Upgrading to Premium

Introduction

Customer History for WooCommerce offers a free version with powerful core features, and a Premium version with advanced capabilities for growing stores. This guide helps you understand the differences and upgrade seamlessly.

The Premium version is managed through Freemius, a trusted licensing platform used by thousands of WordPress plugin developers.

Free vs Premium Features

Free Version Includes

• Customer tracking and session monitoring
• Order history with customer context
• Search analytics and keyword tracking
• Basic statistics and charts
• Top customers by revenue
• Most viewed products and categories
• Email communication system
• Customer list with search and filters
• CSV data export

Premium Version Adds

• Conversion Funnel Visualization: Track customer journey from view to purchase
• Advanced Customer Categories: Point-based tier system (Bronze, Silver, Gold, Platinum)
• Automatic Coupon Generation: Create category-specific discount codes
• Referral System: Unique referral codes with 30-day cookie tracking
• Referral Rewards: Point-based rewards for successful referrals
• Weekly Automated Reports: Email summaries of key metrics
• Extended Analytics: 1-year data retention and comparison
• Priority Support: Faster response times from dedicated support team
• Regular Updates: Access to new features as they’re released

Pricing & Plans

Premium pricing is managed through Freemius. Typical plans include:

Single Site License

• Use on one WordPress installation
• All premium features included
• 1 year of updates and support
• Best for: Individual store owners

Multi-Site License (5 Sites)

• Use on up to 5 WordPress installations
• All premium features on each site
• 1 year of updates and support
• Best for: Agencies and multi-store owners

Unlimited License

• Use on unlimited WordPress installations
• All premium features
• Priority support
• Best for: Agencies and developers

Note: All licenses include 1 year of updates and support. After expiration, the plugin continues to work, but you won’t receive updates or support until renewal.

How to Upgrade

Step 1: Access Upgrade Options

You can upgrade directly from your WordPress admin:

1. Navigate to Customer History → Upgrade (if available)
2. Or go to Plugins → Installed Plugins
3. Find “Customer History for WooCommerce”
4. Click the Upgrade to Premium link

Alternatively, visit the plugin’s WordPress.org page and look for premium upgrade information.

Step 2: Choose Your Plan

1. Review available pricing plans
2. Select the license type (Single, 5-Site, or Unlimited)
3. Choose billing cycle (annual is typically best value)
4. Click Buy Now or Purchase

Step 3: Complete Purchase

1. Enter your billing information
2. Choose payment method (Credit card, PayPal, etc.)
3. Review order summary
4. Complete checkout
5. Save your license key (sent via email)

Step 4: Activate License

1. Copy your license key from the purchase confirmation email
2. Go to Customer History → Settings → License
3. Paste your license key
4. Click Activate License
5. Wait for confirmation message

What Happens After Upgrade

Immediate Changes

• Premium features unlock in the admin panel
• Conversion Funnel tab appears in Statistics
• Customer Categories configuration becomes available
• Referral system can be enabled
• Weekly reports can be configured
• “Premium” badge appears on your plugin listing

Data Preservation

All your existing data is preserved:

• Customer history remains intact
• Order data is unchanged
• Session history is preserved
• Search analytics continue from where they left off
• Settings remain as configured

No Downtime

The upgrade process:

• Doesn’t require reinstallation
• Doesn’t interrupt tracking
• Doesn’t delete any data
• Takes only minutes to activate

Managing Your License

Viewing License Status

1. Go to Customer History → Settings → License
2. View:
   • License key
   • Expiration date
   • Sites activated
   • License type (Single, Multi, Unlimited)

Transferring License to Another Site

1. On the OLD site: Go to License settings
2. Click Deactivate License
3. Confirm deactivation
4. On the NEW site: Install the plugin
5. Enter your license key and activate

Renewing Your License

Before expiration:

1. You’ll receive renewal reminder emails
2. Log into your Freemius account
3. Navigate to your licenses
4. Click Renew next to the expiring license
5. Complete payment

After expiration:

• Premium features continue to work
• You won’t receive plugin updates
• Support access is suspended
• Renew anytime to restore updates and support

Downgrading to Free Version

If you choose not to renew your premium license:

What Happens

• Premium features become view-only or disabled
• Core free features continue to work fully
• Existing data is preserved (not deleted)
• You can export premium data before downgrading

To Downgrade Manually

1. Go to Customer History → Settings → License
2. Click Deactivate License
3. Premium features will be disabled
4. Free features remain fully functional

Data Retention After Downgrade

• Preserved: Customer data, sessions, orders, searches
• View-Only: Conversion funnel history, referral data
• Disabled: New conversion tracking, referral code generation

Premium Support

Support Channels

Premium customers have access to:

• Priority Email Support: Faster response times
• Dedicated Support Portal: Via Freemius
• Premium Documentation: Advanced feature guides
• Feature Requests: Influence product roadmap

Response Times

• Free users: Community support, 48-72 hour response
• Premium users: Priority support, 24-hour response
• Critical issues: Same-day response for premium users

Contacting Support

1. Log into your Freemius account
2. Navigate to Support section
3. Submit a detailed support ticket
4. Include:
   • WordPress version
   • WooCommerce version
   • Plugin version
   • Description of issue
   • Steps to reproduce
   • Screenshots if applicable

Upgrade FAQ

Can I try premium before buying?

While there’s no free trial, most plans include a 30-day money-back guarantee, allowing risk-free testing of premium features.

Do I need to reinstall the plugin?

No. Simply activate your license key in the existing installation. Premium features unlock automatically.

Will I lose data during upgrade?

No. All existing data is preserved. The upgrade only unlocks additional features.

Can I upgrade from single to multi-site later?

Yes. Contact Freemius support to upgrade your license type. You’ll pay the difference in price.

What payment methods are accepted?

Freemius typically accepts credit cards, PayPal, and sometimes other regional payment methods depending on your location.

Is pricing in my local currency?

Freemius handles currency conversion automatically. Prices may be displayed in USD but charged in your local currency.

Do I get invoice receipts?

Yes. Freemius automatically emails invoices after purchase and renewal. You can also download them from your account dashboard.