Configure cancellation questionnaires and retention offers from the dashboard
The cancel flow is a multi-step UI that intercepts cancellation requests. It collects feedback via a questionnaire, optionally presents a retention offer or pause option, and processes the outcome. The entire flow is configured from the ZeroSettle dashboard — update questions and offers without an app update.
Individual answer options in a single_select question can trigger specific pages in the flow:
Trigger
Behavior
triggers_offer: true
Routes the user to the retention offer page after answering
triggers_pause: true
Routes the user to the pause page after answering
Only one trigger can be set per option. Options without triggers proceed to the next question or the default flow.This lets you tailor the experience based on the cancellation reason. For example, if a user selects “Too expensive,” route them to a discount offer. If they select “Taking a break,” route them to the pause page.
The dashboard tracks detailed analytics per cancel flow response:
Metric
Description
Outcome distribution
Breakdown of cancelled, retained, paused, and dismissed outcomes
Offer shown / accepted
Whether the retention offer was presented and whether the user accepted
Pause shown / accepted
Whether the pause option was presented and whether the user accepted
Pause duration selected
Which pause duration the user chose
Last step reached
The furthest step the user reached in the flow
Question answers
Individual responses — selected option label or free text content
Use this data to optimize your questions and offers. For example, if most users who see the retention offer accept it, consider triggering it for more answer options. If a particular question has low completion, simplify it.
Update questions, offers, and triggers from the dashboard at any time. Changes take effect immediately — no app update required.