Plan Logic

In this article, I'll show you a really cool feature that makes it easier to manage plans on our site.

Plan Logic lets you automatically change customer plans based on a couple of easy-to-customize fields that work like IF .... THEN ... statements.

Use Cases

Check out these examples to see the power of Plan Logic.

Case 1: Upgrading to a Lifetime Plan

Suppose you offer a monthly plan and a lifetime plan on your site. When a member upgrades from the monthly plan to the lifetime plan, you want to cancel the monthly subscription. Plan Logic can handle this process for you.

Create a Plan Logic rule that cancels any recurring prices when an existing member purchases the lifetime plan. Once the member completes the checkout, Plan Logic automatically cancels the monthly subscription, which stops the platform from billing them for the original plan.

Case 2: Switching Between Free Plans

Let's say you have multiple free plans, such as a teacher and student plan. You may want to ensure that a member can only be enrolled in one free plan at a time. Plan Logic can help you achieve this.

To set this up, create two Plan Logic rules:

1. When Free Plan 1 is added, remove Free Plan 2.
2. When Free Plan 2 is added, remove Free Plan 1.

When a member switches between free plans, they are automatically removed from the previous plan.

Creating Logic for Plan Purchases

To create one or more logic statements:

1. Log in to your Memberstack account and click Plans on the side menu.
2. Select a plan name in the center window.
3. Expand the Plan Logic folder.

Now you have several options to add or remove items.

• Note  Plan Logic only runs when a member is updated. It does not run when a member is created. 

Adding plans

When a customer purchases a plan, you could add something else (e.g. 30 days of free access to a premium plan).

1. Select a plan and expand the Plan Logic folder.
2. Click Add under the heading When plan is purchased then.
3. Select one or more options on the drop-down menu.
4. Click Save.

• BTW  You can auto-add a plan when a customer cancels a plan.

Removing plans and prices

Compared to Add, the Remove tool has a few more options. You can:

1. remove one or multiple free plans
2. cancel individual or all recurring prices.

Free plans

To remove a free plan:

1. Click the Remove field.
2. Select one or more options on the drop-down menu.
3. Click Save.

• Optionally, switch on the toggle to remove all free plans.

Prices

Instead of removing a free plan, you can cancel one or more prices (i.e. a paid plan).

1. Click the Cancel field.
2. Select one or more options on the drop-down menu.
3. Optionally, switch on the toggle to cancel all prices.
4. Click Save.

Creating Logic for Cancelled Plans

Use Plan Logic to add or remove plans (or cancel prices) when a customer cancels a plan.

1. Expand the Plan Logic folder.
2. Scroll down to the heading When plan is cancelled then.
3. Follow the same steps described above to add, remove, or cancel.
4. Click Save.

Conclusion

Plan Logic is a versatile and powerful tool that can help streamline your plan management. With its flexibility and automation, you can save time and create a seamless experience for your members. We hope this article has provided you with a clear understanding of Plan Logic and how it can benefit your project.

Thanks for reading, and have a great day!