What’s a Subscription Group?
A Subscription Group is a way to link related subscription plans together so members can:
Move between plans in the same group
See a plan carousel of available plans for them to move to
Select a new billing interval if you’ve made multiple ones available
Each Subscription Group is a single upgrade/downgrade path.
How to Set Up Subscription Groups
Create Your Plans
Make sure you’ve created the subscription plans you want to include. The plans you create must be subscriptions, paid or free (only web).
Create a Subscription Group
Go to Admin > Marketing Tools > Subscription Groups.
Click the + icon in the upper right corner and create a subscription group.
Add in the name, platform and select the plans you would like to add to the group.
Add Plans to the Group
When you create a new plan, you’ll see an option to assign it to a Subscription Group.
Important Notes:
On Web, you can add or remove a plan from a group at any time.
On iOS, you must assign the group during plan creation.
A plan can only be in one Subscription Group but you can easily duplicate the plan.
You can also set the order that your plans appear within the group, separately for Web and iOS.
Important Note: Member Experience
A member can change plans by going to Personal Settings > Plans and Access > Plan > Change Plan
They will see a Plan Carousel showing plans they can move to.
Clicking a plan opens up more information about the plan:benefits, description, and pricing.
Here they can opt in to choose a new billing interval (e.g., monthly vs quarterly) and confirm their switch.
If a plan is in a group, members can only move to other plans in the same group.
For more details on how members move plans, check out this article.
Here’s how things behave based on where members are:
Web: Members can move to any plan in the same group. Hidden plans inside a Subscription Group are not visible in the upgrade screen
iOS: Members will see all plans in the group, even hidden ones.
Web + iOS: Members outside of a group can still move to any visible plan.
Test the Experience
Join using a test account and go to Personal Settings > Plans and Access to view the subscription groups. Try upgrading or downgrading to confirm the experience is what you want.