Creating an offer

With ProsperStack you can present a variety of different offers to your customers to entice them to remain with you. Most offer types, with the exception of the Custom type, are automatically applied to the customer's subscription via your connected subscription platform.

To create an offer, click Offers in the left navigation and then the Create an offer button. Offers can also be created when adding or editing offer rules.

Offer types

The first step when creating an offer is to choose a type. The offer types available depend on your connected subscription platform and can include Coupon, Change plan, Trial extension, Pause subscription, Modify subscription and Custom. Refer to the platform feature support reference for details on the offer types supported by your platform.

Basic details

Enter a name for your new offer (for coupons, this may appear on receipts and invoices).

Tags

Use tags to categorize your offers. Find relevent offers faster with the tag dropdown on the Offers page.

Style

Offers can be presented as a modal that pops up over your cancellation flow, or as a step within the cancellation flow.

Allow override

If you'd like your offer to be available to subscribers who have previously accepted an offer, enable the Allow override option. For more details on offer overrides, see the guide on advanced offer scenarios.

Coupon

Coupon offers are a discount applied to the customer's subscription. When you create a coupon in ProsperStack, you can either use a coupon that you've already created in your subscription platform or you can have ProsperStack create a new one for you.

To create a new coupon in your subscription platform, select Create new coupon, or to use a coupon you've already created, select Use existing coupon.

If you're creating a new coupon, fill in the details of the coupon, including discount amount and duration. If you're using an existing coupon, the coupon details will be prefilled automatically.

Choose a subscription or customer coupon

If supported by your subscription platform, you can choose whether the coupon should be applied to just the subscription that is being canceled or the entire customer. In most situations, we recommend choosing Subscription, but if you'd like the coupon to be applied to all of the customer's subscriptions, select Customer.

Replacing other active coupons

By default, a coupon offer will not be presented to a canceling subscriber if the subscriber already has an active coupon. If you'd like your new coupon to replace any other coupons the subscriber may have active, you can enable the Replace coupons option.

Change plan

Change plan offers will switch the customer to a new pricing plan as an alternative to canceling.

Select the plan the offer should switch a customer to from your list of available billing plans. When a change plan offer is accepted, the subscriber will be immediately switched to the new plan in your subscription platform automatically.

If you'd like the customer to be billed for any prorated charges or credits when the plan is switched, toggle the Apply prorated charges or credits option.

Applying a coupon to the new plan

You can also apply a coupon to the new plan by selecting one of your existing coupon offers in the Additional coupon offer section.

The selected coupon will be automatically applied when the change plan offer is accepted by a customer.

Modify subscription

Modify subscription offers can make changes to the customer's subscription such as adding or removing line items or add-ons.

If your subscription platform supports multiple subscription line items (i.e. multiple plans per subscription), you can select plans to add to the subscription as well as plans to remove.

If your platform supports add-ons, you can select add-ons to add or remove from the subscription.

With the Modify at option, you can choose to apply the changes immediately or at the end of the customer's billing period.

You can also choose whether or not the customer will be billed for any prorated charges or credits with the Apply prorated charges or credits option. This option is only available when the modification is set to apply immediately.

When a modify subscription offer is accepted, ProsperStack will apply the changes to the subscription automatically.

Trial extension

Trial extension offers will extend the customer's trial by a fixed amount of days.

Enter the number of days you'd like the offer to extend a customer's trial for. When the offer is accepted, the customer's trial period will be automatically extended in your subscription platform.

Pause subscription

Pause subscription offers will pause the customer's subscription (halt payments) for a fixed period of time. A pause subscription offer can pause the customer's subscription for a preset period of time or allow the customer to select from up to three duration options.

Enter the pause duration (days, weeks, months or indefinitely). Click Add option to add another pause duration option. You can create up to three options for the customer to select between.

When adding multiple options, the text of each option can be customized.

When a pause subscription offer is accepted, the customer's subscription will be automatically paused for the selected duration in your subscription platform.

Choose when to pause the subscription

If supported by your subscription platform, you can choose to either pause subscriptions immediately or at the end of the customer's billing period.

Product swap

Product swap offers allow customers to choose a different product instead of canceling.

When creating the offer, select whether to display any available products or specific products. When specifying products, you may also choose which product variants are made available.

Note for Bold integrations: The "any available" option will present products from within a subscription group, based on the customer's current product.

Custom

Custom offers allow you to create unique ways to incentivize your customers to stay. Implement custom logic in your application to take action when they are accepted.

Customizing the offer appearance

In the Offer modal section, you can customize the following fields to control the appearance and content of your offer:

• Banner — Show a "Special Offer" banner with the offer
• Headline — The heading text that appears at the top of the offer
• Image — An image to display in the offer body
• Content — Rich text content to display in the offer body
• Button text — Customize the text of the Accept offer button

Using images in offers

Use images in your offer content to present a customized message that matches your brand.

When using an image in your offer, the Headline and Content fields are optional.

Custom branding

For more advanced control of offer appearance, you can use custom CSS to completely change the look and feel to match your brand. Learn more about using custom CSS.

Languages & translations

Support for languages & translations is included in the Enterprise plan.