Subscription Upsell is a powerful marketing automation that encourages users to upgrade from a lower-tier plan (typically monthly) to a higher-tier plan (typically yearly) with a discount during the checkout process. This feature helps increase the Lifetime Value (LTV) of your subscribers by collecting more money upfront and reducing churn rates.

📝 NOTE: This feature is currently available on the web platform only, not on mobile or TV apps.

Upsell Process

The Subscription Upsell feature presents users with a special offer after users have entered their payment information and right before completing their purchase.

Here's how the process flows:

A user selects a lower-tier subscription (trigger plan) and proceeds to checkout
After entering their payment information, they see a pop-up with your upsell offer for a higher-tier subscription (target plan)
The user can either accept the discounted upgrade or decline it
If they accept, they'll be charged for the target plan instead of the trigger plan
If they decline, their original trigger plan purchase continues as normal

Set Up the Automation

Setting up this feature is straightforward:

Navigate to Marketing
Select Subscription Upsell
Click New Automation
Select the Trigger Plan to upsell from (typically monthly)
Select the Target Plan to promote (typically yearly)
Enter the Discount percentage and duration you want to offer
Write a compelling description highlighting the benefits
Replace the image and upload a new one, if necessary
Click Preview Popup to see how it will appear to users
Click Save

⚠️ WARNING: At this time, wallets like Google Pay or Apple Pay will not be shown as payment options on subscriptions with an upsell offer, as we cannot implement the upsell within these wallets.

🔗 Learn more about Digital Wallets

Trial Period

When using Subscription Upsell, the trial period works as follows:

If the target plan (the plan you're promoting) includes a trial period, users who accept the upsell offer will receive the full trial period of that target plan.
If the target plan does not have a trial period, users will be charged immediately for the full price of the target plan, even if the trigger plan had a trial period.
The trial period from the trigger plan is never carried over or combined with the target plan.

This behavior occurs because when users see the upsell offer, they're still in the checkout process and don't have an active subscription yet.

📝 NOTE: The automation uses a coupon to offer a discount, so accepting the offer will replace any coupon applied to the trigger plan.

Track the Performance

You can monitor the effectiveness of your Subscription Upsell campaigns:

Navigate to Analytics > Marketing
Select Subscription Upsell
View the metrics:
- Offers sent
  - amount of upsell offers displayed to users
- Offers accepted
  - amount of users who accepted the upsell offer
  - Acceptance rate: calculated as offers accepted / offers sent
- Upsells
  - the amount of successful upsells and have paid for it
  - Conversion rate: calculated as upsells / offers sent
- Revenue earned
  - estimated gross sales from upsells, calculated as the price difference between the upsell and original plans for users who converted

💡 TIP: You can filter these metrics by Date Range, Automation Status or Automation Title.

FAQs

Can I customize the text in the upsell pop-up?

You can customize the description and discount amount, but other elements of the pop-up are standardized.

How effective is the Subscription Upsell feature?

Many Uscreen clients have reported significant revenue increases, with some seeing up to a 6x (or 550+%) increase in revenue using Subscription Upsells.

Can I use Subscription Upsell with PayPal payments?

Currently, Subscription Upsell is not supported with the native PayPal integration (PayPal 2.0). This is due to technical limitations in how PayPal handles payment modifications during the checkout flow.

When a customer accepts a subscription upsell, the system needs to replace the original offer with the upsell offer, apply a discount coupon, and process the payment with the new amount.

PayPal's checkout flow doesn't allow for this type of modification once the payment process has been initiated.