Most subscription businesses rely on outbound email to promote premium plans and add-ons — effective for highly engaged users, but casual visitors need more context to see the value of upgrading. Recurly Engage takes an on-site, personalized approach instead: prompt users who haven't purchased an add-on or premium plan, using screen- or event-based triggers to deliver upgrade messaging exactly when it matters.

Available on all Recurly plans

1Definition 2Key benefits 3Key details 4Example

Prerequisites

You must have Company, App Administrator, or App Member permissions in Recurly Engage.

Definition

The Premium Plan Adoption use case delivers targeted on-site prompts to users who meet your engagement criteria but haven't yet upgraded, using contextual triggers — page views or events — for maximum relevance.

Key benefits

Increased conversions Reach users in context to motivate plan upgrades.

Personalized offers Dynamically tailor messaging based on user behavior and variables, like first name.

Optimized timing Trigger upgrade prompts on key screens or after specific actions to maximize impact.

Key details

This scenario prompts users on your site who haven't yet purchased the add-on or premium plan, with contextual upgrade offers. Configure the trigger on relevant screens or events to make sure users see the right message at the right time.

Guide

Update your segment

Modify the Engaged Users segment to include users on the target subscription plan.

Create the prompt

Create a Popup Prompt (Settings > Prompts) and customize the headline, message, and dynamic variables, like first name.

Configure the upgrade action

Under Add Action, select your billing platform and specify the plan users should upgrade to.

Set the effective date (optional)

Set the effective date for the plan change if you'd like one.

Target Test Users

Target the prompt to the Test Users segment.

Set the trigger

Set the trigger to fire on the homepage (for example, URL /) or other key pages.

Start the prompt

Add yourself as a test user

Add your user ID to Test Users (Settings > Users > Test Users).

Verify the prompt

Confirm the prompt launches when you visit the homepage.

Roll out to production

Update the prompt's targeting to include Engaged Users for the production rollout.