Offer types
With ProsperStack you can present a variety of different offers to your customers to entice them to remain with you.
Available offer types vary by connected subscription platform. Refer to the platform feature support reference for details on the offer types supported by your platform.
Coupon
RetentionConversionReactivation
Coupon offers are a discount applied to the customer's subscription. When you create a coupon in ProsperStack, you can either use a coupon that you've already created in your subscription platform or you can have ProsperStack create a new one for you.
To create a new coupon in your subscription platform, select Create new coupon, or to use a coupon you've already created, select Use existing coupon.
If you're creating a new coupon, fill in the details of the coupon, including discount amount and duration. If you're using an existing coupon, the coupon details will be prefilled automatically.
Choose a subscription or customer coupon
If supported by your subscription platform, you can choose whether the coupon should be applied to just the subscription that is being canceled or the entire customer. In most situations, we recommend choosing Subscription, but if you'd like the coupon to be applied to all of the customer's subscriptions, select Customer.
Replacing other active coupons
By default, a coupon offer will not be presented to a canceling subscriber if the subscriber already has an active coupon. If you'd like your new coupon to replace any other coupons the subscriber may have active, you can enable the Replace coupons option.
Ending trial when accepted
When a conversion offer is accepted, by default the customer's trial will automatically end. If you prefer to have the trial continue through the original term, you can disable the "End trial" option. Note that the coupon will take effect at the end of the trial period.
Change plan
RetentionConversion
Change plan offers will switch the customer to a new pricing plan as an alternative to canceling.
Select the plan the offer should switch a customer to from your list of available billing plans. When a change plan offer is accepted, the subscriber will be immediately switched to the new plan in your subscription platform automatically.
If you'd like the customer to be billed for any prorated charges or credits when the plan is switched, toggle the Apply prorated charges or credits option.
Applying a coupon to the new plan
You can also apply a coupon to the new plan by selecting one of your existing coupon offers in the Additional coupon offer section.
The selected coupon will be automatically applied when the change plan offer is accepted by a customer.
Trial extension
RetentionConversion
Trial extension offers will extend the customer's trial by a fixed amount of days.
Enter the number of days you'd like the offer to extend a customer's trial for. When the offer is accepted, the customer's trial period will be automatically extended in your subscription platform.
Pause subscription
Retention
Pause subscription offers will pause the customer's subscription (halt payments) for a fixed period of time. A pause subscription offer can pause the customer's subscription for a preset period of time or allow the customer to select from up to three duration options.
Enter the pause duration (days, weeks, months or indefinitely). Click Add option to add another pause duration option. You can create up to three options for the customer to select between.
When adding multiple options, the text of each option can be customized.
Pause billing date options
When creating a pause offer, you can also choose how the billing date is handled during the pause:
- Do nothing (none) — Pauses payments without changing the existing billing schedule. Once the pause ends, billing resumes on the original billing dates as if no pause had occurred.
- Extend by length of pause (extend) — Shifts the next billing date forward by the length of the pause, so customers receive their full remaining prepaid time once the pause ends.
- Reset when pause ends (reset) — Starts a new billing cycle on the day the pause ends, resetting the billing schedule entirely.
Note: The extend and reset billing date options are only available with the Stripe platform integration.
How billing dates are shifted during pauses
For pauses using the extend or reset options, ProsperStack sets a trial period until the date when the subscription should resume billing. This moves the billing date forward without prorated charges and allows you to either preserve the customer's full prepaid value or start a new billing cycle, depending on the billing date option you've chosen.
Choose when to pause the subscription
If supported by your subscription platform, you can choose to either pause subscriptions immediately or at the end of the customer's billing period.
Modify subscription
Retention
Modify subscription offers can make changes to the customer's subscription such as adding or removing line items or add-ons.
If your subscription platform supports multiple subscription line items (i.e. multiple plans per subscription), you can select plans to add to the subscription as well as plans to remove.
If your platform supports add-ons, you can select add-ons to add or remove from the subscription.
With the Modify at option, you can choose to apply the changes immediately or at the end of the customer's billing period.
You can also choose whether or not the customer will be billed for any prorated charges or credits with the Apply prorated charges or credits option. This option is only available when the modification is set to apply immediately.
When a modify subscription offer is accepted, ProsperStack will apply the changes to the subscription automatically.
Reschedule order
Retention
Reschedule order offers allow customers to skip or reschedule their next order as an alternative to cancellation.
By default, customers can skip or reschedule, but rescheduling can be disabled when creating the offer.
Change frequency
Retention
Change frequency offers allow customers to modify delivery frequency based on options you configure.
Create up to three frequency options.
Product swap
Retention
Product swap offers allow customers to choose a different product instead of canceling.
When creating the offer, select whether to display any available products or specific products. When specifying products, you may also choose which product variants are made available.
Note for Bold integrations: The "any available" option will present products from within a subscription group, based on the customer's current product.
Free gift
Retention
Sweeten the deal with Free gift offers. Select a product from your catalogue to offer as a complimentary perk.
Purchase
Conversion
Use a Purchase offer to present a one-time purchase to your users, such as a data migration or additional usage credits.
Specify a product and plan from your catalogue. Only one-time products/plans are available.
Custom
RetentionConversionReactivation
Custom offers allow you to create unique ways to incentivize your customers to stay. Implement custom logic in your application to take action when they are accepted.