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Subscription Upsell Overview

Let your subscribers upgrade to higher-value plans during checkout with an enticing discount offer

Updated this week

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.


How It Works

The Subscription Upsell feature presents users with a special offer after they've entered their payment information but before completing their purchase. Here's how the process flows:

  1. A user selects a lower-tier subscription (trigger plan) and proceeds to checkout

  2. After entering their payment information, they see a pop-up with your upsell offer for a higher-tier subscription (target plan)

  3. The user can either accept the discounted upgrade or decline it

  4. If they accept, they'll be charged for the target plan instead of the trigger plan

  5. If they decline, their original trigger plan purchase continues as normal


Set Up the Automation

Setting up this feature is straightforward:

  1. Navigate to Marketing

  2. Click on New Automation

  3. Select the Trigger Plan to upsell from (typically monthly)

  4. Select the Target Plan to promote (typically yearly)

  5. Enter the Discount percentage and duration you want to offer

  6. Write a compelling description highlighting the benefits

  7. Replace the image and upload a new one, if necessary

  8. Click Preview Popup to see how it will appear to users

  9. 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.


Best Practices

To maximize the effectiveness of your Subscription Upsell:

  • Highlight the Savings

    • Clearly show how much money subscribers will save by upgrading

  • Create Urgency

    • Emphasize that this is a limited-time offer available only during checkout

  • Use a Strong Call-to-Action

    • Make it clear and compelling

  • Offer an Additional Discount

    • If your annual plan already offers savings compared to paying monthly for a year, consider adding an extra discount to make the upsell even more attractive

💡 TIP: Its detailed analytics can be found in Analytics > Marketing > Subscription Upsell.


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.

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.

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