Subscription Toolkit – Cancellation Survey, Win-back & Trial Coupons for WooCommerce Subscriptions

Every cancelled subscription is recurring revenue lost. Subscription Toolkit by NAVEST reduces churn in WooCommerce Subscriptions: a cancellation survey asks why customers want to cancel and answers with a retention offer – a discount or a free month – right in the cancel flow. Free trial coupons turn visitors into subscribers, and the Pro version adds win-back e-mails and subscription metrics such as MRR and churn rate.

More about the plugin and the Pro version: Subscription Toolkit on navest.ch.

Features at a glance

• Cancellation survey in My Account instead of a plain “Cancel” button
• Retention offers per cancellation reason: discount on the next renewals or a free period
• Survey responses and cancellation reasons with filters and CSV export
• “Subscription Trial” coupon type: free trial of X days, weeks or months with a coupon code
• Dashboard: saved cancellations, save rate, trial conversion and revenue
• Multilingual and multi-currency shops: WPML, Polylang, TranslatePress, Weglot, Loco Translate
• Pro: win-back e-mail sequence with personal discount codes after a subscription ended
• Pro: reminders for unfinished sign-ups whose first payment failed
• Pro: subscription metrics – MRR, churn rate, retention by start month, customer lifetime value

Cancellation survey with retention offers

When a customer clicks “Cancel” in My Account, a friendly survey asks why. For each reason you decide what happens next:

• Free period – the next payment moves back by days, weeks or months.
• Discount – a percentage or fixed discount on the next renewals, applied to the subscription instantly.
• No offer – the cancellation is simply confirmed.

Campaigns can target products or categories. Every answer is stored with its outcome, so you see which reasons come up most, which offers work and how much revenue they saved – including free-text answers, filters and CSV export.

Free trial coupons for WooCommerce Subscriptions

A “Subscription Trial” coupon type: the customer pays nothing today and the first renewal moves back by the trial length (e.g. 15 days). The cart shows the trial length and the first renewal date. The dashboard tracks how many trials turn into paying subscriptions.

Dashboard

One page shows what the plugin does for your shop, for the last 30 or 90 days, the last 12 months, all time or a custom range:

• Headline figures: trial-to-subscription rate, cancellations saved, save rate, and the revenue saved and generated – paid so far and projected over the next 12 months.
• Retention: cancellation attempts, saved, cancelled and closed without deciding, plus the revenue customers paid after they stayed.
• Trial coupons: trials started, converted to paid, cancelled before paying and still running, with the revenue from trials.
• Top cancellation reasons and offer performance: how often each offer was shown, accepted or declined, and its acceptance rate.
• Latest responses with the reason, the free-text answer and the outcome.
• Win-back (Pro): contacts, e-mails sent, clicks, customers won back and completed sign-ups, with the revenue won back.

Filter by retention campaign to compare campaigns with each other.

Pro: Win-back e-mails

Not every cancellation can be prevented. Win-back follows up once the subscription has ended:

• An e-mail sequence of up to six e-mails, each with a personal, single-use discount code.
• One click in the e-mail puts the ended subscription back into the cart with the code applied.
• A “welcome back” banner in My Account.
• Unfinished sign-ups: customers whose first payment failed get their own sequence – a reminder within the hour that leads straight back to the payment, optionally with a code later. They are never treated as cancelled subscribers.
• Contacts, clicks and revenue won back on the dashboard.
• Test mode sends every e-mail to your own address first.

Pro: Subscription metrics (MRR, churn, retention)

See how your subscription business develops. The history is built from your existing subscriptions on activation:

• Monthly recurring revenue (MRR), active subscriptions, revenue per subscription and customer lifetime value.
• Gained and lost MRR per month: new, reactivated, upgraded, downgraded and cancelled.
• Churn rate by subscriptions and by revenue, split into cancellations, failed payments and expired terms.
• Retention by start month and the renewals due in the next 30 days.
• Filter by product or variation, CSV export.

Win-back and Metrics are available in the Pro version, which you can buy and install from within the plugin (WooCommerce → Subscription Toolkit).

Privacy

The plugin stores the answers of the cancellation survey (reason, optional free text, offer and outcome) in your WordPress database, linked to the subscription. You can delete them under WooCommerce → Subscription Toolkit → Responses. It also remembers the language a customer used at checkout and in My Account, to answer in that language.

Win-back (Pro) stores a contact per ended subscription or unfinished sign-up (customer, e-mail address, e-mails sent, clicks, personal code) to run the e-mail sequence and to count customers won back. Metrics (Pro) stores the changes of each subscription’s monthly amount (subscription, customer, product, amount, date) to calculate MRR, churn and retention. No data is sent to third parties by these modules. Everything stays within your WordPress environment.

External services

This plugin uses the Freemius SDK for licensing, updates of the Pro version and the in-dashboard upgrade.

• Opt-in: after activation, the plugin asks whether you want to connect to Freemius for update notifications. If you agree, your name and e-mail address, the site URL and the WordPress, PHP and plugin versions are sent; the list of plugins and themes only if you allow it. Nothing is sent if you skip.
• License activation and purchase: when you enter a license key or open the pricing page, the license key and the site URL are sent to Freemius, and the checkout is loaded from Freemius.

Freemius: Terms of Service, Privacy Policy.