If you downgrade your Drift account to a lower tier plan you will lose access to some features in your account. Before you downgrade, there are a few steps you can take to make sure your Drift account stays in perfect working order after it has been downgraded to another plan.

Intended Audience:

• Admin

In this article, we'll cover:

• Enterprise to Advanced Downgrade
• Advanced to Premium Downgrade

Enterprise to Advanced

If you are on the Enterprise plan you'll want to start by moving your playbooks out of their workspaces into the Default workspace.

To move a Playbook into the Default workspace click on the playbook tab and locate the playbook you need to move.

Click Move to another workspace and click DEFAULT to move your selected Playbook into the Default workspace.

Advanced to Premium

If you are downgrading from the Advanced plan to the Premium plan you will need to edit your routing rules. Advanced routing or branches (as seen in the screenshot below) are not available on the Premium plan so you will need to remove any branches from your routing rules.

You can remove your routing branch by simply hovering over the branch you wish to delete and click the trash can icon that appears when you hover over it.