• Navigate to Grow > Upgrades > Create new profile
• Select the required upgrade type and go to the "Customer tags" section.
  
  
  
  
  
  

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

How to create this offer in the Loop admin (Flows)

• Navigate to Retain > Flows > Create flow> Create your own workflow
• Go to the Add action under Then conditions, and navigate to the integration-based section.
  1. Select "Reward loyalty points (Okendo)" (or the equivalent option based on your connected loyalty app) and define the points/credits to reward.
     
     
     
     
     
     
     
     
  2. In reward notifications, the merchant can use the new variables to personalize the offer message (for example, to show current vs updated balance)

Personalization variables:

• {{okendo_points}}: Updated points balance after the flow runs and points are rewarded.
• {{old_okendo_points}}: Current loyalty points balance for the subscriber.

How to create this offer in the Loop admin (Reward journey)

• Navigate to Retain > Flows > Create flow> Reward journey
• Go to the reward journey section and choose the order no. on which the reward needs to be configured.
  1. Select "Reward loyalty points (Yotpo)" (or the equivalent option based on your connected loyalty app) and define the points/credits to reward.
     
     
     
     
     
     
     
     
  2. In reward texts, the merchant can use the new variables to personalize the offer message (for example, to show current vs updated balance)

Personalization variables:

• {{yotpo_points}}: Updated points balance after the flow runs and points are rewarded.
• {{old_yotpo_points}}: Current loyalty points balance for the subscriber.

Availability note:
This option will only be available in cancellation offers when the concerned loyalty app is connected with Loop.

Supported loyalty apps
Yotpo Loyalty
Influence
Rivo
Okendo
Rise.ai

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

What’s new?
We’re excited to introduce a new feature that allows subscribers to gift their upcoming order from a separate action button in the customer portal. This gives subscribers the option to send their order as a gift to a friend, family member, or colleague, and deliver a pleasant and unexpected gift

How to enable the feature:

It’s a simple one-click configuration!

1. Go to Loop Admin > Customer portal > Preferences > Order actions > Gift order and enable the checkbox.
   
   
   

Customer portal experience:

• When a subscriber logs into the customer portal and clicks on the "Gift" button, a pop-up will appear with two options:
  - Gift upcoming order
  - Close
• Upon selecting "Gift upcoming order", a side drawer will open, prompting the subscriber to enter the recipient’s details. Once completed, they can click "Gift this order", and the order will be charged immediately. The subscriber's current upcoming order will be charged, and the future upcoming order schedule remains unchanged.
  
  
  
  
  
  

Admin portal experience:

• The gifted order will appear in the order schedule with a "Gift" badge, indicating that it has been gifted.
• Audit logs will capture the gift activity, ensuring full transparency for admins. The shipping price will be calculated based on the recipient's address. If the address is undeliverable, an error message will be displayed to the subscriber. After the gift order is processed, the newly added address and updated shipping price will be reverted to the original address and price in the subscription contract, ensuring the original contract remains unchanged. All of these actions will be recorded in the logs for better tracking and understanding.
  
  
  
  
  

Reports:

• The Subscription activity logs report now includes a filter for the event type "order_gifted_customer_portal", giving detailed insights into gift activities.

Important notes:

• Available only for shipping or local delivery subscriptions (Not available for store pickups).
• Not enabled for Zapiet stores.
• Not valid for subscriptions with anchor configurations.

Plan availability:
Loop Pro plan only

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

Why was this needed?
Previously, when the order schedule preference was set to “based on delivery,” there was no supported variable to display the scheduled delivery date in the main subscription view. The portal only showed when the last order was charged, and subscribers had to open an additional pop-up to view delivery details. This added friction and reduced clarity in the portal experience.

Configuration via Admin portal
Navigate to Customer portal > Themes > Texts > Order now flow texts and search for the following fields:

• “Last order details (Order schedule preference based on billing)”
• “Last order details before delivery (Order schedule preference based on delivery)”
• “Last order details after delivery (Order schedule preference based on delivery)”

Customer portal experience:

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

How to create this offer in the Loop admin

• Navigate to Retain > Cancellation flows > Offers > Create new offer
• Go to the Cancellation offer section and click "+ Add offer"
• Select "Add Yotpo loyalty points" (or the equivalent option based on your connected loyalty app) and define the points/credits to reward
  
  
  
  
  
  

In the offer details drawer, the merchant can use the new variables to personalize the offer message (for example, to show current vs updated balance)

Personalization variables
{{yotpo_points}}: current loyalty points balance for the subscriber.
{{new_yotpo_points}}: updated points balance after the subscriber accepts the offer.

Availability note:
This option will only be available in cancellation offers when the concerned loyalty app is connected with Loop.

Supported loyalty apps
Yotpo Loyalty
Influence
Rivo
Okendo
Rise.ai

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

We’ve added a new preference in the Upgrade flow: Multiple upgrade options visibility, with two ways to present upgrade choices:

• Show the highest priority product as selected in the upgrade profile (default)
• Show available SKU upgrade options so customers can choose what works best for them 🆕

By showing options directly, you improve upgrade discoverability and give customers more flexibility, helping drive higher upgrade conversions.

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

Prepaid subscriptions are now more transparent for your customers. They can clearly see the total prepaid price, how their next order will be charged, and access a detailed prepaid credit history - directly from their subscriber portal.

What’s new?

1. Show total prepaid cycle price
You can now choose to display the total prepaid cycle price (instead of per-delivery price) on Subscription details and listing page. This helps customers clearly understand the full prepaid commitment upfront.

2. Clear breakdown of upcoming order charges
Customers can now see:

• Available prepaid credits
• Orders remaining (for expiring prepaid subscriptions)
• Exact credit usage for the next order
• Any additional amount that will be charged to their payment method (if credits are insufficient)

This covers all scenarios — mid-cycle orders, cycle renewals, sufficient credits, partial credit usage, or zero credits.

3. Prepaid credit history in portal
Customers can view a detailed credit history directly from the upcoming charge section, including credit additions, manual adjustments and order deductions. This gives full visibility into how their prepaid balance changes over time.

These updates reduce confusion, improve trust, and minimize support queries around prepaid subscriptions and upcoming charges.

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

Stay compliant with evolving automatic renewal laws across the United States with enhanced cancellation flow controls in Loop.

We have upgraded the earlier California-only ARL setting to a broader United States ARL compliance preference.

This update enables brands to align their cancellation flows with U.S. Automatic Renewal Law (ARL) requirements across states where customers must not be forced through multi-step cancellation surveys before completing cancellation.

California and Colorado are selected by default, as ARL requirements in these states are already active. Brands can additionally enable other U.S. states as needed.

Cancellation flow behavior under ARL

When this preference is active:

1. When a customer from an ARL-covered state attempts to cancel:

   • They are shown eligible offers directly.
   • If no offers are configured, the flow falls back to the Benefits page.
   • If no Benefits page is configured, cancellation reasons are displayed.
   • If no retention steps are enabled, the customer is taken directly to the confirmation screen and can cancel instantly.
2. Offers must be explicitly marked as “Available for U.S. customers under Automatic Renewal Law (ARL)” in the offer availability section, along with corresponding offer body text configuration.

Why this matters

• Supports compliance with U.S. ARL regulations.
• Reduces regulatory risk across multiple states.
• Ensures a legally aligned, friction-controlled cancellation experience.
• Maintains retention opportunities without violating ARL requirements.

This update helps brands balance compliance and retention while delivering a transparent cancellation experience to subscribers.

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

We’ve enhanced the order management for subscriptions with a definite pause duration. You can now skip, delay, or reschedule future orders for subscriptions that are paused for a set period, using bulk actions.

How Does It Help?

Subscriptions with a definite pause have future orders scheduled, but until now, you couldn’t adjust these orders if the subscribed products went out of stock or needed rescheduling. With this update, any orders linked to a subscription with a definite pause can now be managed just like active subscriptions.

Need help?

We’re happy to help you. Reach out to support@loopwork.co or get in touch with your success manager.

We’ve launched a new feature to help brands incentivise subscribers to upgrade their quantity in the same SKU. Now, subscribers can receive enticing discounts based on their quantity upgrades, giving brands more flexibility in managing subscription offerings.

How does it help?
This feature enables merchants to control better and incentivise upgrades, increasing customer loyalty with personalised discounts based on upgraded quantities, while enhancing the overall subscription experience.

How it works:

• Upgrade offers: Brands can now offer subscribers discounts to upgrade to larger quantities, e.g., from 1 quantity every month to 3 quantities every 3 months, at discounted rates.
  
  

  
  
  
  

  
  

  
  
  Offer examples:
  - Buy 2, deliver every 2 months & get 20% off
  - Buy 3, deliver every 3 months & get 30% off
  
  

  Let's say a subscriber is acquired with 1 quantity delivered every month.
  
  

• Now customer with 1 quantity subscribed to deliver every month will see both offers since the subscribed quantity is less than both the offer quantities. Accepting the "Buy 2 get 20% off" offer, quantity will be updated to 2, and frequency will be changed to deliver every 2 months.
• With quantity 2, only the "Buy 3, deliver every 3 months & get 30% off" upgrade offer will be shown. However, if the subscriber manually increases the quantity to 3, the upgrade offer for 3 qty(30% off) will not be auto-applied, the offer for 2 quantity (i.e. 20% off) will be carried forward to 3 qty.
• With quantity 2 and its offer - Buy get & get 20% off, if the subscriber manually reduces the quantity to 1, the offer for 2 quantity (20% off) will be auto-removed since it's no longer applicable.

Customer portal view:

• Quantity upgrade offers are only available for single-product subscriptions (like other upgrade offers).
• Manual changes in quantity will not auto-apply the upgraded offer for higher quantities (e.g., 3), but the previous offer (e.g., 2 quantity) will carry forward.
• No quantity upgrade offers are available via Loop APIs at this time.
• Selling plan discountswill be removed if brands opt for specific discounts other than those based on selling plans, with the new upgrade offer discount applied instead.