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.
Trial Period
When a user accepts a Subscription Upsell offer for a plan that includes a trial period, they will receive the full trial period of the target plan.
This is because the user doesn't have an active subscription yet. When they see the upsell offer, they're still in the checkout process for their initial plan selection.
📝 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?
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?
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.
What happens if a user accepts the upsell but their payment fails?
What happens if a user accepts the upsell but their payment fails?
If a user accepts the upsell but their payment fails, the discount will still be applied when they retry the payment.
Will the trial period be affected if both plans have trial periods?
Will the trial period be affected if both plans have trial periods?
When a user accepts a Subscription Upsell offer, they will receive the full trial period of the target plan. The trial from the trigger plan is not carried over.
Can I use Subscription Upsell with digital wallets?
Can I use Subscription Upsell with digital wallets?
Currently, 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.
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