Discontinue Plans with Active Users

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: 

Archiving a pricing plan that has active subscribers will have several important consequences:

• New subscriptions: The plan will immediately become unavailable for new subscribers
• Current subscribers: Users will keep access to all content associated with this plan, including courses, goal tracking features, and communities, unless you cancel their subscription manually.
• Recurring charges: Monthly recurring payments whether through PassionPayments or Apple/Google will continue unless you cancel the subscription manually.

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 You’re Archiving

1. Navigate to Admin View > Pricing.
2. Create a new pricing plan with appropriate features and pricing.
3. Decide whether to keep existing users at their current rate or transition them to new pricing.

Step 2: Communicate With Your Users

1. Notify users about the upcoming change well in advance.
2. Explain the benefits of the new plan and any changes they can expect.
3. 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 users from one plan to another by following these steps:

1. 1. Navigate to the Users tab.
   2. Select users on the old plan and reassign them to the new plan.

Option B: Automate a migration via Zapier:

1. 1. Set up a Zap that triggers when users meet specific criteria.
   2. Configure the Zap to automatically move users from the old plan to the new one.
   3. Please test thoroughly before implementing the automation.

Step 4: Archive the Old Plan

1. Edit the old plan's name to include "Archived" or "Legacy" for easy identification.
2. Untick its availability in App Stores and the Passion App under Availability Selectors, so that it will no longer be available for purchase.