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Using Pre-Built Flow Templates

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Written by Nawras Ganim
Updated today

Churn.io offers three pre-built flow templates to help you get up and running without having to configure every step from scratch. Each template is designed for a specific use case and can be fully customised after you apply it.

Available templates

Trial Rescue

Built for customers cancelling during a free trial. The survey focuses on trial-specific friction points, and the default offer is a trial extension. Best used when your trial-to-paid conversion is lower than you would like.

Standard Cancellation

A general-purpose cancel flow for active paying subscribers. Includes a survey with the most common cancel reasons, a discount offer as the primary retention lever, and a feedback step. A solid default for most subscription businesses.

Annual Upgrade

Targets monthly subscribers who are cancelling due to price. Instead of discounting, it surfaces the annual plan savings as the retention offer. Effective for businesses where the price concern is primarily about perceived monthly cost.

How to apply a template

  1. Go to Flows and click Create flow

  2. On the creation screen, select the template that fits your use case

  3. Give your flow a name and select the flow type (Widget or Cancel Page)

  4. Click Create

The template pre-fills your survey reasons, offers, and confirmation step. You can edit everything after applying it.

βœ… Templates are starting points

Applying a template does not lock you into anything. Every step is fully editable after creation. Treat it as a starting point and adjust the survey reasons, offer copy, and branding to match your product and voice.


πŸ’¬ Questions or concerns?

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