One-Click Upgrades are upgraded offers to your subscription plan, presented to your customer after the initial checkout. One-Click Upgrades are similar to One-Click Upsells, but the difference is, that a One-Click Upgrade gives you the option to offer your customer a chance to upgrade the subscription that they purchased on your main checkout offer.

To set up a Subscription Upgrade, you will need to be offering a Subscription on your base checkout, then, you will be able to add an Upsell for a different plan, and configure the upsell to be an ‘Upgrade’ for the original subscription plan e.g Offering an upgrade straight to an annual plan, after a customer has purchased a monthly plan. 

A Few Things to Note:

• When setting up a One-Click Upgrade, the first step is to select the subscription plan you would like to offer the upgrade on (i.e, when a customer chooses this plan they will be offered the One-Click Upgrade). E.g selecting the monthly plan for the One-Click Upgrade to offer the yearly plan after the initial checkout.
• When a One-Click Upgrade is present on the checkout, Spiffy will still run any automation that you have set up for the initial purchase. If the One-Click Upgrade is accepted, any automation configured for it will also run, so be sure to set up your automation in your connected system to accommodate this.
• When a One-Click Upgrade is present on the checkout, Spiffy will delay the subscription payment for the initial purchase until an action is taken on the Upgrade offer, or until 2-hours have passed. We call this 2-hour period the “Upgrade Window”, or “Upgrade Grace Period”.
  • If the upgrade is accepted, the customer will be charged the amount for the upgraded subscription immediately, and not the initial subscription price.
  • If the customer declines the upgrade the customer will be charged the price of the initial subscription immediately.
  • If the customer abandons the One-Click Upgrade page (taking no action), the customer will be charged the price of the initial subscription once the “Upgrade Window” has closed. This makes it so you don’t have to cancel subscriptions, and your subscription churn and retention stats are accurate.
• Subscriptions will be put into a Pending status until Spiffy runs a charge for one of the subscriptions based on the criteria outlined above. Payment is either charge immediately as long as the customer takes an action on the upgrade step, or payment is automatically processed when the “Upgrade Window” expires.
• Any Discount/Promo code used on the main checkout will not reflect on the upgrade option as discounts do not apply to upsells/upgrades.

Setting up a Subscription One-Click Upgrade

To get started, be sure that you are offering a ‘Subscription’ on your main checkout, and then create/navigate to an ‘Upsell’ page in the editor.

1. From the Upsell page editor, hover over the page and click Edit Block to open the Upsell settings sidebar.
2. In the sidebar Product Settings click Subscription Options and select the subscription you would like to offer as your upgrade.
3. Next, you will need to associate the upgrade with your Subscription offer from your main checkout. In the Upsell sidebar, scroll down until you see an option labeled ‘Subscription Upgrade’.
4. Click Enable and select the plan from your main checkout that an upgrade should be offered for. Your customer will ONLY be presented this upgrade offer if they purchase the selected ‘Subscription’ on the initial checkout.
5. From here, you can modify the content of the page, like a standard upsell. You can also add a Trial period or Automation to the upgrade offer.
6. Once configured, be sure to click Save at the top of the Upsell Sidebar and when you are ready, Publish the checkout.