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Going Live Checklist

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Written by Nawras Ganim
Updated today

You have set up your cancel flow and it looks great in preview. Before you send real customers through it, run through this checklist to make sure everything is in order.

Flow configuration

  • Flow status is set to Published (not Draft)

  • At least one cancel reason is added to the Survey step

  • At least one retention offer is created and targeted to a cancel reason or audience

  • Confirmation step copy is customised to match your brand voice

Installation

  • Widget: the script snippet is installed on your site and rq('show', ...) is called on your cancel button, passing the customer's email and subscription data

  • Cancel Page: your backend is generating signed session tokens and redirecting customers to the correct URL

Branding

  • Your logo is uploaded and displaying correctly in the preview

  • Accent colour matches your product's primary brand colour

Analytics

  • You have completed at least one test session to confirm data is appearing in your dashboard

βœ… All boxes checked? You are good to go. Once real customers start cancelling, sessions will appear in your dashboard within seconds. Monitor your save rate over the first week to see how your offers are performing.

πŸ’‘ Start simple. You do not need a perfect flow on day one. A basic survey and one well-targeted offer will outperform no intervention every time. You can always add more offer types and targeting conditions once you have real data.

πŸ’¬ Questions or concerns? Get help from our support specialists at Churn.io.

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