Skip to main content
This guide outlines the setup and configuration for enabling Subscription Upgrades within the Post-Purchase upsell flow. Subscription upgrades let you offer existing subscribers the ability to change their subscription when they accept a post-purchase upsell. This could mean changing their delivery frequency, swapping to a different product, or both. The feature connects natively with Recharge, Skio, and Loop to modify the customer’s existing subscription in real time via each platform’s API. You can also apply a discount to the upgraded plan as part of the offer. Important Note: Subscription Upgrades is currently available by request. To get it enabled on your account, please reach out to our support team.

​
Prerequisites: API Configuration

Before subscription upgrades appear in your dashboard, you need to connect your subscription platform via API.

​
Recharge

  1. Log in to your Recharge merchant portal.
  2. Navigate to Tools & Apps and click API Tokens.
  3. Click Create an API Token.
  4. Enter a name and contact email for the token.
  5. Set the following permissions to Read and Write:
    • Orders
    • Products
    • Subscriptions
  6. If available, granting access to Plans is recommended but not required.
  7. Click Save and copy the API key.
For more details, see Recharge’s API documentation.

​
Skio

  1. In your Skio dashboard, go to API & Integrations > API.
  2. Enter a name for your new API key.
  3. Click Generate API key.
  4. Copy the key immediately as it will only be shown once.
Make sure to grant all necessary scopes (edit, delete, create subscription) for the integration to work properly. For more details, see Skio’s API documentation.

​
Loop

  1. Open the Loop app and navigate to Settings in the bottom left corner.
  2. Under the Admin category, click API Tokens.
  3. Click Generate New Token.
  4. Provide a name for the token, select the appropriate scopes, and click Generate Token.
  5. Click Show Token to view and copy your key. Store it somewhere safe as you will need to treat it like a password.
For more details, see Loop’s API documentation.

​
Setup in Aftersell

  1. In Aftersell, go to Settings > Subscription Upgrades.
  2. Paste your API key from your subscription platform.
If the API token is missing or lacks the required permissions, the Subscription Upgrades menu will not appear in the Post-Purchase editor. Subscription Token

​
Accessing Subscription Upgrades

Once your API token is configured:
  1. In your Aftersell dashboard, navigate to Post-Purchase Funnels.
  2. Open an existing funnel or create a new one.
  3. Click Edit Offer on the upsell you want to configure.
  4. In the Edit Upsell Product panel, click on Product Selection to expand it.
  5. The Subscription Upgrades section will appear directly below Product Selection, marked as New.
Subscription Upgrades

​
Configuration

​
Step 1: Enable the Feature

Toggle Enable Subscription Upgrade on.

​
Step 2: Select the Eligible Product

Choose the product from the dropdown that should be targeted for the upgrade. If a customer’s cart contains multiple items, this setting tells the system which specific item to apply the upgrade to.

​
Step 3: Choose an Upgrade Method

Method A: Change Frequency Use this to move a customer to a different billing or delivery interval, for example upgrading a monthly subscriber to a prepaid plan.
  • Delivery Frequency refers to how often the product is shipped.
  • Billing Frequency refers to how often the customer is charged.
Example prepaid setup (pay for 6 months, delivered monthly):
  • Billing Frequency: Every 6 Months
  • Delivery Frequency: Every 1 Month
Method B: Replace with a Different Product Use this to swap the purchased item with a different product entirely, for example upgrading a single bottle to a bundle. Select Replace with a different product and choose the new product from your catalog. Note: The replacement applies to all future recurring orders, not just the next shipment. If a customer upgrades from 1 Shampoo to 2 Shampoos, every future delivery will reflect that change.

​
Subscription Upgrade Discount

You can offer a discount as an incentive for accepting the upgrade. In the Subscription Upgrades settings:
  • Discount type lets you choose between Percentage and Fixed Amount.
  • Discount value is where you enter the amount. Percentage discounts have a maximum of 100%.
The discount is applied through your subscription platform when the upgrade is processed.

​
Important Notes

  • Subscriptions only. This feature only triggers if the customer purchased the subscription version of the eligible product. It will not trigger for one-time purchases.
  • Frequency on replacements. When replacing a product, the new item inherits the original subscription’s frequency. Selecting a different frequency for the replacement is not currently supported.
  • Multi-product upsells. If you are running multi-product upsells, subscription upgrade settings must be configured individually for each product.