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Configure offersPlan switch

Plan switch

Plan switch moves a cancelling customer to a cheaper plan you’ve pre-approved. It’s your “shrink, don’t lose” lever — the customer wants the product, just at a smaller scope. Keeping them on Stripe at any subscription beats losing them entirely, and a customer on the smaller plan today is a much better upgrade candidate than a churned one.

Plan switch is monthly-only and downgrade-only today. Yearly customers and cross-cadence switches aren’t supported yet.

Set up your downgrade paths

In your dashboard under Widget → Switch plan, you define which downgrades you’re willing to allow. For each current plan, pick one or more cheaper plans the customer can switch to.

A good first setup is one cheaper target per top plan. Fewer options convert better — a customer staring at multiple downgrade tiles spends decision energy that could have gone toward accepting. Start with one, watch the save-rate signal, add a second only if your usage data shows two distinct downgrade audiences.

For a switch to actually show up, the target plan needs to be:

  • Strictly cheaper than the customer’s current plan.
  • The same billing cadence (monthly → monthly).
  • The same currency.
  • A standard per-seat or flat-rate plan (not metered or usage-tiered).

If none of the targets you configured for a given source pass these checks, the offer is hidden for that customer.

What the customer sees

When they accept, the cancel flow shows a confirmation: switched to the new plan, the new price, no charge or credit today, next invoice will be at the new rate.

What happens on Stripe

Unchurn swaps the subscription’s price to the target you configured. There’s no immediate charge or credit — the customer’s next regular invoice bills at the new rate. The subscription stays continuous; no downtime, no separate cancellation.

When plan switch is hidden

  • The subscription’s billing interval is not exactly month × 1 (annual, weekly, or multi-month intervals are not supported today).
  • The subscription has multiple line items (we don’t risk a partial swap).
  • Stripe automatic tax is enabled on the subscription.
  • No allowed downgrade exists for the customer’s current plan.

Common pitfalls

  • No real cheaper tier. A “downgrade” plan that’s so stripped-down it isn’t usable reads as a downgrade trap. Customers click through to cancel anyway.
  • Too many options. Three is the cap; two is usually better; one is fine. Decision-fatigue costs you saves.
  • Deleted Stripe prices. If you delete or archive a target plan in Stripe, that downgrade path silently goes ineligible. Confirm your target plans are active before publishing config changes.

Where to go next

PauseTrial extension