Subscription Upgrades
The Subscription Upgrade feature allows brands to increase LTV and AOV by offering personalized upgrade paths that encourage customers to commit to larger packs or longer cadences.
What is Subscription Upgrade?
How it works for customers
Setting up upgrades in the admin portal
Personalizing the upgrade experience
Understanding upgrade analytics
Eligibility, limitations & best practices
Need help?
The Subscription Upgrade feature gives customers the option to switch to a higher-value version of their current subscription. This could mean upgrading to a larger pack, choosing a longer delivery frequency, or both. For instance, a customer subscribed to a 1-month plan could be offered a 3-month plan with a better price and perks like free shipping.
This helps brands:
Improve customer retention by locking in longer commitments
Increase revenue per subscriber by promoting high-value SKUs
Deliver a more flexible and tailored subscription experience
When a subscription is eligible for an upgrade, a promotional banner appears at the top of the subscription details page in the customer portal. This banner highlights the benefits of upgrading, such as better discounts or added perks.
Customers can click the banner to view upgrade details in a dedicated drawer. This view compares their current subscription with the new option, including pricing and frequency changes. If multiple upgrade options are available, they’ll have the option to “See all upgrades” and browse the full list.
Even if the customer dismisses the banner, they can still access the upgrade offer later via a button on their subscription page. The upgrade flow is designed to be smooth, clear, and frictionless.
To configure upgrades, navigate to Loop Admin > Upsell > Customer Portal > Upgrade Profiles.
You can create two types of upgrades:
SKU + Frequency Upgrade – for customers moving to a bigger pack and longer cadence
SKU Upgrade Only – for customers switching to a higher-value product at the same frequency
Each upgrade profile lets you define:
Which products are involved
New frequency options
Discounts or incentives
Custom benefit messaging
You can also add targeting conditions such as:
Show this offer only after X subscription orders
Display to customers with specific tags
Target or exclude based on countries
These conditions allow brands to deliver upgrades at the perfect moment—whether to reduce churn or boost engagement.
Loop gives merchants full control over how upgrade offers appear.
In Upgrade Preferences, you can:
Choose whether upgrades trigger immediate charges
Show discount badges on upgraded SKUs
Customize texts like button labels and benefit descriptions
All texts support multi-lingual translations so you can offer localized upgrade journeys across regions.
Dismissed upgrade offers can also be reactivated using the “Reset Upgrade Visibility” option in the admin panel.
Loop provides detailed insights to help you track how upgrades are performing:
Total banner views show how often the upgrade promotion was displayed.
Total offer detail views track how many customers opened the upgrade drawer to see offer details.
Conversions shows the count of upgrades accepted within the selected period.
You can check this metrics on both an aggregate and profile level, helping you fine-tune your strategies for maximum impact.
To ensure a smooth upgrade experience, keep these points in mind:
For SKU upgrades & SKU + frequency upgrades, offer is shown only if the subscription has a single subscribed product (one-time add-ons are fine).
The new product must be mapped to a valid selling plan and be in stock.
Prepaid, gift and in-dunning subscriptions are not currently supported.
Admins can also trigger upgrades manually from the subscription detail screen and track every change in the subscription activity logs, including before/after details for product, frequency, and price.
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
Content of the article
What is Subscription Upgrade?
How it works for customers
Setting up upgrades in the admin portal
Personalizing the upgrade experience
Understanding upgrade analytics
Eligibility, limitations & best practices
Need help?
What is Subscription Upgrade?
The Subscription Upgrade feature gives customers the option to switch to a higher-value version of their current subscription. This could mean upgrading to a larger pack, choosing a longer delivery frequency, or both. For instance, a customer subscribed to a 1-month plan could be offered a 3-month plan with a better price and perks like free shipping.
This helps brands:
Improve customer retention by locking in longer commitments
Increase revenue per subscriber by promoting high-value SKUs
Deliver a more flexible and tailored subscription experience
How it works for customers
When a subscription is eligible for an upgrade, a promotional banner appears at the top of the subscription details page in the customer portal. This banner highlights the benefits of upgrading, such as better discounts or added perks.
Customers can click the banner to view upgrade details in a dedicated drawer. This view compares their current subscription with the new option, including pricing and frequency changes. If multiple upgrade options are available, they’ll have the option to “See all upgrades” and browse the full list.
Even if the customer dismisses the banner, they can still access the upgrade offer later via a button on their subscription page. The upgrade flow is designed to be smooth, clear, and frictionless.
Setting up upgrades in the admin portal
To configure upgrades, navigate to Loop Admin > Upsell > Customer Portal > Upgrade Profiles.
You can create two types of upgrades:
SKU + Frequency Upgrade – for customers moving to a bigger pack and longer cadence
SKU Upgrade Only – for customers switching to a higher-value product at the same frequency
Each upgrade profile lets you define:
Which products are involved
New frequency options
Discounts or incentives
Custom benefit messaging
You can also add targeting conditions such as:
Show this offer only after X subscription orders
Display to customers with specific tags
Target or exclude based on countries
These conditions allow brands to deliver upgrades at the perfect moment—whether to reduce churn or boost engagement.
Personalizing the upgrade experience
Loop gives merchants full control over how upgrade offers appear.
In Upgrade Preferences, you can:
Choose whether upgrades trigger immediate charges
Show discount badges on upgraded SKUs
Customize texts like button labels and benefit descriptions
All texts support multi-lingual translations so you can offer localized upgrade journeys across regions.
Dismissed upgrade offers can also be reactivated using the “Reset Upgrade Visibility” option in the admin panel.
Understanding upgrade analytics
Loop provides detailed insights to help you track how upgrades are performing:
Total banner views show how often the upgrade promotion was displayed.
Total offer detail views track how many customers opened the upgrade drawer to see offer details.
Conversions shows the count of upgrades accepted within the selected period.
You can check this metrics on both an aggregate and profile level, helping you fine-tune your strategies for maximum impact.
Points to note:
To ensure a smooth upgrade experience, keep these points in mind:
For SKU upgrades & SKU + frequency upgrades, offer is shown only if the subscription has a single subscribed product (one-time add-ons are fine).
The new product must be mapped to a valid selling plan and be in stock.
Prepaid, gift and in-dunning subscriptions are not currently supported.
Admins can also trigger upgrades manually from the subscription detail screen and track every change in the subscription activity logs, including before/after details for product, frequency, and price.
Need help?
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
Updated on: 24/04/2025
Thank you!