How to Set Up Cancellation Retention Flow in Easy Subscriptions

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.