The subscription upgrade feature lets you offer your subscribers the option to switch to a higher-value version of their current subscription. This could mean upgrading to a larger pack, choosing a longer delivery frequency, or both. When a subscription is eligible for an upgrade, a promotional banner appears at the top of the subscription details page in the customer portal, highlighting the benefits such as better discounts or added perks.
This article covers how upgrades work for subscribers and admins, how to set them up, and how to track upgrade analytics.
Why use subscription upgrades
Subscription upgrades help you:
Improve subscriber retention by encouraging longer commitments.
Increase revenue per subscriber by promoting higher-value products or packs.
Deliver a more flexible and tailored subscription experience.
For example, a subscriber on a 1-month plan could be offered a 3-month plan with a better price and perks like free shipping.
How upgrades work for subscribers
When a subscription is eligible for an upgrade, a promotional banner appears at the top of the subscription details page in the customer portal. The banner highlights the benefits of upgrading, such as better discounts or added perks.
Your subscriber can click the banner to view upgrade details in a dedicated drawer. This view compares the current subscription with the upgrade option, including pricing and frequency changes. If multiple upgrade options are available, the subscriber can click See all upgrades to browse the full list.
Even if the subscriber dismisses the banner, they can still access the upgrade offer later through a button on their subscription page.
Admin experience
You can trigger upgrades manually from the subscription detail screen in Loop admin. Every upgrade is tracked in the subscription activity logs, including before and after details for product, frequency, and price.
Your support team can use this to offer upgrades to subscribers and apply them on their behalf.
Setting up upgrades
Follow these steps to create an upgrade profile:
Navigate to Loop admin > Grow > Upgrades
Click Create new profile and select the upgrade type. There are two types:
SKU + frequency upgrade is for subscribers moving to a bigger pack and a longer delivery cadence.
SKU upgrade only is for subscribers switching to a higher-value product at the same frequency.
Add conditions based on subscription, product, customer, bundle, or demographic properties to target specific subscribers for the upgrade.
Map the products for the upgrade. You can set the priority in which products are displayed to the subscriber. If the upgrade type is SKU + frequency, select the old and new frequency in the Subscription frequency section.
Configure the discount for the upgrade profile. You can choose discounts based on the selling plan, a fixed discount, or a percentage.
Configure the upgrade banner text in the Upgrade banner section. This is the text your subscribers see on the customer portal. Upgrade drawer texts are also customizable per profile.
You can also add short description texts when multiple upgrade offers are available.
Upgrade analytics
You can access upgrade analytics in Loop admin and compare numbers across date ranges. Analytics are available at both the cumulative level (all profiles) and the individual profile level.
Cumulative analytics
Total banner views: The number of times the upgrade banner was shown on the customer portal.
Total offer details views: The number of times subscribers clicked "View details" on the upgrade banner.
Conversions: The number of successful upgrades completed on the customer portal.
Conversion rate: The percentage of conversions relative to total upgrade banner views.
Profile-level analytics
Profile: Internal name of the upgrade profile.
Status: Status of the upgrade profile.
Type: Type of the upgrade profile (SKU or SKU + frequency).
Banner views: The number of times the banner was shown on the customer portal.
Offer details views: The number of times subscribers clicked "View details" on the banner.
Conversion rate: The percentage of conversions relative to banner views.
Offer rejected: The number of times subscribers actively dismissed the upgrade banner.
Note: To calculate the conversion at a particular upgrade profile level, please use the formula given below for the same.Conversions = Banner views x conversion rate
Reset upgrade visibility
If your subscribers have dismissed an upgrade banner, you can reset the visibility so they see the offer again. Click Reset upgrade visibility on the upgrades page to open the reset dialog.
There are two options:
Show upgrades to all customers: This re-shows upgrade offers to all subscribers, including those who had previously dismissed them.
Only show upgrades to customers who have not dismissed previous offers: This keeps the dismissed state for subscribers who already rejected the offer and only shows upgrades to those who have not.
Select the option you want and click Save.
Eligibility and limitations
Keep the following in mind when setting up upgrades:
For SKU upgrades and SKU + frequency upgrades, the offer is shown only if the subscription has a single subscribed product. One-time add-ons do not affect eligibility.
The new product must be mapped to a valid selling plan and must be in stock.
Prepaid, gift, and in-dunning subscriptions are not supported.
FAQs
How do I show multiple upgrade options or show only the highest priority product to customers in the Upgrade flow?
How do I show multiple upgrade options or show only the highest priority product to customers in the Upgrade flow?
To show multiple upgrade options to customers in the Upgrade flow, follow these steps:
Go to the Upgrade profile in your admin.
Open the Upgrade flow settings.
Locate the preference for Multiple upgrade options visibility.
Select and save:
Show available SKU upgrade options to customers for selection
You can enable this setting to allow customers to view and select from all available SKU upgrade options instead of only seeing the highest priority product
Show the highest priority product selected as configured in the upgrade profile
You can use this setting to display only the default highest priority upgrade product to customers during the upgrade process.
Need help?
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If you have any questions or need assistance, feel free to email us at [email protected] or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions team 🙂