Annual Upsell helps you invite existing subscribers to switch to an annual plan without leaving your application. Create an offer, choose its audience, and use the Churnkey script to display it while customers use your product.
Customers can review the offer and confirm their plan change. Churnkey applies the change through your connected billing provider.
The automatic script integration described in this guide is available for Stripe. If Annual Upsell is not available in your dashboard, contact the Churnkey team.
Get started
- Create your campaign: choose your audience, annual plans, and offer content.
- Add the Churnkey script: identify your customer securely and enable automatic offers or a button in your application.
- Review and publish your campaign, then enable Annual Upsell in its settings.
- Review performance: understand offers shown, upgrades, and committed value.
How automatic offers work
Churnkey checks whether the customer matches your campaign and has an eligible subscription. The automatic flow requires an active subscription that is not paused, scheduled to cancel, or already billed for a year or longer.
If eligible, the Churnkey script waits for an engagement moment before requesting the offer. The current timing waits for five minutes of activity followed by an eight-second pause. Configured page rules can delay the offer until the customer visits an allowed page. Calling the Churnkey script does not display an offer immediately.
Other controls can prevent an offer from appearing, including a recent offer window, a previous accepted annual offer, an expired offer, or exhausted invitations. Campaigns can also reserve a holdout group that receives no offer, so not every eligible customer will see one. If engagement-based targeting has been configured for your account, the customer must meet those requirements too.
Offer annual plans that fit your customers
Create your annual prices in your billing provider before selecting them in Churnkey. Check the product, billing interval, currency, and price for each target plan. An optional coupon can add a discount to your offer.
Billing and proration follow your provider settings. Do not assume that switching to an annual plan always collects the full annual amount immediately.
Customer-requested offers
You can also connect a “Switch to annual” button in your application to Annual Upsell. This requests the offer directly, without waiting for the automatic engagement moment. The customer must still match the campaign and have an eligible recurring plan; an unavailable offer will not open.
Customer-requested offers are separate from the automatic campaign's measurement. See installation and analytics.