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About subscription upgrades

Upgrade accounts for your customers expanding their subscription by prompting them to switch to a higher pricing plan.

What can be upgraded​

These are some of the most commonly updated components:

  • Extending intervals: The customer signs up for a monthly subscription and chooses later on to subscribe annually to the product. The change translates in an annual billing cycle, instead of the original monthly billing cycle. For more details, see Combine Longer Billing Interval with Early Renewal (Monthly to Yearly).
  • Adding items: The customer adds to the number of items in their subscription by going from a single-item subscription to a multi-item subscription, or merely adding up to multi-item subscription.
  • Upgrading products: The customer is prompted to switch from a standard product to a premium product to benefit from premium-exclusive features. You can achieve this scenario by suggesting cross-cells or up-sells. To learn more about cross- and up-sells, take a look at these use-cases:
  • Increasing the quantity:The customer decides to either increase the number of product licenses attached to the item, or the usage data related to the subscription. For more details, see Combine a Usage Data Upgrade with an Early Full-Price Renewal and Increase License Quantity.
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The upgrades above can be combined based on the customer journey and your campaigns strategy. For more information on the use cases, see Upgrade subscriptions.

Upgrade Funnels​

These are some of the most common upgrade funnels used in Cleverbridge:

Trial-to-Paid upgrade​

The Trial-to-Paid upgrade reflects the conversion from a free trial user to a paying customer, which occurs with the upcoming billing interval. The customer either goes from a time-limited access to the full product, receives the license key for the full product after testing the free version, or switches from freemium to a paid product. Free trials are easily set up on our platform, read the following article to learn how: Set up a free promotional period for a subscription.

To learn more about this significant step in the customer journey, read through the following use case: Customer Converts from Freemium to Paid Subscription.

Here are the supported funnels for Trial-to-Paid upgrades:

Trial Upgrade Funnels

Signup upgrade​

The Signup upgrade consists of the steps taken by the subscriber to upgrade to a higher plan during the initial interval of the subscription shortly after signup. You can execute the upgrade in one of two ways: either effective immediately where prorated billing is applied, or once the subscription interval reaches full term.

Read through the following use case Upgrade a Subscription Immediately for more details about prorated Signup upgrades.

Here are the supported funnels for Signup upgrades:

Signup Upgrade Funnels

Early upgrade​

The Early upgrade occurs when the subscription renewal happens before the scheduled renewal date. This opportunity arises when a subscriber is inclined to add a new item, upgrade the product version, increase the number of licenses, or extend the interval length of their existing subscription. You can incentivize customers to upgrade ahead of time and execute the upgrade effectively by applying prorated billing. For more information about how this works, see Understand Subscription Alignment, Pro-rated Billing, and Preview Prices.

Read through the following use cases to understand more about prorated billing:

Early Upgrade Funnels

On Time upgrade​

The On Time Upgrade refers to increasing and extending the subscription capabilities beyond the current subscription parameters. The upgrade is synchronized with the scheduled renewal date and extends the subscription offering to meet the evolving subscriber needs, which may include extending usage data or adding new and complementary products to the subscription, for example. Read through the following use cases for more details:

On Time Upgrade Funnels


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