Starting a session
Typically, cancellation sessions will be launched from your application or service by integrating ProsperStack for a seamless customer offboarding experience. If you'd like to test a cancellation flow or begin a cancellation session on behalf of a customer, you can also launch a cancellation session manually from the ProsperStack dashboard.
To launch a session from the dashboard, navigate to the Sessions view and click the Start session button at the top of the screen.
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Using a subscription platform integration
If you're using one of the supported subscription platform integrations, begin by searching for a customer by name, email address or an ID from your subscription platform.
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Select a customer from the search results and choose the customer's subscription to begin a cancellation session for.
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Using a custom billing integration
If you're using a custom billing integration, enter the customer's unique ID, name and email address. You can also specify the MRR and trial status of the subscription.
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Other options
If you have multiple flows, you can select a specific flow to use for the cancellation session, or use your default flow routing rules.
You can also enter custom property values to use for the session.
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Starting the session
After you've finalized your customer and subscription details, click Start session at the bottom of the dialog to begin the cancellation session. Note that this will begin a real cancellation session on behalf of your customer. This can affect your live subscription data, including processing cancellations or applying offers.