the Common Account Actions section, click the Cancel Account link.Cancel Your Account
  2. You will then see a confirmation screen (we really want to make sure you mean to delete it) where you'll need to type 'delete' and then click the Yes, Delete my Account and All Data button. This is truly the point of no return.Confirm Account Deletion

 I have a SurveyGizmo Enterprise account that I wish to downgrade or delete/cancel

Note: These options require an Account Administrator.

To downgrade or permanently delete/cancel your new Enterprise Account (created on or after January 17, 2017), go to Account > Summary > Account Overview and click the Upgrade Account* button. You will be prompted to fill out a brief form where you can provide details of your request. Your Account Manager will then reach out to you to assist!

You can also reach out to your Account Manager directly regarding account deletion/cancellation.

*You may notice that the text of the button reads Upgrade Account, but this is still a good option for getting in touch with your Account Manager.

 I have a Legacy Plan (accounts created prior to January 17, 2017) that I wish to convert, downgrade, or delete/cancel

 Converting a Legacy Plan to a License-Based Plan

To convert your legacy plan to a new license-based plan, follow these steps.

  1. Click Account > Summary > Account Overview
  2. For single-user legacy accounts, click Upgrade Account/Choose Plan button or use the Upgrade or Downgrade your Plan link in the Common Account Actions side panel.

    For Multi-User Legacy Accounts, click Upgrade Account to contact our Sales Team and discuss your options for converting.
  3. You will be presented with all available plan options and the licensed plan most comparable to your previous legacy plan will be selected by default. Here, you can also toggle between monthly and annual pricing.
    See Monthly/Annual PricingTo go with the suggested plan, click the associated Continue button. Otherwise, you can choose one of the other available plans by clicking the corresponding Select Plan button. 
  4. After selecting a plan, you will go to the Secure Checkout page to complete your transaction.
  5. Within the Credit Card Information section, select to use a card on file or input a new card (this will be your new default card). Click Next to proceed.
  6. Update your Billing Information if needed. Click Next to review your order and complete your purchase.
  7. The Review screen will provide you with the payment details including any applicable tax.
  8. Make sure to click the Complete Your Order button to purchase your new plan.

 Downgrading to a Free Plan account from a Legacy Plan

If you wish to downgrade to a Free account, follow these steps.

  1. Go to  Account > Summary > Account Overview.
  2. Select the option to Upgrade or Downgrade your Plan, located in the Common Account Actions section on the right.
  3. On the next page, scroll to the bottom and click the Select the Scout License link.
    Select the Free Plan
  4. Read the details about downgrading to free carefully. Check the box to certify I read everything above, and I still want to downgrade and click Downgrade to Scout to confirm.
    Downgrade Legacy Account to Scout (Free) License

When you downgrade, your account will immediately change to a free account and you will not be charged going forward. Because your previous account was on a Legacy plan level, this plan level will not be available to be selected in the future. You will only be allowed to switch back to SurveyGizmo's new levels.

It is important to understand how the limitations the free plan will be imposed on your formerly paid account.

Scout (free) Account Limitations

How these limitations are imposed on your formerly paid account

  • When you downgrade to the Free Plan you will lose many features associated with a paid account and any surveys using those features may not work correctly. That includes custom branding and themes, all logic and actions, and any advanced reports. We recommend you first close any surveys still taking responses to avoid any unwanted consequences from downgrading. 
  • If you decide to upgrade back to a paid plan your active surveys will revert back to their current state. That means that custom themes, actions and logic, and all of your share options will be live again.
    • With respect to the page limit, this will not be imposed on your existing surveys.
    • With respect to the question type limitations, these will not be imposed on your existing surveys.
  • With respect to responses, when you downgrade to free all your existing responses will be saved and available for reporting and exporting. You'll be able to collect an additional 100 responses once you convert to the free plan.

 Delete/Cancel a Legacy Plan

To permanently delete/cancel a Legacy Individual Plan account (created prior to January 17, 2017), follow these steps.

  1. Click Account > Summary > Account Overview. Click the Cancel Account link in the Common Account Actions section in the right portion of the screen.
  2. You will then see a confirmation screen (we really want to make sure you mean to delete it) where you'll need to type 'delete' and then click the Yes, Delete my Account and All Data button. This is truly the point of no return.
    Delete/Cancel Legacy Individual Account

 Making account changes to Legacy Enterprise plan (Created before January 17, 2017)

Note: These options are available to Account Administrators.

To downgrade or delete your Legacy Enterprise Plan, follow these steps.

  1. Access Account > Summary > Account Overview.
  2. Click on the Upgrade Account button in the middle of the page, at which point you will be asked to fill out a brief request form. Your Account Manager will then reach out to you to assist!

If you are considering downgrading to the Scout (free) plan it is important to understand how the limitations the free plan will be imposed on your formerly paid account.

Scout (free) Account Limitations

How these limitations are imposed on your formerly paid account

  • When you downgrade to the Free Plan you will lose many features associated with a paid account and any surveys using those features may not work correctly. That includes custom branding and themes, all logic and actions, and any advanced reports. We recommend you first close any surveys still taking responses to avoid any unwanted consequences from downgrading. 
  • If you decide to upgrade back to a paid plan your active surveys will revert back to their current state. That means that custom themes, actions and logic, and all of your share options will be live again.
    • With respect to the page limit, this will not be imposed on your existing surveys.
    • With respect to the question type limitations, these will not be imposed on your existing surveys.
  • With respect to responses, when you downgrade to free all your existing responses will be saved and available for reporting and exporting. You'll be able to collect an additional 100 responses once you convert to the free plan.

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