Customizing the flow

The cancellation flow is a series of steps that walk your customer through the cancellation process, which may be your last chance to leave a good impression, gather vital product experience feedback, and even retain a customer with a special offer. Since each business is unique, the flow has a number of customization options and step types.

To start customizing the flow, click “Flow” in the left navigation.

Flow page

The main Flow page displays navigation to edit each step in the flow as well as a few high-level options.

Options

  • Cancel Subscriptions - Automatically cancel subscriptions in the connected payment processor (not available with a “Custom” integration).
  • Logo - Display your logo in the flow.

Step types

Each step in the cancellation flow serves a unique purpose. Pick from the available step types when designing the right flow for your business.

Flow steps

Click a step from the Flow page to customize the step in the flow editor.

Acknowledgements

Acknowledgements are statements the customer must accept before completing cancellation and are represented by checkboxes.

Acknowledgements

Use acknowledgements to clarify what will happen when the cancellation is complete, such as billing details, the effective date of cancellation or loss of data that will result.

Survey questions

Knowing why your customers leave can provide vital insight into your business. By default, two questions make up the exit survey: the multiple-choice “primary reason for leaving” question and an open-ended text box. To get you started, the “reason for leaving” question is pre-populated with the most common options seen across cancellation flows.

Add more questions based on your service's unique needs. Questions can be displayed conditionally based on customer segments or previous answers, e.g. if the customer is leaving for a competitor, you can ask which competitor.

Question responses can also be used in offer rules to determine which offers are presented to your customers. For example, a customer who complains about price might be offered a coupon, whereas a customer that had issues with support might be offered an upgrade to a better tier of support.

Offers

The “Offers” step is the final step in the cancellation flow and allows you to make a last attempt to prevent your customer from cancelling, e.g. via a coupon, trial extension or another intervention. Using segments, question responses and offer types, you can create complex rules for when to present offers and to whom. Presenting offers during cancellation covers this in detail.

Design

The design of the flow can be modified with custom CSS.

Don't let customers slip away.