Churn Prevention Campaign

Write a cancellation flow, save offers, and win-back sequence for at-risk users.

A real workflow from the Magister template catalog — the same steps a dedicated agent executes for your brand, shown in full before you run anything.

What you provide

The steps, in full

  1. 1

    Define at-risk user signals and segment criteria

    Define the precise behavioural signals that identify at risk segment as at risk of churning from product name. Examples: no login in 14+ days, dropped below a usage threshold, cancelled a scheduled action, downgraded plan, or reached the trial end without converting. For each signal, specify the trigger condition and the urgency level (high / medium / low). This segment definition will gate which users enter the campaign.

  2. 2

    Write the cancellation flow

    Write the cancellation experience for product name: (1) Exit survey — 5 cancellation reason options with one open text field (keep it under 30 seconds to complete). (2) Save offer screen — displayed after the reason is selected, show a relevant retention offer (e.g. pause, discount, feature unlock). Write 3 different save offer variants matched to the most common cancellation reasons. (3) Confirmation message — if they proceed, send them off graciously and invite them back.

  3. 3

    Write the 3-email win-back sequence

    Write a 3-email win-back sequence for at risk segment who have already churned or are highly at risk. Email 1 (Day 1 after churn signal): personalised re-engagement with a specific feature or value reminder. Email 2 (Day 7): share a new feature or improvement they missed, reframe the value of product name. Email 3 (Day 21): final offer — time-limited discount or extended trial — with a clear expiry to create urgency. Each email under 150 words.

  4. 4

    Draft in-app messaging for pause and downgrade alternatives

    Write in-app modal or banner copy for two scenarios: (1) Pause offer — shown to at risk segment before they reach the cancellation screen; copy should be empathetic, offer a 30-day pause, and require only one click. (2) Downgrade offer — shown when a user indicates cost as the reason; present the lower tier as a bridge option, highlight what they keep, and minimise what they lose. Keep each message under 50 words with a clear CTA.

What it won't do without you

Magister workflows draft and prepare autonomously, but anything externally visible — publishing a page, sending an email, changing a campaign — waits for your approval. You can run this template once, or schedule it and review the results as they land.

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