Offer Discount for Next Renewal

If you've identified a customer as a churn risk, you can use a retention campaign to encourage this individual to remain subscribed to your product. One way to do this is by offering a customer a discount for the next billing interval, if they decide to stay subscribed to your product. To incorporate this strategy, integrate the following flow into your system:

Step 1: Set up a promotion in Commerce Assistant

To do so, follow these steps:

  1. Click Marketing > Add a Promotion in the main menu.

  2. Create and Save the promotion, paying particular attention to the following:

    • In the Discount section, make the discount a one-time offer by clicking the Apply to one subscription billing interval only checkbox.

    • In the Coupon section, Generate one or more coupon codes to be used in the campaign.

Step 2: Send the promotion to the customer and trigger the change

If the customer confirms that they would like to accept the discount, make a call to the Update Subscription Item API endpoint. In the API call, do the following:

  • Set all parameters in the AlignmentSettings argument to false so that the change is applied to the next billing interval.
  • Add the promotional code that you created in Step 1 to CouponCode.
  • Set GenerateMail to true so that the customer receives a confirmation email that the discount was applied.
  • Set UpdateAction to Update for reporting purposes.
curl --request POST \
  --url https://rest.cleverbridge.com/subscription/updatesubscriptionitem \
  --header 'accept: application/json' \
  --header 'content-type: application/json' \
  --header 'authorization: Basic xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx' \
  --data '{
    "AlignmentSettings":{
      "AlignToCurrentInterval":false,
      "ExtendInterval":false,
      "GetCustomerPricePreviewOnly":false
    },
    "CouponCode":"YMR-DZZ-Z5J",
    "GenerateMail":true,
    "ProductId":123456,
    "Quantity":1,
    "RunningNumber":1,
    "SubscriptionId":"S12345678",
    "TriggerImmediateRenewal":false,
    "UpdateAction":"Update"
  }

For more information about the AlignmentSettings argument, see Alignment Settings.

Step 3: cleverbridge communicates the change to customer

Cleverbridge sends an email to the customer to confirm that the subscription was updated.