Settings › Marketing Settings

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:

  1. Create a choice menu
  2. Connect the menu to a subscription product

Step 1 - Create a choice menu

  1. Go to Settings → Marketing Settings → Choice menus

  2. Click New choice menu

  3. Give it a name, an optional intro text (shown before the options), and an optional asset (intro media like an image or video)

  4. Click Create choice menu

  5. 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
    • Action — what happens if they pick it:

      • Do nothing — just record their choice

      • Upgrade or downgrade — they pick a different price

      • Upgrade — pick a longer price

      • Downgrade — pick a shorter price

      • Downgrade to the shortest cheaper price — they'll confirm the switch first

      • Pause — they'll confirm and give a reason first. You can give them options on how long they want to cancel for

      • Cancel — they'll confirm and give a reason first

  • Then... Choose what the customer sees after picking an option:

  • Show default result — the manage purchase page (for purchase actions) or a success message

  • Show a custom message — your own rich text

  • Redirect to a URL — any page, scheduling link, or order form

  • 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

  1. Go to your subscription product → Options tab

  2. Under Self-service options, turn on Show a custom choice menu 

  3. 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.