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Heartbeat Recipe: Create a Downgrade Offer for Members Who Want to Cancel

Keep members who are about to cancel by automatically showing them a lower-cost tier right inside the cancellation screen, before they leave.

Requirements

  • A recurring Membership Offer (Cancel Flows are not available for Digital Products or one-time payments)
  • Stripe connected to your community
  • An idea of what your lower tier will include and which channels or groups members lose access to, as well as pricing

How it works

This recipe uses two Offers: your existing main membership and a new, hidden lower-tier one. The lower-tier Offer will have no public Sign Up Link: the only way a member can reach it is through the cancel flow that fires when they try to leave your main membership. 

Cancel flows only work for recurring Membership Offers and aren't available for Digital Products (one-time payments).


Step 1 – Create the lower-tier Offer

Don't modify your existing main Offer. Create a new, separate one for this downgrade path.

  1. Go to Settings > Revenue > Offers
  2. Click Create Offer and select Paid Membership
  3. Give it an internal name that reflects the reduced access (e.g. Lite Membership or Community Access)
  4. Under Pricing, set a lower price than your main membership
  5. Under Membership Access, assign only the groups or channels this tier should include, leave out anything gated to your full membership
  6. Complete setup and save the Offer
  7. Then, delete the automatically generated Sign Up Page

Step 2 – Add the downgrade to your main Offer's Cancel Flow

  1. Go to Settings > Revenue > Offers
  2. Open your main (full-price) Offer and navigate to the third step: Cancel Flow
  3. Click Add Step and select Suggest New Offer
  4. Choose your lower-tier Offer from the dropdown
  5. Customise the title and description members will see
  6. Click Finish

You can also add a Suggest Discount step before the New Offer step if you want to try a promo code for a temporary price cut first. Members who decline the discount will then see the downgrade option.

Step 3 – Preview and test

  1. From the Cancel Flow editor, click Preview Flow
  2. Confirm your lower-tier Offer details appear correctly
  3. Check that both the Accept and Decline paths behave as expected

What does a member experience?

When a member clicks to cancel their subscription, they're taken through your cancel flow. If they accept the downgrade, they're automatically moved to the lower-tier membership. Their access adjusts immediately, and their billing switches to the lower price on their next renewal date.

If they decline the downgrade (and any other steps you've added to the flow), they proceed with cancellation as normal.


Frequently Asked Questions

Does this work for Digital Products or one-time purchases?
No, Cancel Flows only fire for recurring Membership Offers. 

Will members who accept the downgrade be charged immediately?
No. The lower-tier pricing takes effect at the start of their next billing cycle. Until then, they remain on their original plan with full access.

Can I offer the lower-tier Offer to members outside the cancel flow later?
Yes. You can add a Sign Up Link to the lower-tier Offer at any time. For example, to share it in a Workflow or DM without changing how it behaves in the cancel flow.

Can I show more than one downgrade option?
You can add multiple steps to your cancel flow, but each New Offer step shows one Offer at a time. Members move through steps in order, so you could present a discount first and a different Offer as the next fallback.

Can members who accepted the downgrade upgrade back to the full membership?
Yes. Members on the lower tier can upgrade at any time through your main Offer's Sign Up Link, or via any upsell prompts you have configured.

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