More control over downgrade and upgrade offers in recurring purchase flows

Partners can now configure the downgrade option in the cancellation and pause flow independently from the downgrade option in the self-editing flow.

Why this matters

Until now, a single configuration controlled whether supporters could reduce their recurring purchase value - regardless of whether they were mid-cancellation or simply editing their account. These two moments serve different purposes, and they now have separate controls.

What's new

Independent downgrade step in the cancellation flow

Partners can now enable the downgrade retention step in the pause and cancellation flow without also allowing supporters to reduce their value from their account page. The downgrade offer appears as an alternative to leaving - without opening up self-service downgrades more broadly.

Self-editing without affecting the cancellation flow

Partners can enable value editing in the self-editing flow while keeping the cancellation flow focused on preferred retention steps. Each flow is now configured independently.

How to configure this

Both settings are managed independently in Admin under recurring purchase configuration.

RECURRING_PURCHASE restrict_product_offer_downgrade (existing setting)

• Controls whether supporters can reduce their recurring purchase value when editing from their account
• Set to true to restrict downgrading during self-editing
• Only applies when self-editing is enabled via CLIENT_CAPABILITY_AUTOPLAY_EDIT or CLIENT_CAPABILITY_SUBSCRIPTION_EDIT

RECURRING_PURCHASE show_downgrade_step_in_cancellation_flow (new setting)

• Controls whether the downgrade option appears as a retention step in the pause and cancellation flow
• Set to false to show the downgrade step - the platform will permit supporters to reduce their value within this flow, even if self-editing capabilities are turned off
• Set to true to hide the downgrade step from the cancellation flow entirely

Note: When show_downgrade_step_in_cancellation_flow is set to false, the platform allows downgrades within the cancellation flow regardless of self-editing capability settings. These two configs operate independently.

Who this applies to

This update is relevant to all partners running Subscription or AutoPlay programs where self-serve recurring purchase management is enabled. To discuss how to configure these settings to support your retention strategy or upcoming campaigns, reach out to your Customer Success contact.