Skip to content
SourceLoop
Billing

Activate a subscription after the free trial

Pick a plan, check out through Polar, and keep your workspace running once the 7-day trial ends.

On this page
  1. Before you start
  2. Step 1: Open the Billing page
  3. Step 2: Pick a plan and billing cycle
  4. Step 3: Check out on Polar
  5. What you can do next

Every new SourceLoop account gets a 7-day free trial of the Professional plan, no card asked. When the trial ends, tracking pauses until you pick a plan and check out. This guide walks through the activation in three steps.

The whole flow takes around two minutes. Polar handles the payment, so the card form is theirs, not ours.

Before you start

You’ll need:

  • A SourceLoop account that’s been on a trial (you can activate before or after the trial ends, either works)
  • A payment method (credit / debit card, or whatever Polar supports in your region)
  • A rough idea of which plan you want, see Pricing and plans for the breakdown

Step 1: Open the Billing page

  1. Sign in to SourceLoop.
  2. Click Settings in the bottom of the left sidebar.
SourceLoop Home page with the Settings entry in the left sidebar highlighted
  1. Inside Settings, click Billing under the Organization group.
SourceLoop Settings Billing page with Subscription and Billing section, Manage Subscription button, and Essential, Professional, Business plan cards

The page shows your current subscription state (during a trial, you’ll see a banner that the trial is active and when it ends) and three plan cards: Essential, Professional, Business.

Step 2: Pick a plan and billing cycle

  1. Toggle Monthly billing or Annual billing at the top of the plan cards. Annual saves 25%.
  2. Scan the three plan cards. For a recap of what’s included on each, see Pricing and plans.
  3. Click Get Started on the plan you want.

You’re redirected to Polar with the plan and billing cycle pre-filled.

Step 3: Check out on Polar

Polar opens in a new page with your plan and total pre-filled.

  1. Enter your billing email (defaults to your SourceLoop email; you can change it).
  2. Enter your card details.
  3. For business customers in the EU / UK, enter your VAT number to reverse-charge tax.
  4. Click Subscribe.

Polar processes the payment, emails you a receipt, and redirects you back to SourceLoop. Your subscription is Active the moment you land back in the app, no waiting, no manual confirmation step.

If you were past your trial, tracking resumes immediately. New page views, conversions, and integrations all start firing again.

What you can do next

  • Manage your subscription (update card, see invoices, cancel) — click Manage Subscription on the Billing page. It takes you to the Polar customer portal. See Update your payment method for details.
  • Switch plans later — Upgrade or Downgrade buttons on the Billing page change the plan in one click. See Change your plan.
  • Bring in your team — Settings -> Team. See Invite team members.

If anything went wrong at checkout (declined card, region-restriction, etc.), email [email protected] with the exact error message from Polar and we’ll help sort it.

Frequently asked questions

  1. Will SourceLoop auto-charge me when my trial ends?

    No. SourceLoop never charges a card you haven't entered. The trial ends, tracking pauses, and your data is preserved. To resume tracking, you actively pick a plan and check out via Polar.

  2. What happens to my data if I don't activate by the time the trial ends?

    Everything you've collected stays in your workspace, contacts, journeys, conversions, integrations, dashboards. Nothing is deleted. The only thing that pauses is new tracking. Once you activate, capture resumes immediately on your next page load.

  3. How long do I have to activate?

    Indefinitely. Your trial workspace doesn't expire just because the trial does. You can come back weeks or months later, pick a plan, and pick up where you left off.

  4. Why Polar instead of just collecting cards directly?

    Polar is our merchant of record. They handle VAT/sales-tax compliance, payment processing across countries, fraud detection, and invoices. Using a merchant of record means SourceLoop doesn't store your card details and you get a tax-compliant invoice for every charge automatically.

  5. Do I need to re-install the tracking pixel after activating?

    No. The pixel keeps the same install across trial and paid. It paused during the trial-ended state and starts capturing again the moment your subscription is active.

  6. Can I switch billing cycle (monthly vs annual) at checkout?

    Yes. On the billing page in SourceLoop, toggle **Monthly billing** or **Annual billing** before clicking Get Started. Whatever you pick is what Polar pre-fills on the checkout. You can change it later by switching to a different plan, see [Change your plan](/help/change-your-plan/).

Track every conversion to its true source

Capture and send full attribution data from every signup, lead, booking, and sale to your CRM and ad platforms, so you know exactly what's driving revenue.

Without SourceLoop

Untagged

Kayden Floyd

kayden@abc.com

  • SourceUnknown
  • MediumUnknown
  • CampaignUnknown
  • Landing pageUnknown
Journey
No touchpoints captured

With SourceLoop

Auto-tagged

Kayden Floyd

kayden@abc.com · Acme Co.

  • Channel Paid Social
  • CampaignFree_demo
  • Landing page/pricing
Journey
Synced to HubSpot Google Ads Meta