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Suggest the upgrade a customer actually needs

When a customer cannot use a feature or has used up an allowance, Entitler tells your app which plans and add-ons would give them that feature or more allowance. Your software uses those options to build a prompt; with Stripe connected, Entitler opens checkout or charges the change to Stripe.

Early access. We invite teams in small groups.

Explore the example
Interactive example

Change Free’s eligible paths and inspect Bob’s upgrade options.

Entitlements.CheckFeature: test_1002, export_pdf
{
  "entitlement": {
    "entitled": false,
    "upgrades": [
      {
        "planId": "pSanp2UYNt68GA88r6JWLCU",
        "planKey": "pro_basic",
        "planName": "Pro basic",
        "kind": "UPGRADE_KIND_PLAN",
        "move": "UPGRADE_MOVE_UPGRADE",
        "action": "UPGRADE_ACTION_BUY"
      }
    ],
    …
  },
  …
}

Prompt preview · Checkout actions are illustrative

Unlock Export to PDFIt comes with Pro basic.
Upgrade to Pro basicNot now

Let the current package shape the prompt

Bob is on Free and needs PDF export. Entitler only suggests plans and add-ons that a path leads to from Free. A path is a move you allow between two plans. See which of them provide it, then change the catalogue. Your app builds the prompt from the response; with Stripe connected, Entitler opens Stripe Checkout or charges the plan change to Stripe.

Step 1 of 5: Bob reaches a locked feature

Step 1 of 5: Bob reaches a locked feature

Bob is on Free and selects Export to PDF, a feature his plan does not include.

Your app, signed in as bob@example.com
Quarterly report

Tap Export to PDF to carry on.

How the check chooses which upgrades to suggest

This example uses the release All customers runs and four eligibility rules. Each track answers from the release rolled out to it, so a customer on Beta can see a newer plan before the All customers track does.

  • upgrade or switch

    Plans a path leads to

    Active plans on sale on the customer’s track that a path leads to from their current plan, where the upgrade or switch is turned on. Downgrades are excluded.

  • add

    Add-ons for their plan

    Active add-ons on sale on the customer's track that are compatible with their plan, excluding add-ons they already have.

  • subscribe

    Any plan, if they have none

    Customers without a plan receive every active plan on sale on their track that includes the feature.

  • never

    Never suggested

    Legacy plans, which no longer take new subscriptions; archived plans and plans not in the track’s release; plan changes turned off on a path; downgrades; and options without the feature or with a zero limit.

The customer is on
They reach
teamNot releasedTeamNot on sale until it is released and rolled out
  • SSO add-on
proActiveProNo path from Free
  • SSO add-on
pro_basicActivePro basicSuggested: upgrade
  • Standard support add-on
  • Premium support add-on
starterLegacyStarterNot on sale
freeActiveFreeCurrent plan
The catalogue in the Launch plans release, which All customers runs, shows its paths as arrows that point to the upgrade. Team is open in a change, not yet released, so it is left out of recommendations.
Bob Marsh, Export to PDF
{
  "entitlement": {
    "entitled": false,
    "upgrades": [
      {
        "planId": "pSanp2UYNt68GA88r6JWLCU",
        "planKey": "pro_basic",
        "planName": "Pro basic",
        "kind": "UPGRADE_KIND_PLAN",
        "move": "UPGRADE_MOVE_UPGRADE",
        "action": "UPGRADE_ACTION_BUY"
      }
    ]
  }
}

Only plans a path leads to from Free and add-ons for Free that include Export to PDF are suggested.

More prompts that follow the catalogue

Suggest relevant upgrades wherever customers need more features or capacity.

  • Suggest an add-on, not a bigger plan

    Farid needs priority support on Pro basic. He can upgrade to Pro or choose one of two compatible support add-ons. Add paths from Pro basic to Standard support and Premium support. The check answers both add-ons alongside the Pro upgrade.

  • Launch a new plan

    Team is still open in a change, so no prompt suggests it yet. Release the change with the upgrade along the path from Pro turned on, and roll it out. Pro customers lacking team seats or shared folders then receive Team as an upgrade option on each track that runs the release.

    More on building a new plan

  • Stop selling a plan

    You stopped selling Starter, but Dana Kerr and a few others are still on it. Mark Starter as legacy in a change, release it and roll it out to remove Starter from recommendations. Starter customers can still receive Pro as an upgrade along the existing path.

    More on retiring a plan

  • A new sign-up with no plan

    Someone signs up and reaches a paid feature before choosing a plan. Customers without a plan receive the active plans on sale on their track that contain the requested feature, each suggested as a new subscription.

Questions about upgrade prompts

No. Each recommendation contains a plan key, a name and the kind of move: subscribe, upgrade, switch or add. Read prices from Pricing.GetCustomerPricing: it answers the plans on sale on the customer’s track, with the price each channel holds and whether the plan can be bought there.

More solutions

Explore all solutions, organised by team, company size, industry and use case.

See how this would work for your product.

Try your plans in Entitler

Start with sample plans and customers. Then try a change you expect to make, such as a new tier, a usage allowance or an exception for an early customer. Request an invite to try it with your team.

Early access. We invite teams in small groups.