--- title: Campaign configuration description: Choose your Annual Upsell audience, plans, content, and display settings --- Open **Annual Upsell → Manage** in your Churnkey dashboard, then select **Edit** on your campaign. You can have one campaign at a time. ::alert{type="info"} The screenshots in this guide show a fictional setup for illustration only. Campaign names, audience conditions, plans, prices, discounts, and invitation counts are examples. Configure your campaign using your own plans, pricing, and audience. :: ## Choose your audience In the **Audience** tab, give the campaign a recognizable name and add conditions for the customers you want to reach. For each condition, choose an attribute, an operator, and the value to match. All conditions must match. You can use the available subscription and customer attributes, including configured custom attributes. For example, target customers on a specific monthly plan before offering its annual equivalent. Customers must also pass the automatic subscription eligibility checks described in the [overview](/annual-upsell). ::div{class="mx-auto w-full max-w-[520px]"} ![Audience conditions with Billing Interval and a custom attribute joined by AND](/img/annual-upsell/audience-conditions.webp){class="mx-auto"} :: *Fictional example audience. Choose attributes and values appropriate for your own customers.* ### Choose where the offer appears Under **Where It Shows**, choose **All pages** or **Specific pages**. With **Specific pages**, enter one URL pattern per line in **Show on** and add exclusions in **Never show on**. Use `*` as a wildcard: for example, `/library/*` includes pages under your library, while `/checkout/*` can exclude checkout pages. Excluded pages take precedence over included pages. The automatic flow waits until the customer reaches an allowed page before requesting an offer. Navigating to an excluded page hides an existing offer. ### Set offer frequency Under **Frequency Cap**, set **Don't show again for** to a value from 1 to 365 days. This controls the automatic offer window; the default for a new campaign is 30 days. Closing an offer does not make the customer eligible for another automatic offer immediately. Reaching the end of the frequency window does not guarantee another offer: audience and subscription eligibility still apply. A customer who has already accepted a live Annual Upsell offer will not receive another one. ## Select annual plans and a discount In the **Offer** tab, use **Upgrade Plans** to choose the annual plans from your connected billing provider. Confirm that each plan has the intended annual billing interval and currency. Under **Sweetener Coupon**, you can optionally select a coupon. Use an active coupon that applies to the intended subscription and plan. If Churnkey cannot resolve a usable coupon, it withholds the offer instead of displaying a discount it cannot apply. For example, pair an annual plan with an additional discount for customers who accept the offer. Check the coupon's amount and duration in your billing provider, and describe those terms accurately in your offer copy. ::div{class="mx-auto w-full max-w-[520px]"} ![Upgrade Plans selection and optional Sweetener Coupon selector](/img/annual-upsell/plans-and-coupon.webp){class="mx-auto"} :: *Plans and prices from the fictional example setup.* ### Match the current product Under **Settings → Upgrade Plan Selection**, choose how Churnkey selects from your campaign's target plans: - **All Plans** makes all selected target plans available in the offer. - **Matching Plan** prefers plans that share the customer's current Stripe product. For example, a customer on a monthly Starter plan can receive the annual Starter plan when both prices belong to the same product. ::alert{type="info"} If no matching product is found, Churnkey falls back to all selected target plans. Use audience conditions and a suitable target-plan list if you need to restrict which plans a customer can receive. :: ## Design the offer In the **Offer** tab, use **Modal Content** to build the offer from blocks. Drag blocks to change their order, expand a block to edit it, and use **Space below** to adjust its spacing. | Block | What you can configure | | --- | --- | | Heading and text | The headline and supporting copy explaining the offer. | | Price | The amount and label displayed, with **Regular**, **Struck** (crossed out), or **Hero** (highlighted, with an optional tag) styling. | | Button | The call to action, background and text colors, and destination plan when multiple plans are selected. | | Dismiss | The text customers use to decline, such as “Keep monthly.” | | Invitation counter | A progress bar, badge, or counter for a campaign with limited invitations. | Each offer needs at least one button to choose a plan. When you offer multiple plans, assign a target plan to each button before publishing. Display text and custom price labels do not change the amount charged by your billing provider. Keep them consistent with the actual plan and coupon. ### Top bar Enable **Top bar** to add a colored strip above the offer. Set the **Message**, **Background**, and **Text** colors. Use it for a short message such as “Your annual upgrade offer.” When **Countdown** is enabled, the timer also appears in this bar. ### Minimized state Enable **Minimized state** to start the offer as a compact pill that customers can click to open. Customize **Pill text**, **Pill color**, and **Text effect** (**None** or **Rainbow**). With this setting enabled, closing the expanded modal returns it to the pill so the customer can reopen it. With it disabled, closing the modal dismisses the offer. The offer's decline action still lets the customer decline explicitly. ### Countdown Enable **Countdown** and set **Offer lasts** to a whole number from **1 to 168 hours per customer**. Each customer's timer starts when the offer is first issued for display and does not restart when they reopen it. For example, a 24-hour offer first shown at 2 p.m. reaches zero at 2 p.m. the following day. Set **Last chance text** to customize the message shown in the top bar when the timer reaches zero. Use **Preview the last chance state** to inspect that presentation before publishing. ::alert{type="info"} The timer is visible only in the **Top bar** or the **Minimized state** pill. Enable at least one of these if you want customers to see the time remaining. With both disabled, the countdown still runs but is not visible. :: If the countdown reaches zero while the offer is on screen, the customer can still accept it during that session. Expiry prevents the offer from being shown again; it does not immediately block acceptance of an offer already open. ### Limited seats (Limited invitations) Enable **Limited invitations** to cap how many customers can accept the campaign. Set **Number of invitations** to a whole number from **1 to 100,000**. This limit applies across the campaign, rather than separately to each customer. Enabling this option adds an **Invitation counter** block to the offer. In that block's **Design** setting, choose **Progress bar**, **Badge**, or **Counter** to show claimed or remaining invitations. For example, a campaign with 100 invitations and 35 accepted offers has 65 invitations left. An invitation is claimed when a customer accepts, not when they view the offer. If the subscription change fails, the invitation becomes available again. Once every invitation is claimed, Churnkey stops showing new offers and prevents further acceptances, including from customers who already have the offer open. Keep an invitation counter in the offer while using this limit. Removing the last counter block also turns off **Limited invitations**. ### Confirmation screen Keep **Confirmation screen** enabled to give customers a review step with plan and proration details before they confirm the switch. This setting is enabled by default. Turning it off lets the offer's plan button submit the subscription change immediately. Use button copy that makes this action clear, and verify that each button is assigned to the intended plan. ## Preview and test Use the **Preview** panel in the **Offer** tab to check your copy, plan buttons, layout, and optional display elements. Switch between **Expanded** and **Minimized** to inspect both presentations. ::div{class="mx-auto w-full max-w-[360px]"} ![Expanded offer preview with plan pricing and an acceptance button](/img/annual-upsell/offer-preview.webp){class="mx-auto"} :: *Fictional example offer. Prices, savings, and invitation counts are for illustration only.* The eye icon in the editor toolbar opens a preview. The adjacent dropdown contains **Test with Customer…**. ::alert{type="warning"} Confirming a customer test in the dashboard can change the customer's real subscription and apply the configured coupon. This test uses live billing credentials. Do not confirm a plan change for a customer unless you intend to make that change. :: For a display-only test of your Churnkey script integration, see [preview the integration](/annual-upsell/installation#preview-the-integration). ## Publish and enable Review your audience, target plans, coupon, and content, then select **Publish** for a new campaign. An already published campaign shows **Push Changes**. The arrow below points to this control in the top-right corner of the editor. ::div{class="mx-auto w-full max-w-[720px]"} ![Full campaign editor with an arrow pointing to Push Changes in the top-right corner](/img/annual-upsell/publish-controls.webp){class="mx-auto"} :: *Fictional example setup. The publishing control appears above the offer editor and preview.* Open **Annual Upsell → Settings** and set **Enable Annual Upsell** to **On** when you are ready to display offers. Ensure your application calls the Churnkey script. ::div{class="mx-auto w-full max-w-[720px]"} ![Full Annual Upsell Settings screen with an arrow pointing to the Enable Annual Upsell On control](/img/annual-upsell/settings.webp){class="mx-auto"} :: *Fictional example setup with Annual Upsell enabled. The arrow identifies the activation control.* ::alert{type="warning"} Edits are saved automatically. Changes saved to an already published campaign affect the active campaign; they are not kept in a separate unpublished draft. Disable Annual Upsell in settings before making changes you do not want customers to see yet. :: ## Record sessions In **Annual Upsell → Settings**, use **Record Sessions** to control whether Churnkey records interactions with the offer for later review. Recording is enabled by default. Your Churnkey script's recording preferences can also prevent a session from being recorded. Use recordings to review how customers interacted with the offer alongside the [campaign analytics](/annual-upsell/analytics#sessions-and-missing-data). Not every session will have a recording.