• Create roles based on team functions (like Support, Ops, Marketing, or Finance)
• Ensure consistent access controls across users with similar responsibilities
• Update permissions once at the role level - changes reflect across all assigned users
• Streamline team onboarding by setting default roles

Need help?

Reach out to us at support@loopwork.co or via the support beacon in your dashboard.

We’ve expanded our analytics suite to offer more powerful and actionable insights into your subscriber behavior, cohort trends, and churn patterns. With these updates, you can now go beyond simple metrics to understand the drivers of growth, retention, and cancellations at a deeper level.

🔍 Subscriber Insights: Know Your Subscriber Base Like Never Before

• Track Real Subscriber Growth & Churn
   Visualize subscriber growth by tracking changes in new, paused, resumed, reactivated, canceled, and expired subscribers over time. Go beyond just subscription counts to understand subscriber activity and health at every stage of the journey.
• Monitor Subscriber Acquisition
   Measure non-subscriber to subscriber conversion rates, and track which products, plans, and delivery intervals are contributing most to subscriber growth. This helps you refine your acquisition strategy by identifying top-performing acquisition channels.
• Revenue Insights
   Compare subscriber revenue vs. non-subscriber revenue to measure the long-term value of your subscribers. Track recurring vs. checkout subscriber revenue to identify revenue streams that can be optimized for better retention.
• Read more here

📊 Cohort Analytics: Unlock Retention Patterns and Cohort Behavior

• Track Cohort Retention
  Analyze retention over time for each cohort based on their first order or acquisition date. See exactly when cohorts drop off, whether it's after the 2nd or 3rd order, and tailor your retention strategies accordingly.
• Measure Lifetime Value (LTV)
  Track Average Subscriber LTV and Subscription LTV for cohorts to understand how much revenue different groups of customers are bringing in over time. Identify the cohorts that are generating the most value to optimize your acquisition and retention strategies.
• Assess Acquisition Strategies
  Evaluate which acquisition months, products, or selling plans brought in the most loyal, high-value customers. Use these insights to inform future acquisition efforts and improve long-term subscriber retention.
• Evaluate Plans & Delivery Intervals
  Compare the performance of various selling plans and delivery intervals. Track the MRR and subscriber count for different plans to identify which ones are driving growth and which need adjustment.
• Read more here

❌ Cancellation & Churn Insights: Understand and Act on Subscriber Cancellations

• Churn Overview & Trends
  Get a high-level view of subscriber churn and subscription cancellations, with metrics on churn rate and lost MRR. Monitor 0-day churn, and track upcoming order notification churn to anticipate cancellations before they happen. See churn trends by day, week, and month to evaluate the impact of retention efforts or product changes.
• Order-Wise Cancellations
  Break down churn based on the number of orders placed before cancellation. Identify common drop-off stages such as cancellations after the 1st or 2nd order, and use this data to optimize your lifecycle journeys and plan effective retention interventions.
• Product-Specific Churn Tracking
  Identify which products are contributing most to churned revenue. Track churn trends at the product level to pinpoint the root causes—whether it’s pricing, product fit, or dissatisfaction with the item itself. Drill down to the variant level to identify issues with specific product SKUs.
• Reason-Wise Cancellations
  Understand why subscribers cancel by tracking cancellation reasons such as pricing concerns, product fit, or dissatisfaction. This allows you to optimize your messaging, retention flows, and offers to address the most common reasons for churn.
• Cancellation Flow Effectiveness
  Measure the effectiveness of your save actions at the product level, such as how often your cancellation flows succeed in retaining subscribers. Track save rates and analyze cancellation attempts to optimize your retention strategies.
• Read more here

With this expanded analytics toolset, you can gain a comprehensive view of your subscriber base for tracking growth, acquisition, churn, and product-specific cancellations. Whether you're optimizing acquisition strategies, refining retention flows, or analyzing churn reasons at the product or cohort level, these insights help to make smarter, more data-driven decisions.

By focusing on churn patterns, cohort behaviors, and subscriber acquisition, you’ll be empowered to improve subscriber retention, maximize revenue, and build a healthier, more loyal subscriber base.

Coming Soon: Lifetime Value (LTV) tracking and additional improvements!

Need help?

Reach out to us at support@loopwork.co or via the support beacon in your dashboard.

We’ve introduced Backup Payment Method support to help you recover more failed payments automatically and effortlessly. This feature ensures your subscription revenue doesn’t pause when your subscriber’s primary card does.

What’s New?

Automatic Retry on Backup Card
When the primary card fails, Loop instantly retries the charge on the subscriber’s backup card, boosting recovery and reducing churn.

Merchant & Customer Setup Options
Both merchants and customers can add or manage backup cards directly from Loop Admin or the Customer Portal.

Smart Auto-Assign
Choose to auto-configure a backup method for customers who already have multiple saved cards, set it once and forget it.

How to Enable It?

1. Go to Loop Admin > Retain > Payment Recovery > Retry Settings

2. Enable:

   • Backup Payment Method (Master switch)
   • Auto-configure Backup Method (optional but recommended)

That’s it! Loop will handle the rest.

Here's how the subscriber portal experience looks:

Here's what you will see on your Loop dashboard:

Need help?

Check out our help article to set things up. 

Need support? Reach out to us at support@loopwork.co or via the support beacon in your dashboard.

The brand-new reporting experience is now available bringing powerful customization, faster performance, and a more intuitive UI

What’s New?

✨ Create & save custom report views
 Build your own reporting dashboards with pre-defined filters and selected columns tailored to your workflows.

🔗 One-Click Shareable URLs
Generate and share filtered report links with teammates in a click.

🔍 Revamped Filter UX
Apply filters instantly with an inline selector, no friction. Modify filters one at a time for quicker edits.

🚀 Faster Performance
We’ve optimized the backend to deliver noticeably faster responses making your reports load in a flash.

📁 Find Your Custom Views Easily
Custom reports appear right above standard reports on the same report page

📁 Custom views – flexible reporting, built for teams

• You can create a view by opening any report, applying filters, and clicking “Create View.”
• Vews are accessible to all users, but only editable by the creator
• Filters now appear inline, speeding up the process.
  
  

  
  

• Your own views appear at the top of your list; others’ views appear lower to reduce clutter.
• A new filter "Created by" lets you view reports by specific creators.

• You can share custom views report links with teammates in a click.

Plan availability

Custom views are available on all paid Loop plans.

Need help?

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

We’ve upgraded the manual subscription creation experience to give you greater control over selling plans, discounts, shipping, and currency selection.

What’s New?

Line-level Selling Plan Selection
Choose the exact selling plan for each item while creating a subscription.

Custom Discount Support
Apply either the selling plan discount or override it with a custom discount per item.

Currency Selection Support
Choose from your store’s enabled currencies when creating a subscription. Product prices will automatically display in the selected currency across the entire flow.

Custom Shipping Code & Title
Assign different shipping codes and titles for more flexible fulfillment.

How to create a manual subscription?

1. Go to the Loop Dashboard > Subscriptions > Create Subscription
2. Select the customer and currency
3. Choose subscription frequency
4. Add items to the subscription

5. For each line:

   • Select Selling Plan
   • Apply a Discount (Selling Plan or Custom)
   • Set Shipping Code & Title
6. Fill in the billing details
7. Click on "Create subscription"
   
   

Need help?

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

✨ New Features 

1. Cohort analytics - Unlock deeper retention and behavior insights across your subscription business like how customers behave after their first order, when they churn, which cohorts are worth doubling down on and much more. Learn more.

2. Streaks - Gamify subscriber journeys to build habits by unlocking milestone-based rewards only when a subscriber places an order on time. Learn more.

3. Faster and powerful Reports – Leverage the new faster reporting experience to apply filters instantly with an inline selector and create, save and share custom report views within your teams. Learn more.

⤴️ Improvements

 1. Add product campaign upgrade - Configurable campaign-specific text for the “Add product” drawer. Offer dynamic discounts and purchase options independent of upsell configuration.

2. Update shipping price via Flows - Avoid extra shipping charges levied on one-time products when subscription-specific rates have been configured in Loop by updating shipping price via Flows.

3. Flows improvements - Quality of improvements for smooth operations even at scale like search by flow name, & status and trigger based filters.

4. Dynamic order tags - Leverage dynamic order tags based on selling plan name and anchor day to streamline your order management processes.

5. Banner for general upsell - Configure completely customisable HTML enabled banner to be displayed as header for general upsell recommendations. Available at Upsell > Cutomer portal > Upsell profiles > General upsell profile.

Link to May'25 product updates

Streaks is a powerful method to unlock reliable recurring revenue, incentivising subscribers to build consistent habits by placing orders on schedule.

Why Streaks matter?

🔍 Roughly 60–70% of customer portal actions are negative — like Skip, Cancel, or Pause.
📉 Only 50–60% of 2nd orders are even attempted. Most are lost to negative actions.

This means your subscribers often don't build consistent habits with your products, leading to poor outcomes for them and lost recurring revenue for you.

What’s new?

✅ Gamify the subscription experience
Motivate subscribers to build positive, consistent habits by unlocking milestone-based rewards — but only when they place orders on time.

🎁 Offer exciting, tiered rewards
Set up progressive rewards like free gifts or exclusive discounts that subscribers can earn by maintaining their order streaks.

🔄 Personalized Streak programs
Design streaks based on order frequency, products, or selling plans. When multiple streaks apply, we’ll automatically enrol subscribers into the most rewarding one.

⏳ Flexible grace period
Allow subscribers to maintain streaks even when life gets in the way — like travel delays — with grace period.

💪 Drive consistency, build loyalty
Help your subscribers stay consistent and feel good about their progress, fostering deeper brand loyalty and improving long-term retention.

How to set it up?

Go to Retain > Streaks > Create Streak > Program
✔️ Name your program
✔️ Select subscription frequency
✔️ Define order milestones + grace periods
✔️ Set eligibility conditions (products & selling plans)
✔️ Add milestone rewards (discounts, gifts)
✔️ Add a motivational quote for every milestone

📝 Note: For subscriptions enrolled in Streaks, only the Streak banner will be displayed (Flow reward banners will be hidden).

How does a streak break?

A streak will only break if a subscriber fails to place an order by the scheduled date + grace period. 

Note: Actions like pause, cancel, skip, or reschedule do not break the streak, as they’re reversible. Subscribers can always come back and place the next order within the grace period to maintain their streak.

Plan availability

Only available on Loop Pro plan

Need help?

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

1. Rise AI <> Loop integration - Subscribers can now use store credits on their subscription orders and view their credit usage history within customer portal itself. Learn more.

2. Bubblehouse improvements 

• Loyalty points are now credited back to the customer loyalty wallet after discount removal enhancing customer trust. 
• You can now configure discount code titles to match your brand tonality.

• Customers can now login to their bubblehouse loyalty page directly via Loop loyalty widget making it more convenient for users to view loyalty perks in depth. 

  • A new preference has been created to enable this. Head over to Loop > Apps> Bubblehouse > set-up instructions tab to enable this preference.

3. 3rd party marketing app integrations - A new event, Line Changed, has been introduced. It is triggered whenever a line action - such as adding, removing, or swapping a line - is performed by the customer, admin, or system on a subscription contract ensuring complete sync between Loop and other 3p marketing apps. 

1. [New] Upgrade profiles -You can now show upgrade profiles to your customer with our APIs. Following API endpoint have been released:

• Fetch upgrade profiles - This endpoint allows you to fetch all the applicable active upgrade profile for the subscription contract.
• Upgrade profile action - This endpoint is used to log the view and rejection of the upgrade profile offered to a user. It accepts the upgrade profileId and viewType input and logs the information into the system's database for analytics purposes.
• Apply upgrade profile - This endpoint allows you to apply the upgrade profile for the subscription contract.
  
  

2. Custom attribute - A new functionality to add `customAttributes` in add line, add line once and bulk line update (lines to add) have been released. Use this to store line level custom information required for brand specific use-cases. This functionality has been released for both Storefront and Admin API.

3. Order processing improvement - Few major improvements have been done to handle immediate order processing ensuring faster and more reliable execution. This enhancement applies to all four order sources ( Admin API, Storefront API, Admin Portal, Customer Portal) and covers the following actions:

• Checkout
• Checkout Reactivate
• Place Order
• Resume & Charge Immediately
• Reactivate & Charge Immediately 

We’ve made Add Product campaigns more flexible — and far more powerful. Now, brands can customise the texts, discounts and purchase options shown in the Add Product drawer to match the tone, urgency, and purpose of each campaign.

Why it matters

The add product campaign drawer isn't just a utility — it's a moment to convert. And when that moment aligns with the campaign's intent, you're more likely to win an upsell.

💡 Think tailored messaging for tailored offers:

• Launching a new product? Use “Exclusive access to new arrivals”
• Running a flash deal? Go with “Limited time offer, don’t miss out”
• Promoting a seasonal item? Try “Just in for the season”

What's new

📝 Configurable drawer titles
Set custom titles for each Add Product campaign to reflect your message and grab attention.

🎯 Tailored CTA buttons
Instead of generic copy like “Add product one-time” or “Add as subscription,” your campaigns can now use high-converting CTAs like:
✅ “Accept offer”
❌ “Decline offer”

📦 Independence from upsell settings
Campaign Actions have become fully decoupled from standard upsell logic, giving you even more control in terms of discounting and text messaging.

Get started now
Head to Retain > Quick actions > Campaign actions > Generate quick actions > Add product

• Select product, purchase options and discount value to be offered in the campaign.
• Configure campaign-specific texts to drive higher conversion.
• Select subscriptions to generate a manual campaign action list or sync the list to Klaviyo. 

Need help setting this up?

Reach out to support@loopwork.co or connect with your success manager.

Let’s make every campaign count.