Skip to main content

Multiple flows

Prosper planEnterprise plan

If you have multiple products or different segments of customers that require a unique cancellation flow, you can create multiple flows in ProsperStack to offer customized cancellation experiences tailored to specific customers.

Multiple flows dashboard

Creating a new flow​

To create a new cancellation flow, navigate to the Flows screen and click the Create a flow button.

Creating a new flow

Duplicating an existing flow​

On the Flows screen, find the flow you want to duplicate and click the elipsis menu, then choose Duplicate flow.

Duplicate flow

Give it a name and click Duplicate.

Routing customers to a flow​

When you have multiple flows, you can route customers to a flow based on customer segments.

To manage flow routing rules, click the Manage routes button in the Flows screen.

Flow routes

Click Add rule to start a new rule or click into an existing rule to enter editing mode.

Edit route rule

Understanding rules​

A flow route rule consists of two parts:

  • Segments — segments subdivide your customers into groups based on payment criteria like MRR, billing interval, subscription duration or plan, data from your CRM or CDP or custom data from your application or service. Learn more about creating segments.
  • Flows — the cancellation flow or flows to route a canceling subscriber to.

A rule defines which flows to route a customer to based on segments. If a customer exists in any of the specified segments, the customer matches the rule, and will be routed to one of the rule's flows.

Route rule example

In the example above, any customers in the segments "Pro plan" or "Premium plan" would be routed to the "Pro" cancellation flow.

When a rule has multiple flows, one is chosen randomly to route the customer to.

Rule evaluation​

Rules are evaluated from the top down. When a customer matches a rule, rule evaluation stops and no more rules are evaluated.

For example, in the example below, if the customer matches the first rule, they will be routed to the "Free trials" cancellation flow. The remaining rule will not be considered.

Route rule example

Default flow​

If no route rule is matched by a canceling customer (or you have not configured any route rules), the default cancellation flow will be used. You can change your default cancellation flow using the Default flow dropdown.

Select a default flow

Saving route changes​

When you save changes to your flow routing configuration, the changes will take effect immediately. Use test mode to try out changes to your flow without affecting your live cancellation experience.

Displaying a message when cancellation is prohibited​

It's not unusual to have cases where users should be prevented from cancellation. Use custom "eligibility messages" in ProsperStack to define these cases.

Eligibility messages are configured with flow routing. Click the Manage routes button on the Flows screen to access.

Eligibility messages

Click Add rule to start a new eligibility message rule or click into an existing rule to enter editing mode.

Create eligibiity message rule

Like flow routes, eligibility message are configured as a set of rules. Each rule consists of two parts: segments and messages.

Rules are evaluated from top down. If a customer matches any of the specified segments, the customer will be displayed the associated eligibility message and prevented from accessing cancellation.

Reuse an existing message or click Create message to set up new message copy.

Create/edit eligibiity message