Upzelo offers two ways to launch a retention flow, you can use one or both depending on the tactic, goal or customer decision point of your retention campaign. We recommend that for the best possible retention experience, that you integrate Upzelo into your platform completely with the "Integrated" option.

This option will require your development team's assistance, but it shouldn't take long.

The integrated experience is our most popular and most secure option. It creates a modal window inside your website, for a seamless customer experience.

There is work required to get the integrated experience set up by your development team. If you need help with this, you can invite teammates to this screen or you can copy your code snippets directly from the set up screen.

You can also send your development team the technical documentation.

This option is great for teams with custom technology and access to developers.

This opens your Upzelo cancellation flow in a new browser window. There is no code required to set up the freestanding experience. Upzelo creates a custom URL, which you can link to from your 'cancel' button or share directly with your customers.

The design can be customised, like the integrated version, however it will not automatically process cancellations, offers and account changes for you.

It's a great method for testing out Upzelo.

To start using the URL experience, all you need to do is share the URL with a subscriber, or test it out yourself. You can find the URL in your account, which is constructed in the following way:

https://[account name].manage-sub.com

The first screen that a subscriber will see, asks the subscriber to identify themselves by their email address. If an email address is provided that matches a subscriber in an Upzelo Audience, then the flow will continue. If the email address is not recognised, a note will be sent back to the user: "Your subscription is not recognised. Please contact us".

You can additionally, integrate the URL into your platform as a link and/or retention process and avoid the subscriber needing to identify themselves. To do this, simply pass some additional parameters into the URL as query strings:

Like this: https://[account name].manage-sub.com?customer_id=[customerId]&subscription_id=[subscriptionId]&mode=test&type=full&hash=[generated_hash]

customer_id - The id from your payment provider, that identifies the customer
subscriber_id - The id from your payment provider, that identifies the specific subscription, required when a customer has multiple subscriptions in order to show a custom flow
mode - test / live. Live is default, if not set
type - full / minimal. Minimal is default, if not set. full requires additional hash parameter
hash - Generated hash from your server, see technical documentation for assistance.