Configure Automated Plan Retention Offer for EWA Users
Use these steps to provide a retention offer that's automatically opened when a member starts to cancel their plan from the EWA customer app. This can be configured for a all plans, a specific plan, or one select plan. Organizations can also require a minimum number of plan renewals for the customer to be offered the discount.
Contact DRB to Enable this Feature
- Identify the plans that should include a retention offer.
- Determine whether a customer must incur a minimum number of renewals before the offer can be generated.
- Contact DRB to enable the feature.
Configure a Promotion
- Log In to Patheon Portal.
- Select configuration.
- Select Promotions. The promotions panel opens.
- Select add promotion (1 general) panel opens. . The
- In Name*, enter the promotion name, for example, 50% discount on next reload.
- In Platform*, select EWA.
- In Message, enter the text to display to the customer, for example, Before you cancel your [plan name] plan, please consider staying to receive a discount of 50% on your next reload.
- In Trigger*, select Discontinue Plan.
- Select add promotion (2 actions) panel opens. . The
- In Discount name, select the discount, for example, 50% discount on next reload.
- Select add promotion (3 activation) panel opens. . The
- In Status, select Active.
- Select promotion detail panel opens with the details of the newly created promotion. . The