Subscriptions Overview

Documentation Index

Fetch the complete documentation index at: https://docs.elasticfunnels.io/llms.txt

Use this file to discover all available pages before exploring further.

ElasticFunnels can bill recurring products on schedule. Use the subscription screens to review billing status, open a customer’s billing history, and take admin actions like pause, cancel, force bill, or change the next charge date.

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Subscription Statuses

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Viewing Subscriptions

Go to Reports → Subscriptions in the sidebar.

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Quick Access Tabs

Use the tabs at the top to filter by status: All, Active, Trial, Paused, Past Due, Canceled. Each tab shows the count of matching subscriptions.

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Columns

• Status — Color-coded badge
• Customer — Name and email
• Product — Subscription product name
• Amount — Recurring charge amount
• Frequency — Billing interval (Monthly, Weekly, Daily, Yearly)
• Cycle # — How many successful charges have occurred
• Next Charge — Date of the next scheduled billing
• Started — Original purchase date
• Gateway — Payment gateway used

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Filters

Narrow the list using the filter bar: Email, Merchant, Product Code, and Date Range.

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Subscription Detail Drawer

Click any subscription row to open the detail drawer.

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Tabs

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Admin Actions

Action buttons appear at the bottom of the drawer:

• Cancel — Terminate the subscription
• Pause — Temporarily stop billing
• Resume — Restart a paused subscription
• Skip Next Charge — Move the next scheduled billing forward by one cycle without charging now
• Force Bill — Trigger an immediate charge attempt
• Change Date — Set a new next billing date (opens a date picker)
• Reactivate — Restart a canceled or past-due subscription
• Edit Pricing — Adjust the recurring charge amount, shipping, and discount for the subscription

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Edit Pricing

The Edit Pricing action opens a modal where you can adjust: Changes take effect on the next billing cycle. The discount amount is calculated automatically based on the type and value.

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Bulk Actions

On the Subscriptions list, select multiple rows with the checkboxes, then use the bulk action menu:

• Cancel Selected — Cancel all selected subscriptions
• Pause Selected — Pause billing for all selected subscriptions
• Force Bill Selected — Run an immediate billing attempt for each selected subscription

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Subscription Events in Conversions

Subscription lifecycle events also appear in the main conversions list at Reports → Conversions. Use these quick access tabs to filter them:

• Sub Cancel — Subscription cancellations
• Renewal — Successful subscription renewals
• Renewal Failed — Failed renewal attempts

Purchase conversions that are subscription renewals display a small purple Recurring badge. You can also use the Subscription Only checkbox filter to show only subscription-related conversions.

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Automation Triggers

Subscription events can trigger automations (email sequences, webhooks) through the funnel automation builder:

• Subscription Cancel — Fires on cancellation
• Subscription Change — Fires on product or amount changes
• Subscription Renewal — Fires on successful renewals
• Subscription Renewal Failed — Fires on failed renewals
• Subscription Reactivate — Fires on reactivation
• Subscription Winback — Fires 30 days after cancellation for re-engagement flows

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Setting Up Subscription Products

To make a product recurring:

1. Go to Settings → Products
2. Open a product and enable Is Subscription
3. Set the Frequency and Frequency Unit (e.g., every 1 month)
4. Optionally configure a Trial Period (in days) and First Charge Free

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Subscription tiers (optional)

Products can expose multiple subscription tiers with different intervals and prices, for example good / better / best:

1. On the same product, enable Is Subscription and set the base frequency as usual.
2. In the Subscription tiers section, turn on Enable subscription tiers.
3. Click Add tier for each option. For each tier, set:
   • Tier ID — Stable identifier (for example monthly, quarterly)
   • Interval and Interval count — How often this tier bills
   • Price — Recurring amount for that tier
   • Label — Customer-facing name for checkout
4. Save the product.

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Stepped Pricing (optional)

Subscription products can have stepped pricing — the recurring charge changes after a set number of billing cycles. This is useful for introductory pricing, loyalty discounts, or tiered retention strategies.

1. Open the product under Settings → Products.
2. Ensure Is Subscription is enabled.
3. In the Stepped Pricing section, toggle it on.
4. Click Add Step for each pricing tier. For each step, set:
   • From Cycle — The cycle number this price starts at
   • To Cycle — The cycle number this price ends at (leave empty for “forever”)
   • Price — The recurring charge amount during these cycles
5. Save the product.

Example: charge $19.99/mo for cycles 1-3, then$14.99/mo from cycle 4 onward.

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Prepaid Options (optional)

Subscription products can offer prepaid discounts where customers pay upfront for 3, 6, or 12 months at a reduced rate:

1. Open the product under Settings → Products.
2. Ensure Is Subscription is enabled.
3. Set the 3-Month Discount (%), 6-Month Discount (%), and/or 12-Month Discount (%) fields.
4. Save. Checkout will offer these prepaid options to customers.

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Subscribe & Save (optional)

Subscription products can show a Subscribe & Save discount so the recurring price is lower than the one-time purchase price:

1. Open the product under Settings → Products.
2. Ensure Is Subscription is enabled.
3. Set Subscribe & save discount (%) to the percentage off the one-time price you want for subscribers (for example 10 for 10% off).
4. Save the product. Checkout can display the savings versus the one-time price based on this field.

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Recurring Coupons

Coupons can be configured to apply to recurring subscription charges, not just the initial purchase:

1. Go to Settings → Products → Coupons tab.
2. Create or edit a coupon.
3. Under Recurring Subscription Mode, choose:
   • First purchase only — Discount applies only to the initial order (default).
   • All recurring charges — Discount applies to every renewal indefinitely.
   • Limited recurring cycles — Discount applies for a set number of renewals. Set the Number of cycles field.
4. Save.

The recurring coupon logic is enforced during billing. The subscription detail drawer shows the applied coupon info, including the recurring mode.

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Brand Subscription Settings

Global subscription policies are configured under Settings → Subscriptions:

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Default Email Templates

On the same settings page, assign default email templates for subscription events. These serve as fallbacks when a merchant-specific template is not configured:

• Purchase confirmation
• Renewal success
• Renewal failed / dunning
• Subscription paused
• Subscription canceled

Merchant-level email template assignments (on the Merchant detail page → Email tab) override these brand-level defaults.

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Subscription Analytics

Subscription dashboard cards include:

• Net Revenue Retention (NRR) — Tracks MRR growth from existing subscribers over time, including expansion, contraction, and churn.
• Subscription KPIs — A summary card showing Active Subscriptions, MRR, Churn Rate, and Average LTV with period-over-period deltas.

Add these cards via the dashboard builder under the Subscriptions category.

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Export & Bulk Operations

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Export

From the Subscriptions list, click Export to generate a CSV file. You can export all filtered results or just selected rows. You’ll receive an email with a download link when the export is ready.

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Bulk Actions

Select multiple subscriptions and use:

• Cancel Selected — Cancel with an optional reason
• Pause Selected — Pause billing for all selected
• Force Bill Selected — Trigger immediate charge attempts