Shorter Loop Help Center
HomeAPI ReferencesRelease NotesKnowledge Base
HomeAPI ReferencesRelease NotesKnowledge Base
Sign In
  1. Billing & plan management
  • Shorter Loop Help Center
  • Gettting Started
    • How to Get Started With Shorter Loop Easily? Shorter Loop User Onboarding Guide
  • Capabilites
    • Beyond the Double Diamond: The Ultimate End-to-End Product Management Framework with Shorter Loop
    • Discover
      • How to start with Product Discovery?
      • Product Vision
        • How do I access the Product Vision Canvas in Shorter Loop?
        • How do I create and manage personas directly from the Product Vision Canvas?
        • What are the key components of an effective Product Vision Canvas?
        • What are Connected Canvases and how do they work in Shorter Loop?
        • How do I unlink target groups from personas, and what are the implications?
        • How does the AI-powered content generation work in the Product Vision Canvas?
        • How do I define the 'Product' section of the Product Vision Canvas?
        • How do I set effective 'Business Objectives' in the Product Vision Canvas?
        • How should I structure my Vision Statement for maximum impact?
        • How do I collaborate effectively with my team using the Product Vision Canvas?
        • How do I measure the success and impact of my Product Vision Canvas?
        • How can I use colors to highlight and organize cards in the Product Vision Canvas?
      • User Persona
        • How do I access and navigate the User Persona Canvas in Shorter Loop?
        • How do I create a new User Persona from scratch?
        • How do I add and customize demographic fields for my persona?
        • What is the recommended sequence for completing persona key elements?
        • How do I create Value Propositions that address my persona's needs?
        • How do I upload attachments and research files to generate automated insights?
        • How do I share and export User Personas with my team?
        • How to create strategic opportunities from my User Persona insights?
        • How do I effectively name and organize User Personas?
      • Business Model
        • How do I access and start creating my Business Model Canvas in Shorter Loop?
        • Can I collaborate with my team on the same Business Model Canvas?
        • How does the Business Model Canvas integrate with other Shorter Loop discovery tools?
        • What's the difference between the Canvas, Notes, and Experiments tabs in the Business Model section?
        • How do I use the "+ ADD" buttons effectively to build comprehensive business model sections
        • Can I export or share my Business Model Canvas with investors and stakeholders?
        • How does Shorter Loop's Business Model Canvas help me identify new revenue opportunities?
        • What makes Shorter Loop's Business Model Canvas different from free alternatives like Strategyzer?
        • How do I connect my User Persona Canvas with the Business Model Canvas?
      • Feedback Manager
        • How do I access the Feedback Manager in Shorter Loop?
        • What is Shorter Loop's Ideas & Issues system and how does it organize feedback?
        • What does the main Feedback Manager dashboard show me?
        • How do I turn ideas and issues into actionable work items?
        • How do I disconnect or unlink work items from ideas?
        • What information can I see in the work item quick view?
        • How do I filter and sort ideas and issues?
        • How do I create new ideas and issues?
        • How does voting work in the Feedback Manager?
        • What makes Shorter Loop's connected canvas approach unique?
        • How do I manage categories and organize feedback effectively?
        • What are Collections and how do they help organize feedback?
        • How does AI-powered collection generation work?
        • How do I create custom collections manually?
        • What can I do within a collection page?
        • How do I publish and manage collection visibility?
        • How does the AI summarization feature work?
        • How do I create opportunities from collection insights?
        • How does the "Identify more opportunities" feature work?
        • What types of opportunities does the AI identify?
        • How do I convert AI-identified opportunities into actionable work item?
        • How does opportunity status tracking work in Shorter Loop?
        • How does the "Connect to work item" feature integrate with product backlogs?
        • What makes Shorter Loop's opportunity identification unique?
        • How do I manage settings for my Feedback Portal, including custom domains and categories?
        • How do I control and customize the status of Ideas and Issues in Shorter Loop?
        • How can I import existing feedback and invite users to the Feedback Portal?
        • How do I manage and utilize User Segments in Shorter Loop?
        • How to Integrate Slack with Shorter Loop?
        • How do I manage my Shorter Loop profile, connect Slack, and view my voting activity?
    • Strategize
      • Objectives
        • How do I define an experiment's hypothesis and success criteria?
        • How do I set up and track Key Results (OKRs) for an Objective?
        • How do I access the Product Strategy board to get started?
        • How do I navigate between my Objectives, Opportunities, Solutions, and Experiments?
        • What are the different ways I can view and edit the details of a strategic item?
        • How do I create my first Objective?
        • How do I set the strategic "Alignment" to show an Objective's priority?
        • How do I assign Owners and Teams to ensure accountability?
        • What are "Themes" and how can I use them to organize my strategy?
        • How can I add attachments or web links for more context?
        • How do I link an Opportunity to an Objective?
        • How can I see all the work (Opportunities, Solutions, etc.) related to one Objective?
        • What is the Opportunities Map and how do I use it to visualize my strategy?
        • How can I view and manage all experiments related to an objective?
        • How do I update the status of an experiment?
        • How can I see key details like budget and due date on an experiment card?
        • How can I visually track the progress of all work related to an Objective?
        • How can my team collaborate and discuss a specific Objective?
        • How can I use the "Notes" tab for documentation?
        • How can I filter my Strategy Board to find specific items?
        • How can I see the financial upside of an Opportunity?
        • What do the "Spread" and "Intensity" metrics on an Opportunity mean?
        • How do I share or delete a strategic item?
        • How do I use Storymaps and connect my strategy to my roadmap?
  • Product Integrations
    • Jira
      • Set up 2-way Jira Sync with Shorter Loop for Epics, Features, and Stories
      • Why is Shorter Loop a more comprehensive product management solution than Jira?
      • Can feedback be linked to the original Sprint ticket from which the idea was generated?
      • Is there a way to bucketize items by status, like in progress, testing, etc.?
      • How to reopen closed work items and tickets in Shorter Loop and Jira integration?
      • If I have editor access in Shorter Loop but not in JIRA, can I still access or make changes in JIRA through Shorter Loop?
      • If I have access to JIRA but not Shorter Loop, and make changes in JIRA, will it reflect in Shorter Loop?
      • Shouldn't we categorize an issue into development only after linking it to JIRA?
      • So, if we raise an issue in Shorter Loop, will it go and become a ticket in JIRA?
      • Is it possible to see the Jira status of the work item in Shorter Loop?
      • Does the change in status in Shorter Loop make the changes in Jira?
      • How to fix Jira API token authentication issues in Shorter Loop integration?
      • Does Shorter Loop provide nesting like Jira?
      • Is there a visual way to see parent-child work items (like nesting in Jira) at once in Shorter Loop (like a board)?
      • Does Shorter Loop provide freedom to create multiple levels of hierarchy (nesting) in Product Backlog?
      • What’s the difference between nesting in Jira and Shorter Loop?
      • What changes appear in Jira if you delete any work item from Shorter Loop’s Backlog?
  • Using Shorter Loop
    • How to Create a Strategy Board in Shorter Loop?
    • How to Create a Roadmap in Shorter Loop?
    • Does Shorter Loop Support Other weight-based prioritization methods, such as customizing the weights other than effort/value, spread intensity, RICE, etc.?
    • Does Shorter Loop provide migration assistance?
    • How to apply Filters on the Roadmap?
    • How to Save or Share a Roadmap in one Click?
    • How to Build a Product Backlog?
    • Persona Canvas: Understand Your Target Users
    • How to create a Prioritization Matrix? - Shorter Loop
    • How to create a User Story Map? - Shorter Loop
    • How to Create a Document in Shorter Loop? - Shorter Loop
    • How to Collaborate on Digital Whiteboard?
    • How to Use Idea Manager in an End-to-End Product Journey?
    • How to view the version history?
    • How to Share or Delete the particular Whiteboard?
    • How to start with Product Discovery? - Shorter Loop
  • Account Settings
    • Billing & plan management
      • How to Upgrade Your Trial to an Active Plan
      • Can I change my subscription plan after the trial?
      • What happens to my product discovery data during plan changes?
      • How does seat billing work for teams?
      • Can I pause my Shorter Loop subscription?
      • What are the feature limits and restrictions for each plan?
      • How to Upgrade to a Paid Plan? - Shorter Loop
      • How to Upgrade to a Paid Plan?
    • Profile Management
      • Subscription
        • How to access Subscription Settings in Shorter Loop dashboard?
        • What information is displayed in the Subscription Summary section?
        • How to add new products to your Shorter Loop subscription?
        • How to manage users and assign roles in your Shorter Loop subscription?
        • How to view and manage your subscription plan details?
        • How to manage AI & Storage in your Shorter Loop subscription?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to change your subscription name and logo in Shorter Loop?
        • What user roles are available in Shorter Loop and what are their permissions?
        • How to update payment methods and view billing history in Shorter Loop?
        • How to upgrade or downgrade your Shorter Loop subscription plan?
        • How to remove or deactivate users from your Shorter Loop subscription?
        • What happens when you reach your AI & Storage limit in Shorter Loop?
        • What are the image requirements for profile photos in Subscription Settings?
      • Product
        • How to access Product Settings and manage product-specific configurations?
        • What information is displayed in the Product Summary section?
        • How to manage users and assign roles within a specific product?
        • How does product-level AI & Storage management work compared to subscription-level?
        • What happens when you invite new members to a product vs the subscription?
      • Team
        • How to access and navigate to team management in Shorter Loop?
        • How to create and manage teams within a product?
        • How to manage team members and assign roles within a specific team?
        • How to invite new members to a team and manage bulk operations?
        • How to delete teams and understand the impact on work items?
      • User
        • How to edit and update your user profile settings in Shorter Loop?
        • How to change your email address in Shorter Loop account settings?
        • What is the difference between Display Name and Full Name in Shorter Loop profile settings?
        • How to change your password in Shorter Loop dashboard after login?
        • How to upload and change your profile picture in Shorter Loop?
    • Team Management
      • Adding New Members to Your Shorter Loop
      • What are the different user roles in Shorter Loop and what permissions does each role have?
      • How do I invite new members to my Shorter Loop account?
      • How do I change a team member's role or permissions?
      • How do I add members to specific products in my subscription?
      • How do I manage team members within a specific team?
      • How do I view and manage all members in my account?
      • What's the difference between subscription-level and product-level member access?
      • How do I deactivate or reactivate team members?
      • Can the same person have different roles in different products or teams?
      • What happens when I invite someone who's already in my subscription to a new product or team?
      • Can a subscription member be part of multiple Shorter Loop subscriptions?
  1. Billing & plan management

What happens to my product discovery data during plan changes?

Your product discovery data is completely protected during any plan transition on the Shorter Loop product management platform. We understand that your research insights, user interviews, validation experiments, and strategic documents represent months or years of valuable work, which is why we've built our system with comprehensive data preservation guarantees.

Complete Data Protection Across All Plan Changes#

Zero Data Loss Architecture#

Enterprise-Grade Data Security: Shorter Loop's product management platform employs robust data protection protocols that ensure your product discovery insights remain intact regardless of plan changes:
Immutable Data Storage: Your product discovery research, user interviews, and validation results are stored in immutable databases that cannot be accidentally deleted during plan transitions
Real-Time Backup Systems: All product metrics, product strategy documents, and product discovery data are continuously backed up across multiple secure servers
Version History Preservation: Complete audit trails of your product discovery evolution remain accessible, including all iterations of research findings and strategic decisions
Cross-Plan Data Integrity: Our system maintains data consistency whether you're upgrading from Startup to Enterprise or downgrading between any plans

Practical Scenarios: Data During Plan Changes#

Scenario 1: Startup to Scaleup Upgrade#

Timeline: Mid-trial upgrade after discovering advanced product discovery needs
Data Impact:
Immediate Access: All existing user research and product metrics instantly available in enhanced dashboard
Historical Enhancement: Previous product discovery insights gain advanced filtering and analysis capabilities
Expanded Storage: Unlimited retention replaces 6-month limitation, preserving all historical research
Team Collaboration: Existing product strategy documents become available for enhanced team collaboration

Scenario 2: Scaleup to Startup Downgrade#

Timeline: Budget optimization requiring plan reduction
Data Impact:
Core Data Preserved: All essential product discovery insights and product metrics remain fully accessible
Advanced Features Limited: Premium analytics become read-only but historical data stays viewable

Scenario 3: Enterprise Custom Configuration#

Timeline: Large organization requiring specialized product management platform setup
Data Impact:
Migration Assistance: Dedicated team helps import existing product discovery data from legacy systems
Integration Preservation: Existing connections to other tools maintained during enterprise transition
Enhanced Security: Additional data protection measures implemented without disrupting access
The guarantee is simple:
Your product discovery data, product metrics, and product strategy documents are completely safe during any plan change on the Shorter Loop product management platform. Whether you're scaling up to access advanced research tools or optimizing costs with a smaller plan, your valuable insights remain protected, accessible, and ready to drive your product decisions.
Modified at 2025-06-24 08:46:15
Previous
Can I change my subscription plan after the trial?
Next
How does seat billing work for teams?
Built with