Upgrade offers

What are Upgrade offers?

When someone's Bundle Pass ends, that doesn't have to be the end of the relationship.

An Upgrade offer is a deal from your own publication: a discounted annual plan, a special monthly rate, whatever you run. We feature it in the emails we send to Pass holders whose Pass is about to expire.

One thing to be clear about: you don't create the offer on Trustfnd, you add it. The offer itself (the plan, the price, the discount) lives on your platform: a Ghost offer, a Beehiiv upgrade page, a sign-up page on your own site. On Trustfnd you add a short description of it, plus the link where Pass holders can claim it. We take it from there.

How it works, end to end

1. Create the offer on your platform. The plan or discount, and a page where a new paying subscriber can land and claim it.

2. Add the offer to your collaboration. One offer per creator, per collaboration.

3. We send the email series to each Pass holder around the time their Pass expires, featuring your offer with a Claim offer button that points at your page. See the full email series.

4. When a Pass holder upgrades, we detect the conversion and count it in your collaboration's analytics.

Set it, then forget it.

Add an offer to a collaboration

1. Go to Growth, find the Bundle Pass under Collaborations, open its ⋯ menu and choose Manage bundle. If you joined someone else's bundle, the menu item is called Bundle details.

2. In the Upgrade offers section, pick one of your existing offers, or choose Add offer.

3. Fill in the details. We send you straight back to the collaboration when you're done.

You can also manage all your offers in one place: open the menu in the top-right corner, choose Account settings and open the Upgrade offers tab.

What an offer consists of

Tick Set as my default offer for this publication and it's pre-selected whenever you add an offer to a new collaboration. Offers are reusable: add one once, use it across collaborations.

Tip: make sure the deal on your offer page matches what you entered here. If the email promises 20% off annual and the landing page shows full price, people bounce.

Preview the emails before they go out

From the collaboration's manage page you can preview how the email series will look with your offer in it. Worth a quick check every time you add or edit one. You can also switch the preview language. Pass holders receive the version that matches their own language.

If you run winback or expiry automations in Ghost or Beehiiv, pause or align them, so Pass holders don't get two overlapping offers.

Edit an offer

All your offers live in one place: open the menu in the top-right corner, choose Account settings and open the Upgrade offers tab. From an offer's menu you can Set as default, Duplicate or Delete it.

Edits apply to future emails. We read the offer details at send time, so if you improve your discount today, Pass holders whose series starts tomorrow see the better deal. Emails that were already sent don't change.

Stop sending for one collaboration

On the collaboration's manage page, find the Upgrade offers section and click Stop sending. The status changes to Offer is stopped, and new buyers don't receive the email series with your offer. Click Restart to switch it back on.

Delete an offer

If the offer is used in a collaboration, you get a warning first. Delete it anyway and you drop out of the email series for that collaboration until you add another one.

Stuck? We're here for you at support@trustfnd.com.