> ## 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.

# Subscriptions Overview

> Manage recurring subscriptions, view billing history, and take admin actions from the CRM

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.

## Subscription Statuses

| Status       | Meaning                                                      |
| ------------ | ------------------------------------------------------------ |
| **Active**   | Subscription is being billed on schedule                     |
| **Trial**    | Customer is in a free trial period before their first charge |
| **Paused**   | Billing is temporarily stopped; resumes later                |
| **Past Due** | A renewal charge failed; retries are in progress             |
| **Canceled** | Subscription has been terminated                             |

## Viewing Subscriptions

Go to **Reports** → **Subscriptions** in the sidebar.

### 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.

### 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

### Filters

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

## Subscription Detail Drawer

Click any subscription row to open the detail drawer.

### Tabs

<Tabs>
  <Tab title="Overview">
    Product name, frequency, status, gateway, and customer address. If the subscription has a trial period, trial details are shown here.
  </Tab>

  <Tab title="Billing History">
    Timeline of all charges — successful and failed — with amounts, dates, and gateway responses.
  </Tab>

  <Tab title="Changes">
    Audit log of modifications: upgrades, pauses, resumes, and amount changes.
  </Tab>

  <Tab title="Emails">
    Log of subscription-related emails sent to this customer.
  </Tab>
</Tabs>

### 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

<Note>
  Actions are context-aware. For example, **Resume** only appears for paused subscriptions, and **Reactivate** only appears for canceled or past-due subscriptions.
</Note>

### Edit Pricing

The **Edit Pricing** action opens a modal where you can adjust:

| Field               | Description                                     |
| ------------------- | ----------------------------------------------- |
| **Amount**          | The recurring charge per cycle                  |
| **Shipping Amount** | Shipping cost per cycle                         |
| **Discount Type**   | Percentage or fixed amount                      |
| **Discount Value**  | The percentage or dollar amount of the discount |

Changes take effect on the next billing cycle. The discount amount is calculated automatically based on the type and value.

### 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

## 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.

## 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

## 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**

#### 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.

#### 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.

#### 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.

#### 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.

## 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.

## Brand Subscription Settings

Global subscription policies are configured under **Settings** → **Subscriptions**:

| Setting                   | Description                                               |
| ------------------------- | --------------------------------------------------------- |
| **Cancellation Policy**   | Immediate, end of period, or admin only                   |
| **Grace Period (days)**   | Days after failed payment before cancellation             |
| **Max Billing Cycles**    | Automatically cancel after N cycles (0 = unlimited)       |
| **Allow Pause**           | Let customers pause their subscription                    |
| **Allow Skip**            | Let customers skip the next charge                        |
| **Allow Swap Product**    | Let customers switch to a different subscription product  |
| **Allow Change Date**     | Let customers change their next billing date              |
| **Customer Self-Service** | Enable the customer-facing subscription management portal |

### 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.

## 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.

## Export & Bulk Operations

### 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.

### 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