Templates & screen types
Account moment templates
Trial ending, welcome to Pro, payment failed, pause instead of cancel, win-back and referral screens.
These screens meet a customer at a moment in their subscription. Your site decides when to show them, usually with a placement and audience, and handles the button's Action ID.
| Template | Intended for | Action IDs and fields |
|---|---|---|
| Trial Ending | A friendly heads-up before a trial ends | review_plan |
| Welcome to Pro | Right after a purchase: confirm, what unlocked, first thing to try | start_exploring, setup_workspace |
| Pause Instead | Offer a one to three month pause before cancelling | field pause_length; pause_subscription, cancel_anyway |
| We Miss You | Someone returning after months | resume_lesson |
| Payment Failed | A payment did not go through, how long access lasts | update_payment |
| Usage Limit Reached | What ran out and when it returns, upgrade or wait | upgrade_plan |
| Referral Share | Invite a friend, both get a month | copy_referral_link, share_referral |
| Card Expiring Bar | A calm banner that the card is expiring | update_card |
Card Expiring Bar is made as a banner. The others are popups. Edit the numbers and offers to match your plans: the templates hold sample values only.