{
 "id": "engagebay",
 "name": "EngageBay",
 "category": "marketing_sales",
 "website": "https://www.engagebay.com",
 "domains": [
  "engagebay.com",
  "help.engagebay.com"
 ],
 "summary": "The terms say to cancel by logging in, clicking your account name, then plans, then the cancel button; an email or phone request alone doesn't count. The help article also offers email or chat. Access runs to the end of the billing period. Export contacts to CSV first: user content is forfeited on termination.",
 "routes": [
  {
   "channel": "direct_web",
   "label": "In your account",
   "applies_to": "EngageBay plans billed monthly or annually",
   "who": "The account holder, logged in (the terms don't name a role)",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Log in, click your account name, then choose plans",
     "expect": null
    },
    {
     "do": "Select the cancel button",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "Cancellation takes effect immediately, but the applications keep working through the end of the current monthly billing period",
   "notice": null,
   "refund": "Annual plans only: a full refund for unused months may be issued if you ask for one, or cancel, within three days of the payment date; a 50% refund plus account credit (no expiry) may be issued if you cancel, or ask by email, within 1 month of initial purchase; no refunds once the annual plan has been active for more than two months. No monthly refund policy is stated",
   "fees": "If you terminate and it applies, you must pay the fees for the balance of the current billing period",
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s6",
    "s7",
    "s8",
    "s9",
    "s20",
    "s21",
    "s22",
    "s23"
   ]
  },
  {
   "channel": "direct_web",
   "label": "Email or chat with support",
   "applies_to": "Anyone who wants support to cancel. EngageBay's help article says to email or chat, but the terms say an email or phone request alone doesn't count as cancelling",
   "who": "The account holder",
   "method": "chat",
   "start_url": "https://help.engagebay.com/articles/cancel",
   "steps": [
    {
     "do": "Start a chat with EngageBay support, or email support, and ask to cancel your subscription",
     "expect": null
    },
    {
     "do": "Make sure the plan shows as cancelled on the plans page: the terms make you solely responsible for properly cancelling",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": null,
   "notice": null,
   "refund": null,
   "fees": null,
   "source_ids": [
    "s4",
    "s5",
    "s28"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "annual_billing",
   "what": "Yearly billing is 8% off and biennial billing is 15% off, per the all-in-one pricing page",
   "evidence": "documented",
   "source_ids": [
    "s13",
    "s14"
   ]
  },
  {
   "type": "free_plan",
   "what": "A free plan for teams of up to 15 members, with a 250-contact limit",
   "evidence": "documented",
   "source_ids": [
    "s15",
    "s16"
   ]
  },
  {
   "type": "downgrade",
   "what": "Lower the plan level: the new rate is charged from your next billing cycle, and downgrading may cost you access to some content or features",
   "evidence": "documented",
   "source_ids": [
    "s11",
    "s24"
   ]
  }
 ],
 "export": [
  {
   "data": "Contacts",
   "how": "Open Contacts, tick the contacts you want, open the bulk action menu, then choose Export to CSV",
   "format": "CSV, sent by email to the account admin or owner (the article says it can land in spam or junk)",
   "limits": "The article doesn't mention a plan requirement or a contact cap",
   "source_ids": [
    "s17",
    "s18",
    "s26"
   ]
  },
  {
   "data": "Stored account data",
   "how": "Ask EngageBay support: the terms say support may help transfer stored data on request",
   "format": null,
   "limits": "No self-serve full-account export is documented, and the terms say EngageBay has no obligation to help migrate data",
   "source_ids": [
    "s12",
    "s25"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "The end of the current monthly billing period, although cancellation takes effect immediately",
  "data_kept": "The terms give no retention period. The privacy policy says that after termination EngageBay may, unless legally prohibited, delete all customer information",
  "you_lose": [
   "All user content in the account, which is forfeited on termination",
   "Access to the applications once the billing period ends"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": null,
  "tips": [
   "The terms say an email or phone request doesn't count as cancelling: cancel on the plans page, or check it shows as cancelled after support handles it",
   "Free trials bill your card the day after the trial ends unless you cancel first",
   "Export contacts to CSV before cancelling, because user content is forfeited on termination",
   "Annual-plan refunds are tied to short windows (three days, one month); after two months there are none",
   "Upgrades and downgrades are charged at the new rate from the next billing cycle"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "You can cancel your account at any time by logging into your account, clicking on account name, then plans,",
   "supports": "the self-serve cancel path"
  },
  {
   "id": "s2",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "If you cancel the services before the end of your current paid up month, your cancellation will take effect immediately.",
   "supports": "when cancellation takes effect"
  },
  {
   "id": "s3",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "However, the ENGAGEBAY applications will remain functional through the end of your current monthly billing period.",
   "supports": "when access ends"
  },
  {
   "id": "s4",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "An email or phone request to cancel your account shall not be considered cancellation of your account",
   "supports": "email and phone requests don't count"
  },
  {
   "id": "s5",
   "url": "https://help.engagebay.com/articles/cancel",
   "title": "How do I cancel my subscription?",
   "publisher": "vendor",
   "quote": "To cancel your subscription, please send an email or initiate a chat with us.",
   "supports": "the help article's email or chat instruction"
  },
  {
   "id": "s6",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "If you terminate your use of the ENGAGEBAY services, and if applicable, you must pay the fees applicable for the balance of the then current billing period.",
   "supports": "early termination fees, where they apply"
  },
  {
   "id": "s7",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "A full refund for the unused months on the annual plan may be issued if a refund has been requested",
   "supports": "annual refund for unused months"
  },
  {
   "id": "s8",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "A 50% refund and credit towards your account with ENGAGEBAY may be issued if the annual plan is canceled",
   "supports": "partial annual refund and credit"
  },
  {
   "id": "s9",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "No refunds will be issued if the annual plan was active for more than two months.",
   "supports": "no annual refund after two months"
  },
  {
   "id": "s10",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "the forfeiture and relinquishment of all user content in your account.",
   "supports": "user content is forfeited"
  },
  {
   "id": "s11",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "For any upgrade or downgrade in plan level, your credit card will automatically be charged the new rate on your next billing cycle.",
   "supports": "plan level changes and billing"
  },
  {
   "id": "s12",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "ENGAGEBAY support may help users with the transfer of any stored data upon request.",
   "supports": "support-assisted data transfer"
  },
  {
   "id": "s13",
   "url": "https://www.engagebay.com/pricing/all-in-one",
   "title": "EngageBay pricing (all-in-one)",
   "publisher": "vendor",
   "quote": "Yearly (8% Off)",
   "supports": "the yearly discount"
  },
  {
   "id": "s14",
   "url": "https://www.engagebay.com/pricing/all-in-one",
   "title": "EngageBay pricing (all-in-one)",
   "publisher": "vendor",
   "quote": "Biennial (15% Off)",
   "supports": "the biennial discount"
  },
  {
   "id": "s15",
   "url": "https://www.engagebay.com/pricing/all-in-one",
   "title": "EngageBay pricing (all-in-one)",
   "publisher": "vendor",
   "quote": "Free for teams of up to 15 members",
   "supports": "the free plan's member limit"
  },
  {
   "id": "s16",
   "url": "https://www.engagebay.com/pricing/all-in-one",
   "title": "EngageBay pricing (all-in-one)",
   "publisher": "vendor",
   "quote": "250 Contacts",
   "supports": "the free plan's contact limit"
  },
  {
   "id": "s17",
   "url": "https://help.engagebay.com/articles/how-to-export-contacts",
   "title": "How to export contacts?",
   "publisher": "vendor",
   "quote": "Export to CSV",
   "supports": "the export option"
  },
  {
   "id": "s18",
   "url": "https://help.engagebay.com/articles/how-to-export-contacts",
   "title": "How to export contacts?",
   "publisher": "vendor",
   "quote": "An email with the CSV file will be sent to the admin/owner of the account.",
   "supports": "how the export is delivered"
  },
  {
   "id": "s19",
   "url": "https://www.engagebay.com/legal/privacy-policy",
   "title": "Privacy Policy",
   "publisher": "vendor",
   "quote": "After termination, we may, unless legally prohibited, delete all customer information",
   "supports": "deletion after termination"
  },
  {
   "id": "s20",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "or the account has been canceled within three days of the payment date.",
   "supports": "annual refund if cancelled within three days of payment"
  },
  {
   "id": "s21",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "then plans, and then selecting the cancel button.",
   "supports": "the cancel button on the plans page"
  },
  {
   "id": "s22",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "or a refund has been requested via email within 1 month of initial purchase.",
   "supports": "the one-month window for the 50% refund"
  },
  {
   "id": "s23",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "This account credit has no expiry date and can be used towards any plan with ENGAGEBAY.",
   "supports": "the credit doesn't expire"
  },
  {
   "id": "s24",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "Downgrading your services may cause you to lose access to certain content or features of your account",
   "supports": "what a downgrade can cost"
  },
  {
   "id": "s25",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "ENGAGEBAY has no obligation to migrate or provide assistance in migration of data from ENGAGEBAY.",
   "supports": "no duty to help migrate data"
  },
  {
   "id": "s26",
   "url": "https://help.engagebay.com/articles/how-to-export-contacts",
   "title": "How to export contacts?",
   "publisher": "vendor",
   "quote": "Sometimes the email gets landed in the spam/junk folder",
   "supports": "check spam for the export email"
  },
  {
   "id": "s27",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "on the day after your trial period expires for the full amount owing.",
   "supports": "trials bill the day after they end"
  },
  {
   "id": "s28",
   "url": "https://www.engagebay.com/legal/terms-of-service",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "You are solely responsible for properly canceling your account.",
   "supports": "you must make sure the cancellation went through"
  }
 ],
 "verification": {
  "level": "partial",
  "checked_on": "2026-10-08",
  "by": "stackcut-research",
  "unverified": [
   "How a cancellation is confirmed (an email or a status on the plans page) isn't documented",
   "EngageBay's help article says to cancel by email or chat, while the terms say an email or phone request doesn't count; EngageBay's pages don't reconcile the two",
   "No notice period to cancel is stated; the terms' 30-day notice applies to price changes",
   "The terms give no refund policy for monthly plans, and don't say what applies to annual plans cancelled between one and two months after purchase",
   "Whether the EngageBay mobile apps sell subscriptions through Apple or Google isn't stated",
   "No retention period for data after cancelling is given in the terms or privacy policy",
   "No nonprofit or education discount is listed on the pricing page"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-10-08",
   "result": "fixed",
   "notes": [
    "The terms do name the last step (select the cancel button); added it",
    "Corrected the annual refund rules: the 50% refund and credit applies when you cancel or ask by email within 1 month of initial purchase, and the credit doesn't expire",
    "Support route now reflects the help article (email or chat) with the terms' warning that an email or phone request alone doesn't count",
    "Added the free-trial billing rule, the downgrade caveat and the terms' no-migration-duty note",
    "Rewrote the not-confirmed notes and dropped ones the review resolved"
   ]
  }
 },
 "page": "https://stackcut.io/cancel/engagebay",
 "json": "https://stackcut.io/exits/engagebay.json",
 "evidence": {
  "packet_revision": "51bcaa82abe1b4374bfaf1ca38a0dff7f69561f4fffbe8d0cc9c1f6142a37ff3",
  "docs_checked_on": "2026-10-08",
  "last_observed_success_on": null,
  "verification": "partial",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-10-08",
   "age_days": 1,
   "stale_after_days": 30,
   "next_check_on": "2026-11-07"
  },
  "routes": [
   {
    "route_id": "engagebay--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-10-08",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-08",
     "age_days": 1,
     "stale_after_days": 30,
     "next_check_on": "2026-11-07"
    }
   },
   {
    "route_id": "engagebay--direct-web--r2",
    "channel": "direct_web",
    "checked_on": "2026-10-08",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-08",
     "age_days": 1,
     "stale_after_days": 30,
     "next_check_on": "2026-11-07"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}