#gabor

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sturdy viperBOT
slender latch
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So now, as far as I can see my only option is to give fix amount rewards instead of free months (e.g. via balance upgrade). My question is: do I understand this well? Are there any options I can't see that I can take the coupon solution further, and build it fully and reliably?

Thanks!

PS: I think "free month" coupons would simplify this a lot.

stone viper
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Hi there

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Reading

slender latch
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Hi 👋

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Take your time

stone viper
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Gotcha

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Yep I think fixed amount coupons are the best solve here

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So instead of doing a percent, calculate the amount for a month and apply that

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Then that same discount will be applied on upgrade/downgrade and it won't change due to %

slender latch
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If I convert the free month to fix amount (and have different amounts for the yearly and monthly subscriptions), then I will still bump into the same problem at plan switch.

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Since the yearly plan is discounted, so the monthly price is lower.

stone viper
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So you only want to give one month off but then if they switch from yearly --> monthly you only want to give 1/12th of a month off? I don't think I'm fully following, sorry.

slender latch
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Customers can collect multiple free months. When on a monthly plan, a rewarded customer will have only one 100% coupon on the subscription, so we would apply more 100% off coupons in the following months if there are multiple reward points.

When a customer switches from monthly to yearly plan, we would replace that 100% coupon to a 8.33% coupon. And if they have three reward points (for example), we would replace the 100% coupon to a 25% coupon (three months off the yearly price).

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The yearly plan is half price at the moment, so let's say the monthly price is $10, and the yearly is $5 per month.

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So, with fix rewards, we would need a $10 coupon for monthly users, and $5, $10, $15 … $60 coupons for yearly users.

stone viper
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So if they are on a yearly Price they get a $5 off coupon. When they switch to monthly here ($10 a month) how much discount should they ideally get?

slender latch
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$10, after switching.

stone viper
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Oh okay got it

slender latch
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Let's say the monthly customer has three reward points (three free months), and they have a 10$ coupon attached to the subscription. When switching to yearly plan, they should get $15 that results in three free months. When switching back, $15 should be converted to $10, that they will get for 3 months).

stone viper
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Hmm yeah this is really complicated with Customer Portal unfortunately

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There isn't really going to be a clean way to handle it since you want a dynamic discount amount

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Like you need control to change the coupon/discount or apply the right Customer Balance amount (prior to Invoice)

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This just isn't something the Customer Portal handles at the moment. You would essentially need to build your own Customer Portal for this funcationality

slender latch
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Then, it seems that currently it is not possible to give free month rewards when using the Customer Portal.

stone viper
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Not to dynamically do this with changing from yearly --> monthly or vice versa

slender latch
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Ok, I got it. Thank you.

stone viper
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Sure. I can submit some feedback about having a customizable coupon like "one month off"

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I understand the use-case, unfortunately we just don't support this right now

slender latch
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Thank you, that would be great.

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Other possible solution would be to have a way to run an api function on our side when payment at plan switch happens (via webhooks), that would give us a chance to remove or update coupons just before payment happens. But that is probably not an ideal solution on Stripe's side.

stone viper
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Yeah that is really hard with Customer Portal

slender latch
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I think I will implement this with a fix amount reward then. E.g. $5 reward for both monthly and yearly customers. This can be implemented easily via customer balance. Not ideal, but still something.

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Thank you again for your help!

stone viper
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Yep that sounds like the best bet for now