Save offers

Present a discount, plan switch, pause, or deadline-bound offer when a subscriber starts a cancellation path.

A save offer is the offer shown when a subscriber is about to cancel. The goal is not to block cancellation. The goal is to show one relevant alternative before the customer leaves: a discount, a different plan, a pause, or a time-bound return path.

Do not make cancellation hostile

Keep the cancel path clear. A save offer should be one useful detour, not a maze.

The path

  1. Place the save offer at the point where the customer has already shown cancel intent, such as a cancel button or account-management flow.

  2. Use context such as plan, tenure, product, coupon eligibility, or customer state so every subscriber does not see the same rescue offer.

  3. Present a discount, pause, plan switch, or deadline-bound coupon. Avoid stacking multiple unrelated choices on the same screen.

  4. If they accept, continue the subscription path. If they decline, let the cancellation complete and send the right backend event or automation.

Save patterns

Discount

Offer a coupon when price is the clear objection. Use expiry, usage limits, and frequency caps when the discount should not be permanent.

Plan switch

Move the subscriber to a cheaper or better-fitting plan when the current package is too much.

Pause

Hold access or billing for a defined period when the problem is timing rather than value.

Deadline-bound return

Pair the offer with a timer or expiring coupon when the customer should decide before the rescue path closes.

What to configure

Save offer inputs

Fields
Triggercancel intentrequired

The action that opens the save path, such as a cancel subscription button.

Audiencesegmentrequired

Who should see the offer. Common segments include plan, tenure, coupon history, product, or account state.

Offerdiscount | plan switch | pause | promorequired

The single alternative shown before cancellation continues.

Decline behaviorcancel_subscription

What happens when the subscriber rejects the save offer. Keep this path direct and predictable.

Decision rules

Tie discounts to real coupon controls

If the save offer uses a coupon, pair it with the same controls you use elsewhere: product eligibility, expiry, usage limit, frequency, and minimum order rules.

Builder context

Build the offer beside the docs.

These pages explain the setup details. The matching product surfaces show where products, prices, checkout layout, invoices, and automation live in the app.

The Numi offer editor with product, theme, automation, invoice, and checkout controls.
The offer editor connects checkout layout, products, prices, invoice settings, and automation.
The Numi checkout element palette showing content, interactive, and selling blocks.
Checkout templates expose reusable blocks for product lists, add-ons, forms, buttons, and offer content.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.
Automation is configured beside the offer so post-purchase work stays attached to the sale.

Feature detail