Configure Cancellation Flows and salvage offers
Build a cancellation process that saves customers by presenting them with dynamic salvage attempts, as well as capturing cancellation insights for your team.
You can use Paddle Retain Cancellation Flows to build custom curated off-boarding experiences that are designed to prevent customers from churning.
Retain presents customers with a simple survey that suggests dynamic salvage attempts — like pausing a subscription or switching plan — as well as gathering useful insights around why they want to cancel. As a last resort, you can offer customers a discount to incentivize them to stick around.
How it works
Retain Cancellation Flows helps you save customers from canceling by presenting them with dynamic salvage attempts while gathering cancellation insights. Paddle Retain asks customers why they're canceling, as well as what they found valuable about your app, then presents curated salvage attempts.
Paddle Billing is fully integrated with Retain Cancellation Flows, automatically reducing churn through cancellations by up to 30%.
Customer journey
Retain uses data from thousands of subscription companies to target the right salvage attempt based on the product and user. In general, a cancellation flow has five steps:
Cancellation reason
We ask a customer why they're canceling. This is useful insight for your team, helping you prioritize feature development.
Satisfaction insight
We ask customers what they liked about your product. By honing in on the psychological phenomenon of the nostalgia effect, we tee up each customer to be more willing to stick around and accept a salvage attempt.
Salvage attempt
Based on a customer's responses, we offer them a salvage attempt. We direct them to pause their subscription, switch to a lower cost plan, or contact your team to chat.
If you use Calendly, Retain shows a meeting scheduler as part of the cancellation flow so customers can schedule a call in a couple of clicks.
Salvage offer
If customers don't accept a salvage attempt, we offer them a temporary discount.
You can choose which discount you offer, or turn this off if you don't want to offer a discount.
Feedback and cancel subscription
If customers don't accept a salvage offer, we give them a way to provide feedback and cancel their subscription.
Use Paddle Billing? Retain automatically schedules the subscription to cancel. There's no need to handle this yourself.
One-click cancellation
In some regions, you must provide a one-click cancellation process for compliance. You don't need to build logic to handle cancellation requirements for different regions yourself. Retain automatically includes a link to cancel the subscription on each page of the flow, making sure you're compliant while also gathering insights and helping to reduce churn.
Retain x Paddle Billing
Depending on the options that a customer chooses, Retain automatically takes actions on the related subscription in Paddle Billing for you — including scheduling subscriptions to cancel. There's no need to build logic to handle this.
Email support | No action. |
Schedule meeting | No action. |
Switch plan | Price IDs that you specified as part of configuration are replaced on a subscription. Changes are prorated and billed immediately, so customers are immediately downgraded and receive a credit for any unused time. |
Pause subscription | Subscription scheduled to pause on the next billing period. |
Offer discount | Discount created in Paddle Billing and automatically applied to the subscription. |
Cancel subscription | If active , subscription scheduled to cancel on the next billing period. If paused , subscription canceled immediately. |
Before you begin
Paddle Retain works with live data for your billing platform. This means you can't integrate or test with sandbox accounts.
Set up Paddle Retain
If you haven't already, connect Paddle Retain to your billing platform and set up Paddle Retain.
Use Paddle Billing? Billing automatically integrates with Retain, so you're ready to get started. Click the Paddle > Retain link to jump to Retain to review your setup.
Set up Cancellation Flows
Grab a copy of the Paddle Retain Cancellation Flows configuration template and fill it in. Send it to us at sellers@paddle.com.
Update the cancellation logic in your web app to call the
Paddle.Retain.initCancellationFlow()
method, passing the Paddle ID of the subscription entity that you want to cancel. You may attach a callback to build workflows around the result.Retain automatically handles pausing, applying a discount, switching plans, or canceling the related subscription in Paddle Billing. When events occur in Paddle, handle provisioning in your app as normal.
Example
123456789101<!-- Cancellation button -->
2<button onclick="cancelSubscription();">Cancel my subscription</button>
3
4<script type="text/javascript">
5 function cancelSubscription() {
6 Paddle.Retain.initCancellationFlow({
7 subscriptionId: 'sub_01h8bqcrwp0vjd1p3bv20y7323'
8 });
9 }
10</script>
Retain returns a promise that contains information about the outcome of the cancellation flow. You can use the
.then()
method to attach a callback to build workflows that run after your cancellation flow. For an example, see:Paddle.Retain.initCancellationFlow()
.
Simulate a cancellation flow
Now you've set up Retain Cancellation Flows, simulate a cancellation flow to see how it looks to customers.