Skip to main content

Introduction

ProsperStack is a customer retention platform for subscription businesses in SaaS, digital media and ecommerce. It helps teams measure, test and optimize retention performance.

This documentation describes how to implement, set up and use ProsperStack. Core sections explain how to build cancellation experiences, target interventions, collect feedback and measure results. Winback campaigns, revenue recovery and conversion incentives, along with the technical implementation details, are also available.

Get individualized help from AI

Ask your preferred AI assistant to use the ProsperStack documentation index for guidance tailored to your setup. Include relevant subscription platform and integration details, but don't share API keys or other sensitive information.

Overview​

  • Getting started — Plan your implementation, connect integrations, build, test and launch.
  • Cancellation flows — Configure your cancellation experience, collect exit feedback, present alternatives to cancellation, measure outcomes and test improvements.
  • Offers — Create incentives and optimize performance with A/B tests and Autopilot.
  • Customer segmentation — Use subscription, CRM/CDP and custom data to target flows, steps and offers to distinct customer groups.
  • Sessions — Review individual cancellation sessions, including answers, presented offers and cancellation outcomes.
  • Insights — Analyze retention, retained revenue, offers, deflections and customer feedback across flows and segments.
  • Automations — Coordinate event-based workflows for use cases such as winback campaigns and failed payment recovery.
  • Conversion — Create and measure targeted incentives for trial and freemium users.
  • Customer portal — Configure a hosted, self-service subscription management portal for your subscribers.
  • Subscription platforms — Connect your subscription platform and reference platform-specific details.
  • Integrations — Connect ProsperStack to CRM/CDP, messaging, analytics, customer engagement and compatible AI tools.
  • For developers — Embed flows, test implementations, customize styling and work with APIs, webhooks and data connectors.

AI access via MCP​

Set up MCP access to allow AI tools like Claude, ChatGPT and Gemini to analyze retention data in ProsperStack and set up flows, offers, segments and more.

First steps​

Refer to the Getting started guide to plan your implementation, connect your subscription platform, build and test your first cancellation flow, and coordinate launch.