Guide
Getting Started
This article is for our legacy credit card billing system. If your account has been migrated to our new billing system, please refer to this article.
Please update your credit card information in the Choozle platform to avoid future disruption of your campaigns.
Choozle bills at both the Organization Account level and the individual Advertiser Account level. Platform fees are billed to the Organization, whereas campaign fund refills and CRM fees are billed to the Advertiser.
Billing Tips
As you are launching your digital advertising campaigns, it is important to note that all campaigns and activities within the platform are all active. Meaning that when building out campaigns, there are no “test” dates or budgets. Your credit card will be charged based on the budget on the first day of the campaign.
Depending on your budget (see Campaign Budget Funding Process), your card will be charged a percentage of funds on the first day of the campaign. Even if you have no creatives in place, your card will be charged. The funds will then live in the platform until you add creatives. The campaign cannot start spending those funds until creatives are in place because you can only bid on inventory that you have ads to serve in that space.
If your campaign is archived and you unarchive and make edits to any ad groups, those ad groups will go live and charge your card at the end of each day with the funds they spent. In sum, do not make changes to archived ad groups, and if you do for whatever reason, make sure to disable all ad groups, even in the “archived” setting.
Billing Receipts
When you sign up, you’ll enter your details to create your Organization Account and any Advertiser Accounts you need. A credit card is required to activate your subscription and maintain access to the platform. You’ll be charged a prorated amount based on how many days are left in the month when you register.
Starting the following month, your Subscription Plan will renew automatically on the first of each month. The full monthly amount will be charged to your card. The account admin will also receive an email whenever a charge is made. This can serve as your receipt.
If you ever need to review your transaction history, you can head to your advertiser or organization billing settings and click “Export Transactions” from the Transactions section.
*If you're an invoiced client, please reach out to your Account Manager or contact us through the Support Center for assistance.
Need a more official receipt for your records or accounting team? Just reach out to us through the Support Center with the date and amount of the charge, and we’ll be happy to send it to you. Please note that the window for retrieving past receipts may be limited, so we recommend not waiting until the end of the year to make your request.
Campaign Balance
If you're requesting a refund for unspent campaign funds, here are a few things to keep in mind:
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Automatic Rollover: Seven days after your campaign ends or immediately after archiving any unspent campaign balance will automatically roll over to your account’s overall fund balance.
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Planning to Run More Campaigns Soon? If you’re planning to launch another campaign within the next 1–3 months, we recommend leaving the funds in your account so they’re ready to use.
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Not Running Campaigns Soon? If you don’t plan to spend again for a while, feel free to request a refund through the Support Center.
Refund Timelines:
- Once your refund is processed, the funds will be returned to the card on file within 5 to 10 business days. In some cases, if we’re unable to process the refund to your card, our team will issue a paper check, which will be mailed to you within 30 days.
Refunds & Cancellations
You may cancel your Subscription Plan by selecting the “Cancel Account” option in the account settings within the Platform. You must cancel your Subscription Plan before the end of your pre-paid period to avoid charges for the next billing cycle. If you cancel your Subscription Plan, you will lose all access, upon the expiration of your current pre-paid period, to the Choozle Platform and any data or information stored in your account. If you need any assistance through this process, please reach out to our Support Center.
If you request to cancel your account and wish to receive a refund for any unspent campaign balances, it is your responsibility to initiate the refund request. Refunds for account cancellations will be processed at the end of the month in which the cancellation/refund request is made. For example, if an account is canceled in December, the processing date will be 12/31.
Helpful Checklist Before Requesting a Refund:
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End all campaigns: We cannot initiate a refund if there are any active or paused campaigns, so please be sure to end them before requesting a refund.
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Confirm advertiser status: Please let us know if you plan to cancel the advertiser account entirely or keep it open. If you choose to keep the advertiser active, we will hold $1 on the account and refund the remaining balance.
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Confirm the refund amount: Please confirm the exact refund amount you are expecting so we can ensure accuracy when processing the refund.
Additionally, please note that we cannot transfer remaining balances between advertiser accounts, even if they are under the same organization.