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Creating an offer

Offers are used to incentivize customer actions. Offers can support retention, conversion, reactivation and payment recovery objectives.

To create an offer, click Offers in the left navigation and then the Create offer button.

Goal​

The first step when creating an offer is to choose a goal. The goal determines where the offer can be used, what features are available, and how success is measured.

ProsperStack supports four goals:

  • Retention - Incentivize at-risk or churning subscribers to stay
  • Conversion - Encourage free users to upgrade to a paid subscription
  • Reactivation - Re-engage former subscribers with targeted offers
  • Payment recovery - Reclaim lost revenue through targeted offers

Click the desired goal to continue.

Note

You may not see the goal step if your account does not have access to additional goal types. Contact us to learn about adding additional goals to your account.

Context​

The next step is to choose offer context. The context determines where the offer can be used.

  • Cancellation flow - Present retention offers during cancellation based on complex offer rules.
  • Conversion campaign - Show popup or banner-based offers as part of a conversion campaign.
  • Landing page - Display an offer on a dedicated page and link to it from an email automation or elsewhere.

Click the desired context to continue.

Note

Not all contexts are available for all goals. For example, the "cancellation flow" context is only available for retention offers.

Type​

ProsperStack supports a variety of common offer types, including Coupon, Change plan, Trial extension, Pause subscription, Reschedule order, Product swap, Custom and more. Which types are available depends on goal and context. Learn more about offer types.

Offer types

Click the desired type to continue creating your offer.

Basic details​

Offer details depend on the goal, context and type, but most offers require the same basic details, which are described below.

For type-specific fields, see the offer type section.

Name​

Enter a unique name for your new offer (for coupons, this may appear on receipts and invoices).

Basic offer details

Tags​

Use tags to categorize your offers. Find relevant offers faster with the tag dropdown on the Offers page. To create a new tag, type the name and click + Add.

Style​

The style option depends on offer context.

Cancellation flow​

Retention offers can be presented as a modal that pops up over your cancellation flow or as a step within the cancellation flow.

Offer style

Conversion campaign​

Conversion offers can be presented as a modal appearing in the center of the page or as a banner across the top of the page.

Offer style

Landing page​

There are no style options for landing page offers.

Time mode​

Conversion offers can be time-limited (i.e. exploding offers) or available indefinitely.

  • None — Offer is available indefinitely.
  • Fixed — Offer is available for a fixed time range, i.e. a holiday sale. Select a date range the offer will be valid for.
  • From first seen — Offer is available for a limited time after first seen. When each customer sees the offer for the first time, they will have the specified amount of time to accept the offer before it expires.

For From first seen, choose whether the offer remains available for 1 hour, 12 hours, or 24 hours after each customer first sees it.

When Fixed or From first seen is selected, toggle Show countdown timer to choose whether the remaining time is displayed to the customer. The offer's availability is still limited by the configured time even when the countdown is hidden.

Allow override​

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. See When offers are not shown for all checks that may exclude an offer after it matches a rule.

Customizing offer appearance​

In the Offer modal section, you can customize the following fields to control the appearance and content of your offer:

  • Banner — Show a "Special Offer" banner with the offer
  • Headline — The heading text that appears at the top of the offer
  • Image — An image to display in the offer body
  • Content — Rich text content to display in the offer body
  • Button text — Customize the text of the Accept offer button
Offer modal details

Use the rich content toolbar to add headings, format text or insert tags, images and video.

Using images in offers​

Use images in your offer content to present a customized message that matches your brand.

Offer image

When using an image in your offer, the Headline and Content fields are optional.

Custom branding​

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.

Confirmation modal​

For conversion campaign offers, enable Show confirmation modal to ask the customer to confirm before the offer is accepted. Configure the Content, Confirm button text, and Cancel button text that appear in the modal.

Metadata​

Use Metadata to add key-value data to an offer. When a customer accepts the offer, the metadata is returned with the flow payload. See Offer metadata for an integration example.

Pause subscription and change -frequency offers also support metadata on each individual option. Use option metadata when your application needs different data depending on which pause duration or billing frequency the customer chooses.

Languages & translations​

Support for languages & translations is included in the Enterprise plan.