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  3. How to Reduce Cancellations with a Win-Back Campaign

How to Reduce Cancellations with a Win-Back Campaign

As a membership site owner or online course creator, it’s inevitable, you’re going to receive refund and cancellation requests from your members – it’s just a part of doing business.  

Having a process in place to field these inquiries will help make the cancellation request seamless for both you and the end recipient.  

When you automate the process with AccessAlly , there’s a good chance you may even win back the member with an enticing offer before they finalize their cancellation. 

Note:  This strategy is for ongoing, recurring subscriptions for your courses and memberships.  

Mapping Out Your Win-Back Offers

To get started, brainstorm a list of offers that would benefit your members and entice them to keep their membership active. This should be a no-brainer decision for them.

You can use the reasons that people mentioned for canceling in the past and come up with solutions to these. Say if someone says they don’t have time to go through all of your content each month, you could give them the option to do an “Abridged/Cliffs Notes” version (maybe at a higher or lower price point, depending on what you’re offering).

Here are a few more ideas to consider as a “win back offer” before they cancel:

  • Switching to a different tier of your membership
  • If you only have only one tier, a discount on their monthly membership cost moving forward
  • A free month
  • The option to put their subscription on hold for a specified period of time
  • Bonus course(s) that aren’t included in the regular membership
  • A call with you or a member of your team to work through their roadblocks
  • If you use a credit system, you could give people additional points for keeping their membership active

Let’s take a look at how you can configure a win-back offer using the self cancellation functionality in AccessAlly Pro.

Complete Your Self Cancellation & Win-Back Setup in AccessAlly Pro

Step 1: Set up a “personality style” quiz inside AccessAlly Pro using ProgressAlly to redirect members to when they click the button inside your member’s area to cancel their subscription. (You can link to this quiz page from anywhere inside your membership site, like say on an “My Account” page.)


You’ll want to use this quiz functionality to you can use this as an opportunity to gather more information about why members are cancelling their subscriptions.The reasons for cancelling will be the quiz responses.

Pro Tip: Keep this quiz short and sweet to prevent any frustration the member may have with processing their cancellation. 

We recommend limiting it to a single question, “Why are you cancelling today?”, or “Why is this membership no longer a good fit for you?”.

Step 2: Create a customized response tailored to the member’s chosen cancellation reason.

You’ll add these responses into your quiz setup here.

Step 3: Apply a tag to each member based on their response to gather data for your records.You can monitor the top reasons for cancellation. You can use this data to help you improve that aspect of your membership to prevent future cancellation requests using the “(Optional) Apply a tag when this outcome is reached” section above.

The tag is applied when the response is chosen, upon clicking the “Proceed to cancel” button, shown here.
You can get as creative as you’d like with your responses.  This is where you will present an offer to entice them to stay and abandon the cancellation.

Pro Tip: You can present a unique offer for each cancellation reason, or a universal offer that’s appropriate for all cancellation responses. If you decide to present 1 universal offer to everyone, no matter what reason they have for cancelling, have a back-up offer ready to test in case you’re not saving the number of members you’re hoping to.

Step 4: Include a “proceed to cancellation” button or link within each response so the member has the option to decline the offer and proceed with their cancellation as originally intended.

Follow this tutorial to create a new custom operation for cancelling a subscription, then add it to a new page that explains that they’re about to cancel their subscription and they will lose access.

Pro Tip:  Make the “No thanks, I’d prefer to cancel!” text small in comparison to the offer button to maximize conversions on members accepting your offer.

Step 5: Use AccessAlly’s custom operations to create the buttons you’ll add to each response area in your personality quiz so that the member can click and accept your win-back offer immediately.

Whether it’s releasing a bonus course, adding credits to pause their subscription, or giving them a specified number of months for free, follow this tutorial to create each one.

If you’re offering a discount, you’ll want to create a subscription replacement to switch their subscription to another subscription with a lower price. Here’s the tutorial to walk you through this setup. Follow the steps for Option #1

Step 6: Publish and test. Make sure that each branch of the quiz works as expected, and that your “proceed to cancellation” links are all working too.

Pro Tip:  You will need an active subscription to use for testing.  If you do not have an active subscription, the cancellation buttons will not display for the user you’re testing with.
Updated on November 27, 2019

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