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Can a customer change from one plan to another?

Is there a hosted page to allow a customer to change plans (i.e. from paying monthly to yearly)?


Best Answer

Hello,


In order to achieve an upsell, you could setup a custom thank you page with information on the upsell product and have an option for customers to select it. Depending on whether a customer chooses it, you could then call the Update Subscription API to change the subscription to the upgraded product. 


For example: A customer completes checkout -> Customer is directed to the thank you page displaying the upgrade/downgrade -> Update subscription API is called -> Customer subscription is updated to the new selected plan. 


If the customers don't take the upgrade, you could make a third offer for something smaller {downsell}, and the subscription can be updated as per their choice.



2 people have this question

Thanks Carl for the query. We do not have the option yet.  


Are you looking for a change of plan at the first time of buying or is it like an upgrade / downgrade option after he becomes a paid customer? 

Hey Krish,


I am looking to do something like this. I've been researching addons and ran across this.


Essentially what I am looking to do is a one click upsell


After the customer orders they are offered the choice to upgrade and do not have to re-enter credit card information.


I've even seen variations on this where they are offered the upsell and if they don't take it they are offered a downsell.


The idea has proven to be highly effective. It's offered by several providers and is a highly appealing offering.


Can this be achieved with CB somehow? I've dug through documentaion and am not finding a way to do it



Thanks


Phil

Hi Phil,


Thanks for contacting us. We'll convert this into a ticket and respond to you via email.


1 person likes this

Hi, 

I would also like to be informed on how to accomplish this. Thank you. 

Answer

Hello,


In order to achieve an upsell, you could setup a custom thank you page with information on the upsell product and have an option for customers to select it. Depending on whether a customer chooses it, you could then call the Update Subscription API to change the subscription to the upgraded product. 


For example: A customer completes checkout -> Customer is directed to the thank you page displaying the upgrade/downgrade -> Update subscription API is called -> Customer subscription is updated to the new selected plan. 


If the customers don't take the upgrade, you could make a third offer for something smaller {downsell}, and the subscription can be updated as per their choice.


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