Clay Icon

How to Temporarily Hold Your Account Without Losing Templates

ยท
ยท

Thinking of putting my account on hold for a month or two. Wondering if there's a way I can not lose all my templates?

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    If you need to pause your subscription, you can cancel your plan and your workspace will automatically move to a free plan at the end of your billing cycle. You'll maintain access to your workspace and all the tables you've created.To ensure you can easily recreate your work later, you can share your tables as templates before downgrading: 1. Go to your tables and click the "Actions" button 2. Select "Share as template" 3. Click "Turn on sharing" 4. Copy the public link for each table you want to preserveWhen sharing as a template, only the table structure and 1 row of data will be shared, allowing you to recreate your workflows when you reactivate your subscription. Source: Share table as a template

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!

  • Avatar of Michael R.
    Michael R.
    ยท
    ยท

    what does the free plan allow me to do?

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    Hi Michael, thanks for reaching out. Taking a look at this now!

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    If you decide to downgrade your plan, you will retain all the templates currently set up in your workspace. However, you will lose access to certain features tied to your current usage tier, including your batch of credits, which will not roll over. Are you currently on the Starter, Explorer, or Pro plan?

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Hi Michael R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: