Cancel Flow Best Practices Guide

Outline:

• Overview
• Action list
• Common cancellation reasons
• Additional cancellation reasons for inspiration
• Conditional cancel flow logic explained
• Setup Tutorial

Overview

The purpose of this article is to assist with setting up Skio's Cancel Flows. This exciting feature has been designed to reduce churn, increase retention and optimize the overall UX when it comes to cancellation intent. We will cover use cases and settings you can use/implement to help prevent cancellations and keep your customers subscribed.

Action list

1. Skip Next Order
2. Change Next Order Date
3. Edit Shipping Frequency
4. Swap Products
5. Offer Discount
6. Offer Gift
7. Contact Support

Common Cancellation Reasons

1. I have too much product
   Rebuttal 1
   Message: Did you know you can skip your order?
   Conditions: N/A
   Recommended action: Skip
2. I didn't like the taste/flavor
   Rebuttal 1
   Message: Would you like to try another product?
   Conditions: N/A
   Recommended action: Swap
3. Product is too expensive
   Rebuttal 1
   Message: Would you like a discount?
   Conditions: N/A
   Recommended action: Discount
   *explained in the conditional cancel flow section further below
4. I receive my product(s) too often
   Rebuttal 1
   Message: Would you like to change the order frequency?
   Conditions: N/A
   Recommended action: Change delivery frequency
5. Taking a break
   Rebuttal 1
   Message: Would you like to change your next order date?
   Conditions: N/A
   Recommended action: Change next order date
6. Other
   The "other" options is designed to allow the user (or customer service rep processing the cancellation) to input the reason for which the customer is cancelling in an empty field.

Additional Cancellation Reasons For Inspiration

1. I had an issue with my delivery
   Consider asking the customer reach out to your customer service team. You could insert your customer service phone number or contact email in the rebuttal.
2. I found the same product at a competitor for cheaper
   Consider offering a discount or asking the customer to reach out to your customer service team for a special discount. (This could be a great way to collect info about your competitors from your customers)
3. I am not seeing the value in this product
   Consider speaking to your product value proposition and highlighting quality factors.
   For e.g: you could indicate that your product is made with high quality ingredients and that it'’s ethically sourced.
4. I’m a bit tight on funds right now
   Consider offering a discount. You could leverage conditions to offer various discount tiers so that you're giving the right discount amount to subscribers based on the amount of cycles they completed.
5. I wanted a one-time purchase
   This reason is pretty self-explanatory. If customers are accidentally subscribing instead of making one-time purchases, this could warrant a design review for your product page.
6. My order was not shipped to me fast enough
   Consider offering to make things right by offering a discount.
7. I no longer use this product
   Consider offering the customer to try another product and set up the an action for a product swap
8. I found a different product that better suits my needs
   If you notice an increase of customers selecting this cancellation reason, it might be worth sending our product surveys or asking for a net promotor score within the customer journey for your store so you can learn on where the product can improve.

Conditions

Condition options

Not Sure Where to Start?

Skio's conditional cancel flow conditions can alter the recommended action and message for 2 different use cases (both can be applied on the same cancellation reason):

1. Split testing: If two treatments have the same conditions with different recommended actions, Skio will randomly split the subscriptions that click that cancellation reason into two cohorts for true split testing; use the new analytics dashboard to compare the result of this split test
2. Targeting subscriptions based on certain conditions: If conditions are setup, subscriptions that meet the conditions for that treatment will be offered that recommended action and message

Use these suggestions below to get started:

1. Cancel Reason: I have too much product
   1. Treatment/Rebuttal 1
      Message: Did you know you can skip your order?
      Conditions: Cycles Completed = 1
      Recommended action: Skip
      Use Case: Perform a split test to see how skips perform over edit frequency (Treatment 2)
   2. Treatment/Rebuttal 2
      Message: How about editing your frequency to something that matches your consumption? Feel free to use a customer interval if the frequency offered doesn't work for you
      Conditions: Cycles Completed = 1
      Recommended action: Edit frequency
      Use Case: Perform a split test to see how edit frequency performs over skips (Treatment 1)
   3. Treatment/Rebuttal 3
      Message: Did you know you can skip your order?
      Conditions: Cycles Completed >= 2
      Recommended action: Skip
      Use Case: Perform a split test to see how skips perform over edit frequency (Treatment 2)
2. I didn't like the taste/flavor
   Rebuttal 1
   Message: Would you like to try another product?
   Conditions: N/A
   Recommended action: Swap product
3. Product is too expensive
   1. Treatment/Rebuttal 1
      Message: How about a discount off your next order?
      Conditions: Subscription value < AOV (found in Performance Dashboard)
      Recommended action: 1-time discount
      Use Case: Test a 1-time discount compared to Treatment 2 (3 orders)
   2. Treatment/Rebuttal 2
      Message: How about a discount off your next 3 orders?
      Conditions: Subscription value < AOV (found in Performance Dashboard)
      Recommended action: Discount off 3 orders (same discount as Treatment 1)
      Use Case: Test a discount for the next 3 orders compared to Treatment 1 (1 order)
   3. Treatment/Rebuttal 3
      Message: How about a discount off your next order?
      Conditions: Subscription value > AOV (found in Performance Dashboard)
      Recommended action: 1-time discount (higher than Treatments 1 and 2)
      Use Case: Test a 1-time discount for subscribers whose order value is greater than your AOV (higher valued subscribers)
   4. Treatment/Rebuttal 4
      Message: How about a discount off your next 3 orders?
      Conditions: Subscription value > AOV AND Cycles Completed >=3
      Recommended action: Discount off 3 orders
      Use Case: Test a discount for the next 3 orders for high-valued subscribers who have ordered at least 3 times
4. Taking a break
   Rebuttal 1
   Message: Would you like to change the order frequency?
   Conditions: N/A
   Recommended action: Change next order date
5. Other
   The "other" options is designed to allow the user (or customer service rep processing the cancellation) to input the reason for which the customer is cancelling in an empty field.

Note: The Multi-Step Cancel Flow feature will be gradually released to all merchants in stages, with the rollout expected to be completed by end of September 2024.