---
title: "Cancel Flow Loyalty Screen guide"
slug: "cancel-flow-loyalty-screen-guide"
updated: 2026-02-24T19:15:40Z
published: 2026-02-24T19:15:40Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.skio.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cancel Flow Loyalty Screen guide

> This feature is intended to be used with [Skio Loyalty.](/help/docs/loyalty)

## What is the Loyalty Screen in Cancel Flow?

Loyalty Loss Aversion (Loyalty Screen) is a Cancel Flow step that shows customers what they'll lose if they cancel their subscription. When a customer enrolled in your loyalty program tries to cancel, they'll see a screen highlighting their tier status, rewards, and progress—giving them a reason to reconsider.

This screen always appears after any Splash Screen in your cancel flow, making it one of your last chances to retain loyalty members before they complete cancellation.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-01-28 at 13.18.20.gif)

An example Cancel Flow: **Cancel** > **Splash Screen** > **Loyalty Screen**> **Cancel reasons**.

> Only customers enrolled in your loyalty program will see this screen.

## How to set up Loyalty Loss Aversion

### Step 1: Navigate to Cancel Flow

1. In the lefthand menu of your **Skio Dashboard**, go to **Retain** > **Cancel Flow**
2. Select the flow you want to edit, or create a new flow

### Step 2: Add the Loyalty Screen step

1. Hover over **Splash Screen**, then select **Loyalty Screen** ****![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-02-24 at 14.13.05.png)
2. Drag the Loyalty Screen into your flow.

> Loyalty Loss Aversion always appears after Splash Screen, even if you try to reorder it. This ensures your Splash screen videos or offers appear first.

### Step 3: Choose a retention action

Select what action you want to offer customers instead of canceling:

- Skip next order
- Change next order date
- Edit frequency
- Swap product
- Pause
- Delay (Allow customers to choose a delay of 1, 2, or 3 billing cycles for their subscription)
- Get now
- Misc link
- Apply credits

### Step 4: Add a title

Enter a title for the screen and optionally, a subtitle.

### Step 5: Customize your message

> Write a personalized message using loyalty properties. Type `{{` to see all available options.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/image(53).png)

How the default message appears to customers during the cancel flow.

#### Default message in the modal (works for most merchants)

```plaintext
Hi {{first_name}},

        You're currently a {{loyalty_tier}} tier member.{{#if loyalty_current_ltv_distance_to_next_tier}}{{#if loyalty_next_tier_name}} You're only ${{loyalty_current_ltv_distance_to_next_tier}} away from {{loyalty_next_tier_name}}{{#if loyalty_next_tier_rewards}} where you'll unlock: {{~#each loyalty_next_tier_rewards~}}
                        {{this.name}}{{#unless @last}}
                        {{/unless}}{{~/each~}}{{/if}}{{/if}}{{/if}}
        If you cancel now, you'll lose access to the rewards you've already earned. Stay subscribed to keep your tier and keep moving closer to your next upgrade.
```

#### If your loyalty program is based on orders instead of spending

```plaintext
<p>Hi {{first_name}},</p>
            <p>You're currently a <strong>{{loyalty_tier}}</strong> tier member.{{#if loyalty_current_order_count_distance_to_next_tier}}{{#if loyalty_next_tier_name}} You're only <strong>{{loyalty_current_order_count_distance_to_next_tier}}</strong> orders away from <strong>{{loyalty_next_tier_name}}</strong>{{#if loyalty_next_tier_rewards}} where you'll unlock: {{~#each loyalty_next_tier_rewards~}}
                            - {{this.name}}{{#unless @last}}<br>{{/unless}}{{~/each~}}{{/if}}{{/if}}{{/if}}
            If you cancel now, you'll lose access to the rewards you've already earned. <strong>Stay subscribed</strong> to keep your tier and keep moving closer to your next upgrade.</p>
```

#### If you don't use loyalty tiers and want to encourage customers to redeem credits instead of cancelling

```plaintext
<p>Hi {{first_name}},</p>
<p>You currently have {{loyalty_credit_balance}}. Want to use them instead of cancelling? </p>
```

> Set the action to **Apply credits** and set the **Conditions** to `credit balance greater than 0`.

#### Common properties you can use

- `{{first_name}}` Customer's name
- `{{loyalty_tier}}` Their current tier
- `{{loyalty_next_tier_name}}` Next tier name
- `{{loyalty_current_ltv_distance_to_next_tier}}` Dollar amount to next tier

### Step 6: Show current tier benefits (optional)

Toggle on **Show tier rewards** to display a "Benefits in this level" section listing all the rewards in the customer's current tier.

### Step 7: Add conditions (optional)

Add targeting conditions if you only want to show this screen to specific customers, such as

#### In Tier

> Target customers by their loyalty tier or credit balance.

- **If the customer's tier is**: Select **in** or **not in**, then choose specific tiers
- **If current credit balance is**: Choose a comparison (equal to, greater than, less than, etc.) and enter an amount

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-01-29 at 17.02.10(1).png)

Show the screen based on the customer's loyalty tier or credit balance.

#### Distance to Tier

> Target customers based on how close they are to reaching or losing a tier.

- Choose a metric: **Order count**, **LTV**, or **Product count**
- Select tier reference: **Current tier** or **Next tier**
- Set comparison: Choose an operator (equal to, greater than, less than, etc.) and enter a value
- **Apply post-cancellation logic** (optional): Evaluate based on the customer's state after canceling.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-01-29 at 17.08.49(1).png)

**Example**: To show the screen if a customer is within 2 orders of the next tier, select **Order count**, **Next tier**, **Less than or equal to**, and enter **2**.

#### Tier at Risk

> Target customers who may lose their current tier if they cancel.

- **If the customer's current tier is**: Choose **at risk of being lost** or **not at risk of being lost**
- **Apply post-cancellation logic** (optional): Evaluate based on the customer's state after canceling

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-01-29 at 17.04.03.png)

***See all available conditions***

****Customer-based conditions****

- **Customer tag**: Filter by whether a customer has or does not have a specified tag.
- **Credit balance**: Filter customers based on their available store or subscription credit balance.
- **In Tier:** Target customers who are currently in specific loyalty tiers.
- **Distance to tier:** Target customers based on how close they are to reaching their next loyalty tier (measured by order count, LTV, or product count) and their current tier level.
- **Tier at risk:** Target customers whose current tier is at risk of being lost due to tier expiry rules.

****Subscription-based conditions****

- **Order number**: Filter by the current order number (for example, a subscription with 3 orders would have order number = 3).
- **Total quantity**: Filter by total quantity of products in the subscription (for example, 1 × Product A and 1 × Product B = quantity of 2).
- **Total value**: Filter by total dollar value of the subscription (sum of each product's subscription price × quantity).
- **Subscription creation date**: Filter by when the subscription was created.
- **Day of week**: Filter subscriptions with a specific charge day of the week.
- **Discount code**: Filter subscriptions that contain specific discount codes.
- **Is prepaid renewing**: Filter prepaid subscriptions by whether they are set to renew (continue into another term) or end after the current prepaid cycle.
- **Migrated from another platform**: Identify subscriptions migrated from another platform (only captures the migrated subscription, not new subscriptions created by the same customer).
- **Next billing date**: Filter subscriptions where the next billing date falls on, before, or after a selected date.
- **Shipping interval**: Filter by how often the subscription ships (for example, every week, every 2 weeks, monthly).
- **Subscription country**: Filter by shipping address country (supports multiple selections). Condition can be set to **is** or **is not** to include or exclude customers in the selected countries.
- **Subscription ID**: Enter specific subscription IDs to target with the operation.
- **Subscription note**: Filter subscriptions based on keywords or text stored in the internal subscription note.
- **Subscription status**: Filter by status (Active, cancelled, failed, under review, paused).

****Product-based conditions****

- **Contains products:** Identify subscriptions that include a specific product.
- **Contains dynamic boxes:**Filter subscriptions that include a specific dynamic build-a-box product.
- **Contains static boxes:** Filter subscriptions that include a specific static build-a-box product.
- **Exclude products:** Identify subscriptions that do not include a specific product (helpful when paired with “contains products”).

****Other conditions****

- **Audit log**: Filter subscriptions based on specific audit log actions.
- **Cancel Flow**: Filter subscriptions that had X rebuttal shown and was saved or not saved.
- **Quick action**: Filter customers or subscriptions based on whether a specific Quick Action link has been actioned, or viewed but not actioned.
- **Surprise and Delight**: Filter customers who were or were not qualified for a surprise and delight gift.

> [!NOTE]
> What is post-cancellation logic?
> 
> Enable this toggle to evaluate conditions based on what the customer's loyalty status would be *after* they cancel, not their current status. This shows customers what they'll lose by canceling.
> 
> 
> 
> For example, set a condition for "**credit balance greater than 100**" with post-cancellation logic enabled. The screen only shows if they'd have more than 100 credits remaining *after* canceling.

### Step 8: Save your changes

1. Click **Save** on the Loyalty Loss Aversion step
2. Click **Save Flow** to publish your changes

## How it appears to customers

When a loyalty member tries to cancel:

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-01-28 at 13.13.55.png)

How the Loyalty Screen appears to customers when they attempt to cancel.

1. They see any **Splash Screen** first (if you have one)
2. Then they see the **Loyalty Screen** showing:
  - Your custom title and message
  - Their current tier
  - How close they are to the next tier (if applicable)
  - What rewards they'll unlock next (if applicable)
  - Benefits in their current tier (if toggled on)
  - Buttons to either take the retention action or continue canceling
3. If they choose the retention action (like Skip Next Order), cancellation is avoided
4. If they click **Continue**, they move to the cancellation reason prompts

### What the customer sees

**If they're working toward a next tier:** They'll see their current tier, how much they need to reach the next tier (in dollars or orders), and what rewards they'll unlock.

**If they're at the highest tier or have $0 to next tier:** They'll see their current tier and a reminder they'll lose their earned rewards if they cancel.

## Additional resources

- [Loss Aversion properties](/help/docs/loss-aversion-properties)
- [Getting started with Cancel Flows](/help/docs/getting-started-with-cancel-flows)
- [Cancel Flow Splash Screen guide](/help/docs/cancel-flow-splash-screen-guide)
- [Skio event and profile properties in Klaviyo](/help/docs/skio-properties-sent-to-klaviyo)

Cancel Flow is a feature in Skio that helps you reduce churn by presenting targeted offers—like discounts, pauses, or product swaps—when customers attempt to cancel their subscription.
