Setting up Retain Term Optimization

Annual plans drastically reduce churn. Here's the data.

Retain can help get more of your customers on annual plans.

1. Submit mapping of which monthly plan ids correlate to which annual plan ids. This helps us calculate the appropriate discount value for each customer.

You can duplicate the template provided here and send to

2. Let us know what percent of engaged users you'd like to target. For example, the top 20% of all engaged users are good prospects to upgrade.

3. That's it! We'll then be able to provide your customers with a beautiful 1-click UX to upgrade their subscription.

Term optimization email to customers.

Confirmation modal for customers to upgrade their subscription.

In-app notification offering customers an upgrade to an annual plan.

How did we do?

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