Custom & hidden plans

While standard public plans form the foundation of your pricing strategy, Mantle gives you powerful tools to create specialized plans for specific scenarios. Whether you’re crafting custom solutions for enterprise clients or testing new pricing tiers, you have the flexibility to design plans that meet specific business needs.

Types of specialized plans

Mantle supports several specialized plan types, each serving different business purposes:

1. Custom plans
   • Tailored for specific customers
   • Modified versions of standard plans
   • Special pricing or feature combinations
2. Hidden plans
   • Not publicly visible
   • Used for testing or specific segments
   • Perfect for beta features

Custom plans

Custom plans let you create tailored solutions for specific customers without affecting your public pricing structure. Perfect for:

• Enterprise customers needing specific feature combinations
• Strategic partners requiring special pricing
• High-value customers with unique requirements

Creating a custom plan

1. Navigate to Plans in your Mantle dashboard
2. Click Add Plan
3. Select “Custom” as the plan type
4. Configure your plan details:
   • Set custom pricing
   • Select features
   • Define usage limits
   • Add customer-specific terms

Managing custom plans

• Track custom plan performance separately from standard plans
• Monitor usage patterns to inform future pricing strategies
• Use insights to refine your standard plan offerings

Hidden plans

Hidden plans give you a way to test pricing strategies or create special offers without displaying them publicly. Use them for:

• Beta testing new features
• Running controlled pricing experiments
• Creating invite-only tiers

Setting up hidden plans

1. Create a new plan as normal
2. In the visibility settings, select “Hidden”
3. The plan will only be visible to:
   • Your team in Mantle
   • Customers you specifically grant access
   • API calls that include the plan ID

Best practices

• Use clear internal naming conventions
• Document the purpose of each hidden plan
• Regularly review hidden plan performance
• Clean up unused hidden plans

Merging plans

Sometimes you’ll need to combine multiple plans or transition customers between plans. Mantle makes this process straightforward:

When to merge plans

• Consolidating similar tiers
• Upgrading legacy plans
• Simplifying your pricing structure
• Moving customers to new feature sets

Merging process

1. Identify the plans to merge
2. Select a target plan for customers
3. Choose your merge strategy:
   • Immediate transition
   • Gradual migration
   • Optional upgrade path

Best practices

• Communicate changes clearly to affected customers
• Consider legacy clauses for existing customers
• Monitor customer response to plan changes
• Plan for support inquiries during transitions

Remember: While specialized plans offer great flexibility, too many variants can become difficult to manage. Use these tools strategically to meet specific business needs while maintaining a clear, sustainable pricing structure.