Marketing Team Guide
Everything marketing teams need to know about Subscribfy
Your complete guide to using Subscribfy for customer retention, email marketing, and growth.
Quick Links
Churn Offers
Create retention offers to prevent cancellations
Integrations Setup
Connect Klaviyo, Postscript, Attentive
Your Marketing Toolkit
1. Email & SMS Integrations
Connect Subscribfy with your marketing platforms for automated flows.
| Platform | Type | What You Can Do |
|---|---|---|
| Klaviyo | Email + SMS | Flows, segments, subscriber data |
| Klaviyo Loyalty | Points, tiers, redemption events | |
| Postscript | SMS | Text campaigns, automations |
| Attentive | SMS | Personalized messaging |
Start here: Integrations Setup Guide - Step-by-step setup for each platform.
2. Customer Retention
Reduce churn with targeted offers and understanding why customers leave.
| Tool | Purpose | Link |
|---|---|---|
| Churn Offers | Show offers when customers try to cancel | Configure → |
| Cancellation Analytics | See why customers cancel | Analytics → |
| Churn Offers Analytics | Track offer performance | Analytics → |
Retention Workflow
Analyze Cancel Reasons
Go to Analytics → Cancellations to see top reasons customers leave.
Create Targeted Offers
In Settings → Churn Offers, create offers for each cancel reason:
- "Too expensive" → Discount offer
- "Don't use enough" → Pause option
- "Have enough items" → Skip billing cycle
Monitor Performance
Track acceptance rates in Analytics → Churn Offers.
Optimize
A/B test different offers, adjust based on data.
3. Email Templates
Customize transactional emails sent to customers.
| Template | When Sent | Customize In |
|---|---|---|
| Upcoming Charge | Before billing | Messaging → |
| Failed Charge | Payment failed | Messaging → |
| Membership Activated | New member | Messaging → |
| Membership Cancelled | After cancel | Messaging → |
| Membership Paused | After pause | Messaging → |
For advanced email flows (welcome series, win-back campaigns), use Klaviyo integration.
4. Loyalty & Referrals
Drive repeat purchases and word-of-mouth growth.
| Feature | Description | Link |
|---|---|---|
| Points System | Earn points on purchases | Loyalty Overview → |
| Tiers | VIP levels with benefits | Tiers → |
| Referrals | Reward customers for referrals | Referrals → |
| Coupons | Points-based rewards | Coupons → |
Marketing Use Cases
5. Analytics for Marketing
Key reports for marketing decisions.
| Report | What It Shows | Where |
|---|---|---|
| Membership Overview | New members, churn, revenue | Analytics → |
| Churn Analysis | Cancel reasons, timing | Analytics → |
| Churn Offers | Offer acceptance rates | Analytics → |
| Payment Recovery | Failed payments, recovery | Analytics → |
| Wallet Pass | Mobile engagement | Analytics → |
Key Metrics to Track
| Metric | Target | Action if Low |
|---|---|---|
| Churn Rate | < 5%/month | Review cancel reasons, improve offers |
| Offer Acceptance | > 30% | Test different offer types/values |
| Email Open Rate | > 25% | Improve subject lines |
| Recovery Rate | > 60% | Optimize dunning emails |
6. Segmentation Ideas
Use Subscribfy data in your marketing platforms.
Klaviyo Segments
| Segment Name | Criteria | Use For |
|---|---|---|
| Active VIPs | Status = Active | Exclusive offers, early access |
| At Risk | Active + No order 30 days | Win-back campaign |
| Recently Churned | Cancelled last 30 days | Re-engagement offer |
| Payment Failed | Has failed billing | Update payment reminders |
| High LTV | Total spent > $500 | VIP treatment |
| New Members | Member < 7 days | Onboarding flow |
| Approaching Tier | Points close to next tier | Tier promotion |
Common Marketing Workflows
Need More Help?
| Topic | Go To |
|---|---|
| Detailed Klaviyo setup | Klaviyo Integration → |
| All email templates | Messaging → |
| Analytics deep dive | Analytics Dashboard → |
| Loyalty configuration | Loyalty Section → |
| Technical webhook setup | Data Teams Guide → |
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