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Compliance

Some jurisdictions regulate cancellation processes. To faciliate compliance, the "instant cancel" step gives subscribers an immediate option to cancel, while asking for feedback and optionally displaying a retention offer.

Opening the flow editor

Creating an instant cancel step​

Click Flows in the left navigation and then click the pencil icon to open the flow editor.

Opening the flow editor

In the flow step diagram, click the plus icon that appears before the first step and select Instant cancel. This step type must always come before all other steps.

Create instant cancel step

Give it a title and click Save.

Customizing text​

Like elsewhere in the flow, all text is customizable. Click the pencil icon next to any piece of text to start customizing.

Setting up offer rules​

You may optionally display a retention offer on the instant cancel step.

Configure offer rules for instant cancel step

Which offer to display is determined by offer rules.

Limiting to specific segments​

To display the instant cancel step only to specific customer segments, use step conditions.