Run Campaigns via Loop

Campaigns help you reach your subscribers through timely, personalized offers directly inside the Customer Portal or via Email/SMS.

They’re designed to promote discovery, trigger engagement, and simplify subscriber actions from adding a new product to resuming a paused subscription.

All campaigns are deeply integrated with Loop’s notification system and marketing platforms such as Klaviyo giving brands complete control over how and when they reach subscribers.

Why use Campaigns?

Campaigns help brands drive engagement and retention through highly visible, action-oriented offers.

Key benefits:

Higher engagement: Drive offer visibility by displaying banners in the customer portal rather than relying solely on email opens.
Boost revenue & AOV: Encourage customers to add complementary or premium products to their subscriptions.
Create urgency: Set limited-time deals to prompt faster decisions and increased conversions.
Better retention: Convert paused or cancelled subscriptions back to active ones through personalized win-back offers.

Types of Campaigns

Each campaign type is designed to achieve a specific business goal.

Campaign Type	Description	Use Case
Upsell/Cross-sell Product	Unlock exclusive products at special prices for loyal subscribers	New product launch • Exclusive subscriber offer for rare product • Stock clearance campaign for specific product
Recover Failed Payments	Incentivize subscribers to update their failing payment methods	Reduce churn from payment failures
Winback Campaign	Re-engage cancelled subscribers with irresistible one-click offers	Regain churned subscribers
Resume Subscription	Motivate paused subscribers to resume with discounts	“Welcome back” incentive for seasonal or paused users
Swap Products	Replace out-of-stock items with alternatives instantly	Prevent cancellations due to OOS/discontinued SKUs • Introduce higher-margin or better-fit substitutes
Order Now	Encourage customers to place orders sooner	Allow early ordering to create urgency or meet demand spikes
Login Campaign	Encourage portal logins for exclusive offers	Highlight rewards to improve subscriber portal engagement

Upsell/Cross-sell Product Campaign

The Upsell/Cross-sell Product Campaign allows brands to highlight exclusive products or deals within the Customer Portal, encouraging subscribers to add them to their upcoming orders or active subscriptions. It’s a powerful way to increase Average Order Value (AOV) and promote new or limited-edition products without relying solely on emails.

Key Features

1. Customer Portal Banners

A new discovery channel to showcase live offers directly on the Customer Portal.

Subscribers can view and engage with ongoing campaigns instantly.
Clicking the banner opens an in-portal offer drawer to explore and accept the offer.
Once accepted, the campaign is marked as completed and removed for that subscription.
If multiple campaigns apply, subscribers can swipe through multiple banners.

Banner customization path:

Loop Admin → Customer Portal → Themes → [Your Theme] → Customize → Layout → Subscription Details Page → Campaign Banner

2. Limited-time Offers

Create urgency by setting an expiry date for your campaign.

Once expired, the banner disappears automatically from the portal.
Any expired link (shared via email or SMS) will redirect subscribers to the portal but won’t show the offer drawer.

All the campaign types will be limited time only. Brands can run the campaigns for 2 months (difference between campaign start and end date)

3. Campaign Templates

To make it easier for brands to get started, Loop provides ready templates for various use cases:

New Product Launch – Announce and sell new products to existing subscribers.
Exclusive Subscriber Offer – Offer early access or subscriber-only deals.
Stock Clearance – Clear inventory efficiently by promoting select SKUs.

Schedule campaigns: No more last minute checklist hassle to turn on subscription campaigns. Brands can effortlessly schedule campaign to a future date and time to match the offer timings.

How to Create an Upsell/Cross-sell Campaign

Follow these simple steps to set up your campaign:

Navigate to:

Loop Admin → Campaigns → Create Campaign → Upsell/Cross-sell Product

Add an Internal Name for easy identification.
Select Audience:

All active subscriptions or
Specific subscriptions using filters (e.g., frequency, product, or customer tags)

Select Channel:

Customer Portal banner
Email/SMS via Klaviyo or other integrations
Both

Select Product:

Choose the product you wish to promote as an upsell or cross-sell.

Add Banner Images:

Desktop banner (recommended: 3912 × 964 px)
Mobile banner (recommended: 2000 × 960 px)

Customize Offer Texts:

Edit button labels and success messages like:

Offer Details, Accept Offer, Decline Offer, and success messages

Set Timeline:

Add start and end dates to define the campaign’s active duration.

(Optional) Notify via Email:

Enter an email to receive completion alerts.

Click Save to launch your campaign.

Customer Experience

Once live, subscribers visiting the Customer Portal will see banners (if created) for ongoing campaigns.

Clicking the banner opens an offer drawer to explore the details.
They can choose to:
- Add as Subscription Product, or
- Add as One-time Add-on
Upon completion, a success message confirms the product addition, and the campaign disappears from their view.

This real-time experience ensures subscribers don’t miss exclusive deals while reducing friction compared to traditional email-only promotions.

Performance Tracking

You can view the performance of each campaign under Loop Admin → Campaigns

Metrics available:

Audience: Number of subscribers targeted.
Clicks: Number of subscribers who interacted with the campaign.
Completion Rate: Percentage of subscribers who completed the desired action.

These insights help brands evaluate which campaigns are driving the most engagement and identify opportunities to optimize offer design or targeting.

FAQs

[FAQ-START]

► What happens when a campaign expires?

► Can multiple campaigns be visible at once?

► Can I run Upsell campaigns alongside Recover Failed Payment or Winback Campaigns?

► Do Campaigns support external marketing tools like Klaviyo?

Need help?

No worries - we're here for you!

If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.

Regards,

Loop Subscriptions Team 🙂

Return to top

Updated on: 17/10/2025

Was this article helpful?

Thank you!