AI Retention & Churn Prevention

Retention hub overview

A tour of the Retention page — the setup summary, the churn and recovery numbers, and the seven retention tools (payment recovery, save offers, commitments, cancel flow, win-back, rewards and the customer portal) with where each one is set up.

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The Retention page brings together every tool that keeps subscribers from leaving and wins back the ones who did. It shows how your store is doing and which tool to set up next. Open it from your Shopify admin: Apps → RecurX Subscriptions → Retention.

Retention tools summary

The Retention tools card counts how many tools are Active and how many are Not set up. It names the first tool on the list that you haven't turned on yet — click Set up to go straight to it.

The Retention tools card with the Set up button highlighted
The Retention tools card with the Set up button highlighted

Your numbers

The cards under it show:

Card What it tells you
Monthly churn (last 30 days) The share of subscribers who left in the last 30 days, with the healthy band (6–10%) for comparison
Recovered this month Payments that succeeded after a failed charge
Health score An overall rating, for example Needs attention
Recovery rate (last 12 months) How many failed payments were recovered
Save rate (last 30 days) How many customers who started to cancel took an offer instead
Cancellation reasons (configured) How many reasons customers can pick from when they cancel
The retention health cards: monthly churn, recovered this month, health score, recovery rate, save rate and cancellation reasons
The retention health cards: monthly churn, recovered this month, health score, recovery rate, save rate and cancellation reasons

A card shows — until there is data, for example No failed payments to recover yet.

The retention tools

Each tool has a card with its status (Active, Off or Not set up) and a Manage button. Use the tabs — All, Payment recovery, Cancellation flows, Win-back, Loyalty & rewards — to filter the cards.

The tool cards under the All tab, with the tab bar highlighted
The tool cards under the All tab, with the tab bar highlighted
Tool What it does Guide
Payment recovery Retries failed payments by decline reason and reminds customers before their card expires (Rescue Sequences) Payment recovery
Save offers Tests save offers against each other in the cancel flow Cancel flow and save offers
Commitment & early-cancel fee A minimum number of orders per plan; cancelling early can be blocked or charged a fee Create a subscription plan
Cancel flow builder The multi-step save sequence customers see before they cancel Cancel flow and save offers
Customer recovery Win-back campaigns for subscribers who already cancelled Win-back campaigns
Rewards program Points and VIP tiers for your subscribers Loyalty program
Customer portal What subscribers can do on their own: skip, swap, pause and update their payment details Set up the customer portal
The Loyalty & rewards tab selected, showing only the Rewards program card
The Loyalty & rewards tab selected, showing only the Rewards program card

Plans

The customer portal, payment recovery and commitments work on every plan. Save offers, the cancel flow, win-back and the rewards program are included in the Basic ($29/mo) and Pro ($49/mo) plans. See RecurX billing.

Where to start

  1. Keep Payment recovery on, so failed renewals are retried.
  2. Check the customer portal is in your customers' account menu — a subscriber who can skip or pause doesn't need to cancel.
  3. Review your cancel flow, then test offers in Save offers.
  4. Add a win-back campaign for subscribers who cancelled.
  5. Reward long-term subscribers with the loyalty program.

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Need help?

Ask in chat — our assistant answers straight away from these guides, and a person from the team takes over whenever you ask. Or email [email protected].

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