E-commerce · Subscription

Subscription Upgrade / Tier Change Offer

Grow subscription revenue per customer by offering a relevant upgrade at the right moment.

Apps this needs

Subscription Platform Recharge, Bold or your subscription billing platform for plans, cadence & dunning. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Identifies subscribers showing usage signals suggesting they'd benefit from a higher tier, via the subscription platform's usage data.
  2. Offers the specific upgrade with a clear value comparison.
  3. Processes the tier change directly via API if accepted.
  4. Excludes subscribers already at risk of churning (recent complaint, failed payment) from upgrade offers, cross-checked against the CRM.

Data sources

Subscription usage data Tier comparison/pricing

What it targets

  • Qualified subscribers offered an upgrade Target 80%
  • Upgrade acceptance rate Target 15%