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Automations are a powerful tool when scaling your business. Automating processes like upgrading or downgrading a customer’s subscription allows you to work effectively and efficiently as your list and business grow. Using Automations to help your customers change their subscription mimics upgrades and downgrades and only impacts future payments. Learn more about Automations in Kajabi
Warning: If your Product is set to drip release content, this Automation resets your customer’s Start Date when they upgrade or downgrade their subscription. This impacts their access to released content and requires you to manually change their Start Date. This does not impact their Product Progress if they upgrade or downgrade to Offers containing the same Product.

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Set up Offers

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Create multiple Offers

Similar to the Kajabi Pricing Plans (see kajabi.com/pricing for details), create and customize individual Offers for your customers to upgrade or downgrade their Offers:

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Add Automations

Create Automations for each Offer tier to discontinue payment and access to the Offer if an upgraded or downgraded Offer is purchased. These steps use the original Automations experience. Deactivate from offer is the same Then action on the upgraded experience, but you choose it on the Automation canvas instead. Learn which Automations experience you have
  1. In the Offer Editor, scroll to Automations.
  2. Click + Add Automation.
  3. Open the Then dropdown menu.
  4. Select Deactivate from offer (discontinues payment and access).
  5. Select the Offer that will deactivate the Offer you are editing if purchased (the downgraded or upgraded Offer tier).
  6. Click Save to apply your changes.
Repeat those steps for every other Offer that should cancel the one you are editing, selecting a different Offer in the Then action each time. This upgrades or downgrades your customer based on the Offer tier they held before the purchase: Then work through your remaining Offer tiers the same way, so every tier has an Automation for each of the other tiers a customer could move to. Once they are all in place, each Offer should have Automations like the example below: Setting up your Automations for each Offer ensures that your customers can upgrade or downgrade their current Offer by purchasing the upgraded or downgraded Offer you provide.