Managing Subscription Plans and Subscribers

Overview

Once you’ve created subscription plans, you’ll need to manage them and monitor your subscribers. The Coinflow merchant dashboard provides a comprehensive interface for managing all aspects of your subscriptions.

Viewing All Plans

Access your subscription plans from the merchant dashboard:

1. Log in to your Coinflow Merchant Dashboard
2. Navigate to Subscriptions > Plans
3. View all active and inactive plans

Plan List Information

For each plan, you’ll see:

• Plan Name - Display name shown to customers
• Plan Code - Unique identifier used in API calls
• Price - Amount charged per billing cycle
• Interval - Billing frequency (Monthly/Yearly)
• Active Subscribers - Current number of paying subscribers
• Status - Active or Deactivated

Managing Individual Plans

Click on any plan to view detailed information and manage subscribers.

Plan Details Page

The plan details page shows:

1. Plan Information

   • Name, code, and pricing
   • Billing interval and duration
   • Settlement type
   • Creation date

2. Subscriber List

   • All customers subscribed to this plan
   • Subscription status for each customer
   • Payment history
   • Actions (cancel, view details)

3. Plan Actions

   • Edit plan details
   • Deactivate plan
   • Export subscriber list

Subscriber Statuses

Each subscriber has a status indicating their subscription state:

Status Details

Active Status

• Customer is being billed successfully
• Access to subscription benefits continues
• Next billing date is scheduled

Canceled Status

• Customer or merchant initiated cancellation
• Access may continue until end of current billing period
• No future payments will be attempted
• Can be manually reactivated by creating new subscription

Failed Status

• Most recent payment attempt failed
• Subscription is suspended
• Coinflow will retry payment according to retry schedule
• Subscription may automatically cancel after multiple failures

Blocked Status

• Customer account has been flagged or restricted
• Usually due to fraud detection or policy violations
• Contact Coinflow support to resolve

Editing Plan Details

To modify an existing plan:

1. Click on the plan from the plans list
2. Click Edit Plan button
3. Update the desired fields:
   • Name
   • Description
   • Settlement type (can be changed)
4. Click Save Changes

Deactivating Plans

When you no longer want to offer a plan:

1. Navigate to the plan details
2. Click Deactivate Plan
3. Confirm deactivation

Effects of Deactivation:

• New customers cannot subscribe to this plan
• Existing subscribers remain active and continue billing
• Plan is hidden from your product pages
• Plan code remains reserved (cannot be reused)

To reactivate: Click Activate Plan from the plan details page.

Managing Individual Subscribers

Viewing Subscriber Details

Click on any subscriber to view:

• Customer email and ID
• Subscription start date
• Current status
• Next billing date
• Payment history
• All payments for this subscription

Canceling a Subscription

To cancel a subscription on behalf of a customer:

1. Navigate to the plan details
2. Find the subscriber in the list
3. Click Cancel Subscription
4. Confirm the cancellation

The subscription status will immediately change to “Canceled” and no future payments will be processed.

Payment History

View all payments associated with a subscription:

• Payment date and time
• Amount charged
• Payment method used
• Transaction ID
• Status (successful, failed, refunded)

Programmatic Management

You can also manage plans and subscribers via API:

Get All Plans

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// API Reference: /api-reference/api-reference/subscription/get-available-plans
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const response = await fetch(
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  'https://api-sandbox.coinflow.cash/api/subscription/{merchantId}/plans',
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  {
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    headers: {
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      'x-coinflow-auth-session-key': sessionKey
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    }
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  }
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);
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const plans = await response.json();

Get Subscribers for a Plan

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// API Reference: /api-reference/api-reference/customers/get-customersubscriptions
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const response = await fetch(
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  'https://api-sandbox.coinflow.cash/api/subscription/{merchantId}/subscribers',
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  {
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    headers: {
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      'x-coinflow-auth-session-key': sessionKey
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    }
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  }
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);
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const subscribers = await response.json();

Cancel Subscription (Merchant)

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// API Reference: /api/cancelsubscription
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const response = await fetch(
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  `https://api-sandbox.coinflow.cash/api/merchant/subscription/subscribers/{subscriptionId}`,
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  {
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    method: 'PATCH',
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    headers: {
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      'Authorization': 'YOUR_API_KEY'
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    }
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  }
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);

Exporting Subscriber Data

To export your subscriber list:

1. Navigate to the plan details page
2. Click Export Subscribers
3. Choose format (CSV or JSON)
4. Download the file

Exported data includes:

• Customer ID and email
• Subscription status
• Start date
• Next billing date
• Total payments made
• Lifetime value

Use this data for:

• Analytics and reporting
• Customer segmentation
• Churn analysis
• Integration with other tools

Monitoring Subscription Metrics

Track key metrics from the dashboard:

Plan-Level Metrics

• Active Subscribers - Current paying customers
• Total Revenue - All-time revenue from this plan
• Monthly Recurring Revenue (MRR) - Predictable monthly revenue
• Churn Rate - Percentage of subscribers who cancel
• New Subscribers - Growth rate

Overall Metrics

• Total active subscriptions across all plans
• Revenue by plan
• Subscriber growth trends
• Payment success/failure rates

Best Practices

Regular Monitoring

• Check subscription dashboard weekly
• Review failed payments and follow up
• Monitor churn trends
• Track which plans are most popular

Customer Communication

• Send email notifications for payment failures
• Communicate plan changes well in advance
• Offer easy cancellation (reduces chargebacks)
• Follow up with canceled customers

Plan Management

• Keep active plans to a minimum (3-5 options)
• Retire old plans by deactivating them
• Create new plan versions for price changes
• Use clear naming conventions

Data Management

• Export subscriber data regularly for backups
• Integrate with your CRM or analytics tools
• Set up automated reports
• Monitor for unusual patterns

Handling Common Scenarios

Failed Payments

When you see subscriptions with “Failed” status:

1. Review the payment failure reason
2. Contact the customer via email
3. Request payment method update
4. Coinflow will automatically retry failed payments

Subscriber Requests Plan Change

To move a subscriber to a different plan:

1. Cancel their current subscription
2. Have them subscribe to the new plan
3. Or: Keep both subscriptions and cancel one after confirmation

Bulk Operations

For bulk subscriber management:

1. Export subscriber list
2. Perform analysis/modifications
3. Use API for bulk operations
4. Import results back into your system

Webhooks for Management

Set up webhooks to automate subscriber management:

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// Receive notifications for subscription events
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{
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  "event": "subscription.status_changed",
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  "data": {
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    "subscriptionId": "sub_123",
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    "oldStatus": "Active",
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    "newStatus": "Canceled",
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    "customerId": "cust_456",
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    "planCode": "premium-monthly"
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  }
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}

Use these to:

• Update your database automatically
• Send customer notifications
• Trigger access revocation
• Update analytics

Related Resources

• Defining Plan Details
• Enabling Customer Cancellation
• Subscription Webhooks
• API Reference - Get Plans