Auto-refill setup: never run out of credits mid-campaign

Auto-refill watches your credit balance and tops it up automatically when it crosses a threshold you set. It is the right answer to running out of credits mid-campaign — set it once and forget about it.

What auto-refill does

Once enabled, the system watches your balance. The moment it falls to or below your chosen threshold, three things happen on their own:

1. Your saved payment method is charged.
2. Credits land in your PAYG bucket (where they never expire).
3. An in-app notification confirms what just happened.

All of this happens in the background. No manual click required.

Requirements

Before turning it on, you need a saved credit or debit card on file.

Setting it up

Step 1 — open the settings modal

Click the Auto-Refill toggle in the top-right corner of your dashboard (right next to the credit balance). If auto-refill is currently off, clicking the toggle opens the settings modal.

Step 2 — configure your preferences

Four settings drive the behaviour. Each one is bounded so you can't set anything dangerous.

Refill threshold

*"Refill when credits drop below"* — the balance level that triggers a top-up.

• Range: 1,000 to 10,000 credits
• Default: 2,000 credits

Rule of thumb: set this above your typical daily usage. If you verify around 1,500 emails per day on average, a threshold between 2,000 and 3,000 gives you a comfortable buffer.

Credits to add

*"Credits to add each time"* — pick which PAYG package to purchase when the refill triggers. The dropdown lists every standard PAYG tier with its current price. Pick a tier that covers your typical usage between refills.

Timing preference

How quickly to process the refill after the balance hits the threshold.

Balanced is the default and right for most accounts. Scheduled is useful if you want every refill on the same clock (say, 2:00 AM) — the system waits until that time even if the balance drops earlier in the day.

Monthly refill limit

*"Maximum refills per month"* — a circuit breaker against runaway charges.

• Range: 1 to 30 refills per month
• Default: 3 refills per month

When you hit your monthly cap, auto-refill disables itself for the rest of the month. You get a notification, the toggle switches off, and you can either re-enable it manually or wait for the counter to reset on the 1st of the next month.

Step 3 — confirm the preview

Before saving, the modal shows a one-line plain-language summary of your settings, for example:

Read it back to yourself before clicking save. Easy to miss a wrong setting otherwise.

Step 4 — save

Click Save Settings. The toggle in the header switches on (green indicator) and the system starts watching.

What happens when it triggers

1. You verify emails and your balance falls to or below the threshold.
2. The system schedules a refill based on your timing preference.
3. Your saved card is charged.
4. Credits land in the PAYG bucket (never expire).
5. You see a notification confirming the refill.
6. The balance updates in real time — no page refresh needed.

Monthly limit, in practice

Suppose you set the monthly limit at 3.

When the limit kicks in, you get a notification explaining why, the toggle switches off, and you can either buy credits manually for the rest of the month or re-enable auto-refill (the counter resets on the 1st).

If a payment fails

Cards fail sometimes — expirations, insufficient funds, bank declines. The system has a graduated retry schedule:

After three consecutive failures the system stops trying. Update your payment method, then re-enable auto-refill manually. A successful refill resets the failure counter back to zero.

Turning auto-refill off

Click the Auto-Refill toggle in the header and confirm. Or open the settings modal and flip the master toggle there.

Auto-refill also disables itself automatically when:

• You hit the monthly refill limit.
• A payment fails three times in a row.

Checking auto-refill status

The header toggle uses a colour to show state at a glance:

You can also see how many refills you have used this month (e.g. "2/3") in the settings modal.

Auto-refill for team accounts

If you are a team member rather than the account owner, you cannot enable or configure auto-refill. Only the owner can — and auto-refill always charges the owner's payment method, never a team member's.

Tips

Pick a sensible threshold

Too low and you might run out before the refill completes (especially on Scheduled timing). Too high and you trigger refills you do not actually need. A good rule: threshold = your average daily usage + 20% buffer.

Pick a sensible package size

Don't pick the smallest tier if you spend a lot of credits a month — you will fire refill events constantly. A larger package means fewer refill events and less per-credit cost (higher tiers come with bigger bonuses).

Start with a lower monthly cap

If this is your first time using auto-refill, set the monthly limit at 2 or 3. You can raise it once you have a feel for your actual usage pattern.

Keep your card current

Auto-refill needs a valid card. If yours expires, update it before the expiration date so refills do not pause unexpectedly.

Common questions

Can I use crypto for auto-refill?

No. Auto-refill needs a saved card. You can still buy credits manually with crypto whenever you like.

What if I am already below the threshold when I enable it?

The system triggers a refill on the schedule you picked. With Balanced (the default), the first refill processes within 1–2 minutes of enabling.

Do auto-refill credits expire?

No. Auto-refill purchases land in your PAYG bucket, which never expires.

Can I change my settings later?

Any time. Click the toggle to reopen settings, then adjust threshold, package, timing, or monthly cap.

Will I be notified when it triggers?

Yes — in-app notification immediately, and the transaction shows up in your credits history.

Quick reference

Next steps