Convert Legacy Account to Licensed Account

Note: These steps are available for Account Administrators only.

If you are an Account Administrator operating within a SurveyGizmo Legacy Plan, you can upgrade your account to the new plan model, but there are a few things you should be aware of.

In January, 2017, SurveyGizmo announced changes to our plans and pricing, introducing solution licenses. These licensed plans have a number of new features that are not available to legacy plans.

If you would like to access features that are available via one of these new plans, you will need to upgrade your legacy plan. Note that when you upgrade your legacy account to a new plan, you may lose or gain features (depending on the license that you choose).

Upgrade Monthly Legacy Account

To upgrade your Monthly Legacy Account, follow these steps.

  1. Navigate to Account > Summary > Account Overview. You will see the details of your current plan (number of surveys, users, and days with SurveyGizmo).
  2. If you have a legacy account, you will see the following message on your account summary page:Legacy Account Notification
  3. If you are ready to upgrade to a new plan, click the Upgrade Account button. You will be presented with the new plan most comparable to your legacy plan as well as an option to upgrade to a higher level plan. We recommend reviewing the features available on the various plan types to make sure that the license that you select will suit your needs.
    • Click the View all features link to visit our feature page for a detailed breakdown.
    • Click the Compare available plans link to view a high-level comparison of the various plan types.
  4. Once you select a plan, you can choose your subscription type. Select to pay Monthly or Annually depending on your needs.
  5. Next select your method of payment. Choose to Use Card on File or add a New Card that will become the default payment method going forward.

SurveyGizmo | Enterprise Account

If you would like to upgrade to a SurveyGizmo | Enterprise Account, follow these steps.

  1. Click the  Upgrade or Downgrade your Plan link from the Common Account Actions section.Legacy Monthly Plan - Upgrade to Team & Enterprise
  2. Click the link to Compare available plans and scroll to SurveyGizmo | Enterprise. Click the Contact Us link. You will be prompted to fill out a brief form and one of our Account Managers will reach out to assist!

Convert Retired Legacy Account

If you are using one of SurveyGizmo's retired legacy accounts, you will need to convert the legacy plan to one of SurveyGizmo new licensed plans. If this is the case, you will see a notification message within your account.

Retired Legacy Account

  1. If you are ready to convert to one of the new plans, click Choose Plan Now to get started.
  2. Click Choose a New Plan to proceed.
    Choose a New Plan
  3. SurveyGizmo will present you with the new plan that most closely resembles your legacy plan. Click Let's do it to proceed. You can also elect to upgrade to the next highest plan or browse available plans via the Compare available plans link.
    Choose Your Plan
  4.  Choose your subscription type: Monthly or Annual.
  5. Next, you will then be asked to provide payment information. Use the card on file or enter in a new credit card for payment.
  6. Click Purchase to complete the process.

Upgrade Legacy Team & Enterprise Account

To upgrade your Legacy Team & Enterprise Account, navigate to Account > Summary > Account Overview. You will see a message indicating that you are using a Legacy Account. Click Upgrade Account and you will be asked to fill out a brief form. Our Sales team will be in touch shortly to discuss your options with you.

Retired Plans

For retired legacy plans, you will see a notification banner when you log in to SurveyGizmo. Click the Contact Us link to reach out to the SurveyGizmo | Enterprise team. You will need to fill out a brief form.

Basic Standard Market Research HR Professional Full Access Reporting
Free Individual Team & Enterprise
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