A flow template is a ready-made cancellation flow that comes pre-filled with a survey, retention offers, a feedback prompt, and a goodbye message — so you can launch a proven save flow in minutes instead of building one from scratch. This article shows you where to find the templates, how to preview them, and how to turn one into your own flow.
Where to find templates
Open the Flows page from the sidebar. Below the Your flows section you'll see a Templates section labelled "Pre-built flows to get you started." Each template is shown as a card with its name and a short description of what it's designed to do.
If you don't have any flows yet, the empty state also invites you to "Create your first flow or choose a template below to get started quickly."
Available templates
churn.io ships with six templates. Each one is built for either the in-page widget or the hosted cancel page, but you can switch the type when you create the flow (see below).
Trial rescue — Catches trial users before they cancel with a free trial extension and a fallback discount.
Standard cancellation — A general-purpose retention flow for any subscriber, offering a discount and a pause option.
Annual upgrade — Turns monthly churn into an upgrade by offering a discounted annual plan, with a pause as a fallback.
Classic retention — A cancel-page flow pairing a short survey with a discount offer.
High-touch — A cancel-page flow for at-risk users that asks which competitor they're switching to and offers a free month or a deeper discount.
Minimal exit — A brief survey with no offers and a fast cancellation, for when you want to keep the exit simple.
Preview a template before using it
Want to see what your customers would experience? On any template card, click Preview. You'll be asked to choose how to preview it:
Preview as Widget — Opens an interactive preview of the flow right inside the page, so you can click through the survey, offers, and goodbye screen exactly as a customer would.
Preview as Page — Opens the full-page version of the flow in a new browser tab.
💡 Previewing changes nothing
A preview is marked "not saved or visible to customers." It's only a demonstration — nothing is created and your customers never see it. Preview as many templates as you like before deciding.
Use a template to create a flow
When you've found a template you like, click Use template on its card. A New cancellation flow dialog opens, pre-filled with the template's details:
Choose a Flow type — Widget (an in-page popup) or Page (a hosted cancel page). The template starts on its recommended type, but you can switch.
Set the Flow name. This defaults to the template name, but you can rename it to anything you like. If a flow of the same type already has that name, you'll be prompted to pick a different one.
Optionally add a Description to remind yourself what the flow is for.
Click Create flow.
churn.io creates the new flow — complete with the template's survey, offers, feedback prompt, and goodbye message — and takes you straight into the flow builder so you can review and adjust every step.
What happens next
A flow created from a template starts as a draft. It is not live and won't be shown to your customers until you publish it. From the flow builder you can:
Edit the survey reasons, headlines, and follow-up questions.
Adjust the retention offers — change discount amounts, pause lengths, free months, or trial extensions.
Reword the feedback prompt and the goodbye screen.
Set who the flow targets and how cancellations are handled.
When you're happy with it, take the flow live from the Flows page to start showing it to customers.
⚠️ Connect your payment gateway before going live
Templates include retention offers like discounts and pauses, which act on your subscriptions. A flow can only be taken live once your payment gateway is connected — otherwise those offers can't be applied. Your plan may also limit how many flows can be live at once.
A template is just a starting point — once your flow is created, it's fully yours to customise, preview, and refine.