What are plans?

The Entitlements Engine is built on four core components: Users, Permissions, Features, and Plans. This topic will focus on the Plans component. Plans can include a stack of features or a single feature and can be assigned to specific users or accounts. This allows creating subscription plans that cater to different user needs or to segment users to be eligible to access specific features as part of their plan.

Benefits of incorporating plans in your business model

There are several ways to effectively use plans in your account. You can create plans that incorporate multiple features, assign them to accounts, and manage trials with specific time limits. Additionally, plans can help you establish a tiered pricing model, making it easier for customers to select options that fit their needs and budget, while simplifying management on your end. The plans dashboard (located under [ENVIRONMENT] → Configurations → Entitlements → Plans) allows you to view, edit or add a new plan. Let's create your first plan.

Creating a new feature plan

To create your first plan, go to [ENVIRONMENT] → Configurations → Entitlements → Plans and perform the following steps:

1. Click the Create plan button located at the top right side of the page.
   1. Name - add the relevant name to the plan
   2. Advanced -
      1. Grant to all new accounts - This ability allows you to create an automatic trial — Upon account creation, the account will be granted the plan automatically.
      2. Indefinite or time-bound - Allowing you to limit the time the plan is assigned to the account/users. If you wish to enroll users in a trial period, you can set the trial time limitation in advance.

Once you create a plan, it's time to assign and edit features, accounts, and users.

• Assign features - add features to the Plan.
• Assign accounts—add accounts to your Plan. When an account is assigned, all users belonging to that account will be granted access to the account's plan.
• Assign users - add specific users to be included in a plan.

Creating a time-limited plan

You can manually limit the expiration of a Plan for accounts and users. This capability allows you to control users' access and grant time-bound access for different use cases. The screenshot below show how to create a time-bound plan for a specific user ([ENVIRONMENT] → Configurations → Entitlements → Users).

Advanced user targeting

Advanced targeting allows you to enroll users in a plan according to specific attributes (either Frontegg attributes, Custom attributes, or JWT attributes).

To create designated user access to plans, go to [ENVIRONMENT] → Configurations → Entitlements → Plans → Advanced Targeting → Add rule and select the attributes you wish to apply for the plan. You can add multiple rules for each plan (limitations are specified in the Plan Rule Limitations) below.

Attributes for plan targeting

The default Frontegg attributes we offer are: email (frontegg.email), email verified (frontegg.emailVerified), user Id(frontegg.userId), and tenant Id (frontegg.tenantId). These attributes are included in your drop-down attributes menu. Custom attributes can also be used in addition to Frontegg's attributes. Learn more about custom attributes in the following section.

Custom attributes

You can create custom attributes to fine-grain your users' enrollment in a plan. When creating custom attributes, the attribute Key and Value you set in your code must correlate with the text you input in the Attribute and Value/Segment fields.

JWT attributes

In addition to Custom attributes and default Frontegg attributes, you can target attributes from the user's JWT. Since we flat the jwt object, you can access its nestled properties, including arrays. For example, if you store information such as the user's date of birth as dateOfBirth, then you can target this attribute by inputting a jwt.dateOfBirth in the attribute field. **For JWT attributes, you need to use the jwt prefix. **

Plan rule limitations

When creating an advanced targeting rule for a plan, note the following limitations:

• Each environment (developing/staging/production) is limited to **100 plans **(Contact us if you need to exceed this limitation).
• Each plan can have up to 10 rules
• Each Rule is limited to 10 conditions
• The Attribute field is limited to 100 characters
• The _ Value/Segment_ field can contain up to 25 items
• Each Value/Segment is limited to 50 characters