Offer an Annual Plan Upgrade at the Perfect Moment
Boost cash flow and retention — detect engaged monthly subscribers and offer them a discounted annual plan when they're most likely to say yes.
- 1
Schedule the Check
Add a
Schedule Triggerrunning weekly. - 2
Find Ideal Candidates
Add a
Codenode selecting monthly subscribers with high engagement and a few months of tenure. - 3
Prevent Repeat Offers
Add a check so each customer receives the annual offer at most once per quarter.
- 4
Send the Offer
Add a
Gmailnode presenting the annual plan with its savings and a one-click upgrade link. - 5
Activate and Test
Activate the workflow and flag a test engaged customer. Confirm the offer sends once.
Frequently asked questions
Why target engaged users?
They already see value, so committing annually is an easy yes — and it locks in retention.
What discount works?
Two free months (roughly 15-17% off) is a common, compelling annual incentive.
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