Discontinue Plans with Active Users
Discontinue a pricing plan while keeping access for existing subscribers.
IN THIS ARTICLE
Consider These Things
Recommended Method to Discontinue a Pricing Plan
Consider These Things When Archiving a Pricing Plan With Active Users Subscribed to It:
Deleting a pricing plan that has active subscribers has several important consequences:
- New subscriptions: the plan immediately becomes unavailable to new subscribers.
- Current subscribers: clients keep access to all content associated with this plan, including courses, tracking goals, and Community, unless you cancel their subscription manually.
- Recurring charges: monthly recurring payments, whether through PassionPayments or Apple/Google, continue unless you cancel the subscription manually.
- There's no separate βarchiveβ state in Passion Studio β deleting is the only discontinue action, and it's built to preserve existing subscribers automatically.
Recommended Method to Discontinue a Pricing Plan
For a smooth transition, follow these best practices:
Step 1: Create a New Plan to Replace the One Youβre Archiving
- Go to Offers β Plans.
- Create a new pricing plan with appropriate features and pricing.
- Decide whether to keep existing clients at their current rate or transition them to new pricing.
Step 2: Communicate With Your Users
- Notify users about the upcoming change well in advance.
- Explain the benefits of the new plan and any changes they can expect.
- Set clear expectations about when the transition will occur.
Step 3: Migrate Users to the New Plan If You Choose To
Option A: manually move clients from one plan to another:
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- Go to People.
- Select clients on the old plan and use the bulk action bar to add them to the new plan. See βManage Users in Bulk.β
Option B: automate a migration via Zapier:
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- Set up a Zap that triggers when clients meet specific criteria.
- Configure the Zap to automatically move clients from the old plan to the new one.
- Test thoroughly before implementing the automation.
Zapier integrations are a premium feature available with certain Passion plans. Please check our pricing page for more information.
Step 4: Rename the Old Plan
- Edit the old plan's name to include βArchivedβ or βLegacyβ for easy identification.
- Under Sell on, uncheck Web and in-app availability so it's no longer available for purchase. See βUse Availability Selectors & Paywalls for Your Pricing Plans.β