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.
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.
Enter a name for your new offer (for coupons, this may appear on receipts and invoices).
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 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.
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.
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.
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 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 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.
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.
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 billing platform.
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 billing platform.
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 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.
In the Offer modal section, you can customize the following fields to control the appearance and content of your offer:
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.
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.
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Learn how by booking a demo with one of our retention experts today.