Automations

Upgrading & Downgrading Offers With Automations

Learn to automate changes to your Customer's subscription and Offer access to allow your Customers to upgrade or downgrade their Offers.

In this article:

Why use Automations?

Automations are a powerful tool when scaling your business. Automating various processes, like upgrading or downgrading a Customer's subscription, allow you to work effectively and efficiently as your list and your business grows.

Using Automations to help your Customers change their subscription mimics upgrades and downgrades and will only impact future payments.

Learn more about Automations in Kajabi

Warning:
If your Product is set to Drip release content, this Automation will reset your Customer's Start Date when they upgrade or downgrade their subscription. This will impact their access to released content and will require you to manually change their Start Date. Keep in mind, this will not impact their Product Progress if they upgrade or downgrade to Offers containing the same Product. 

Setting Up Your Offers

Step 1. 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:

Create_Multiple_Offers.png

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Step 2. Add Automations

Create Automations for each Offer tier to discontinue payment and access to the Offer if an upgraded or downgraded Offer is purchased:

  • In the Offer Editor, scroll to Automations.
  • Click + Add Automation.
  • Open the THEN dropdown menu.
  • Select Deactivate from offer (discontinues payment & access).
  • Select the Offer that will deactivate the Offer you are editing if purchased (the downgraded or upgraded Offer tier).
  • Click Save to apply your changes:

Then, repeat Step 2. Add Automations for every Offer that will trigger the cancelation of the Offer you are editing (adding a different Offer in the THEN action and Condition for each new Automation). This will upgrade or downgrade your Customer depending on their current Offer tier prior to purchase:

Growth_Plan_Automations.png

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After adding Automations to your first Offer, continue adding Automations for every Offer tier as shown in Step 2. Add Automations.

After adding all of your applicable Automations to every Offer, each Offer should have Automations just as the example shown below (click the image to expand):

All_3_Automations.png

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Setting up your Automations for each Offer will ensure that your Customers can upgrade or downgrade their current Offer by simply purchasing the upgraded or downgraded Offer you provide.

And that’s how you can upgrade or downgrade Offers using Automations! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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