NAVEST Toolkit for WooCommerce

Description

Every cancelled subscription is recurring revenue lost. NAVEST Toolkit for WooCommerce helps you keep subscribers at the moment they want to leave, understand why they leave, and turn more free trials into paying customers.

Retention: cancellation survey with offers

When a customer clicks “Cancel” in My Account, a friendly survey asks why. For each reason you decide what happens next:

• Free period – the next payment moves back by days, weeks or months.
• Discount – a percentage or fixed discount on the next renewals, applied to the subscription instantly.
• No offer – the cancellation is simply confirmed.

Campaigns can target products or categories. Every answer is stored with its outcome, so you see which reasons come up most, which offers work and how much revenue they saved – including free-text answers, filters and CSV export.

Trial coupons

A “Subscription Trial” coupon type: the customer pays nothing today and the first renewal moves back by the trial length (e.g. 15 days). The cart shows the trial length and the first renewal date. The dashboard tracks how many trials turn into paying subscriptions.

Dashboard

Trial conversion, saved cancellations, save rate and revenue at a glance, with a 12-month projection.

Made for multilingual shops

The survey popup, the offers and the texts follow each customer’s language. Works with WPML, Polylang, TranslatePress and Weglot, respects Loco Translate and ships with English, German and French translations.

Pro: Win-back

Not every cancellation can be prevented. Win-back follows up once the subscription has ended:

• An e-mail sequence of up to six e-mails, each with a personal, single-use discount code.
• One click in the e-mail puts the ended subscription back into the cart with the code applied.
• A “welcome back” banner in My Account.
• Contacts, clicks and revenue won back on the dashboard.
• Test mode sends every e-mail to your own address first.

Win-back is available in the Pro version, which you can buy and install from within the plugin (WooCommerce → NAVEST Toolkit → Win-back).

Privacy

The plugin stores the answers of the cancellation survey (reason, optional free text, offer and outcome) in your WordPress database, linked to the subscription. You can delete them under WooCommerce → NAVEST Toolkit → Responses. It also remembers the language a customer used at checkout and in My Account, to answer in that language.

Win-back (Pro) stores a contact per ended subscription (customer, e-mail address, e-mails sent, clicks, personal code) to run the e-mail sequence and to count customers won back. No data is sent to third parties by these modules. Everything stays within your WordPress environment.

External services

This plugin uses the Freemius SDK for licensing, updates of the Pro version and the in-dashboard upgrade.

• Opt-in: after activation, the plugin asks whether you want to connect to Freemius for update notifications. If you agree, your name and e-mail address, the site URL and the WordPress, PHP and plugin versions are sent; the list of plugins and themes only if you allow it. Nothing is sent if you skip.
• License activation and purchase: when you enter a license key or open the pricing page, the license key and the site URL are sent to Freemius, and the checkout is loaded from Freemius.

Freemius: Terms of Service, Privacy Policy.

Technical details