Choice menus
Included in Simplero plans: Skyrocket. See plans here.
Choice menus let you create a guided flow for customers to change their subscription plan. Instead of losing them right away, you present options — like downgrading, pausing, or continuing at a higher or lower plan.
You will need to:
Step 1 - Create a choice menu
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Go to Settings → Marketing Settings → Choice menus
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Click New choice menu
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Give it a name, an optional intro text (shown before the options), and an optional asset (intro media like an image or video)
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Click Create choice menu
- Click on +Add Option. For each option, you will need to add
- Title — the label the customer sees and taps
- Description — a short explanation of what this option does
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Action — what happens if they pick it:
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Do nothing — just record their choice
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Upgrade or downgrade — they pick a different price
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Upgrade — pick a longer price
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Downgrade — pick a shorter price
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Downgrade to the shortest cheaper price — they'll confirm the switch first
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Pause — they'll confirm and give a reason first. You can give them options on how long they want to cancel for
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Cancel — they'll confirm and give a reason first
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- Then... Choose what the customer sees after picking an option:
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Show default result — the manage purchase page (for purchase actions) or a success message
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Show a custom message — your own rich text
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Redirect to a URL — any page, scheduling link, or order form
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Go to another choice menu — continue to a nested menu for more options
6. Add as many options as you need — a solid retention flow typically has at least 3 (e.g., Downgrade, Pause, Cancel).
Step 2 - Connect the menu to a subscription product
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Go to your subscription product → Options tab
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Under Self-service options, turn on Show a custom choice menu
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Pick the choice menu you just created
Now, when a customer clicks "Cancel your subscription," they'll see your choice menu options instead of an immediate cancellation.
