Step 1: Go to Settings
- From your Shopify admin panel, navigate to the Easy Subscriptions app.
- In the left sidebar, scroll down and click on Settings.
Step 2: Select “Cancellation Management”
- Under Settings, click on Cancellation Management.
Step 3: Choose the Cancellation Flow Type
You’ll see four options under Cancellation flow type. Select the one that suits your retention strategy:
- Cancel immediately – No retention step; cancels the subscription right away.
- Customer retention flow – Recommended: Offers the customer a prompt to reconsider with targeted actions.
- Provide cancellation instructions – Shows custom instructions instead of direct cancellation.
- Pause option step before cancellation – Suggests pausing instead of canceling.
Step 4: Configure Retention Actions
Under Customer retention flow, you can define specific reasons for cancellation and assign appropriate retention actions.
🔁 For example:
- Reason: Too expensive
- Retention Action: Offer Discount
- Discount (%): 5
- Prompt: Yes (this shows a message to the user)
- Reason: Change shipping address
- Retention Action: Change Address
- Reason: Pause – subscription
- Retention Action: Pause subscription
You can add or remove reasons and customize actions accordingly.
Step 5: Save Your Changes
After setting up all the desired reasons and actions, changes are saved automatically.
✅ Benefits of Using This Flow #
- Reduce churn by offering timely solutions.
- Retain customers with targeted discounts or pause options.
- Improve customer satisfaction by addressing concerns directly.
