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 the integrated payment provider.

To create an offer, click Offers in the left navigation and then the Create an offer link. 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 available offer types when using a payment processor integration are Coupon, Change plan, Trial extension, Pause subscription and Custom.

If you're using the custom integration, the only available offer type is Custom.

Offer types

Basic details

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

Basic offer details

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 billing platform (Stripe, Chargebee, etc.) or you can have ProsperStack create a new one for you.

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

Coupon details

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 (Stripe only)

Apply coupon to subscription or subscriber

If you're using the Stripe integration, 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

Replace coupons option

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.

Change plan details

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 billing platform (Stripe, Chargebee, etc.) 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.

Trial extension

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

Trial extension details

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 billing platform.

Pause subscription

Pause subscription offers will pause the customer’s subscription (halt payments) for a fixed period of time.

Pause subscription details

Enter the pause duration (days, weeks, months or indefinitely). When a pause subscription offer is accepted, the customer's subscription will be automatically paused in your billing platform.

Choose when to pause the subscription (Chargebee only)

Pause subscription immediately or at end of billing period

If you're using the Chargebee integration, you can choose to either pause subscriptions immediately or at the end of the customer's billing period.

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

Offer modal details

Using images in offers

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

Offer image

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.

Don't let customers slip away.