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How to Customize Widget Follow-Ups

PreviousConnecting StripeNextHow to Connect Slack

Last updated 1 month ago

Staysignal allows you to customize your widget follow-ups to maximize customer retention. You can configure the exit survey flow, define cancellation reasons, and set up targeted retention offers based on customer responses.

Step 1: Access Widget Settings

  • Navigate to .

  • Select the cancellation reason and follow-up you want to customize.

Step 2: Configure Cancellation Reasons & Exit Survey

  • Define the list of cancellation reasons users can choose from.

  • Add follow-up questions to gather deeper insights into why users are canceling.

Step 3: Set Up Retention Offers

Once users select a cancellation reason, you can present them with a retention offer to encourage them to stay. You can configure:

1. Discount Offers

  • Percentage-based: X% off for a set number of months.

  • Flat fee discount: A specific amount off for a set period.

  • One-time or lifetime discount: Apply a discount once or indefinitely.

2. Support Offers

  • Offer a one-on-one meeting to resolve user concerns.

  • Provide a support call for assistance.

  • Send a follow-up email with additional information or alternative solutions.

Step 4: Save and Deploy

  • Review your settings and click Save Changes.

  • The widget will now display your configured exit survey flow and retention offers.

Final Steps

Test the widget behavior to ensure smooth operation, then monitor feedback and iterate on your follow-up strategies to optimize retention.

Start customizing your widget now: .

Go to Widget Setup
Widget Setup