A save offer is what a subscriber is shown when they try to cancel: a reason to stay, presented before the cancellation goes through.
Where to find it
Set them up under Retention AI → Save offers (shown in the cancel flow).
How to set it up
Turn on the cancel flow
Under Settings → Customer portal, switch on Show save offers before a subscriber cancels.Add an offer
On Retention AI, enter a name, pick the type and value, and click Add save offer. New offers you add yourself start active.Review drafts
Offers drafted by Suggest one with AI land as drafts. Read them and click Turn on for the ones you want.
Save offers only appear if Show save offers before a subscriber cancels is on under Settings, and if at least one offer is active.
Options
The five types
| Type | What the subscriber is offered |
|---|---|
| Discount | A percentage off their ongoing deliveries. |
| Pause | Pause instead of canceling, and come back later. |
| Skip | Skip the next delivery, for the "I still have some left" cancel. |
| Swap | Change to a different product. The swap is not made automatically: the subscription is kept and you set up the change. |
| Gift | A gift added to the next delivery. You fulfill it yourself. This is a save offer, not a gift subscription; gift subscriptions are not available yet. |
Triggers
Every active save offer is shown to every subscriber who starts to cancel. There is no setting yet to reserve an offer for high-risk subscribers only.
Active and draft
Every save offer is either active or draft, and you can toggle it either way. Only active offers appear in the cancel flow. Draft is where you park an offer you are still deciding about, and where AI-suggested offers land.
Example
The Saves list
When a subscriber accepts an offer instead of canceling, it is recorded as a save, with the offer type, the date and the value retained. The list totals how many you have kept and roughly how much recurring revenue that is.
Plan required
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