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Upgrade Play · Active customer to higher value

Create momentum around the upgrade.

A personalized offer lands at the moment the customer is already engaged, and the reward releases on the upgrade itself.

Eligibility comes from the customer’s own data, so the offer only reaches people who can actually take it. The reward is paid on the completed upgrade, not on opening the message.

Who it is for
Membership, subscription, and service businesses with tiers
What it moves
Upgrades and add-ons
Time to launch
Weeks — needs an eligibility source

How it fires

Three ways in. Same verified record.
Data feed The eligibility list and the completed upgrade both come from the customer system, so the play runs without staff involvement.
QR code A desk code lets staff hand the offer to a member in conversation, verified on the spot.
Sent link A sent link carries the personalized offer to members who are not in the building.

What the person sees

Five screens, trigger to next action
01 · Trigger
9:41
Your Brand
You’re eligible to upgrade
Personalized from your own plan
Current · Standard
Offer · Premium at $15/mo more
See my offer
02 · Verify
9:41
Your Brand
Confirm it’s you
Four-digit code to your mobile
4819
Verify
03 · Engage
9:41
Your Brand
Scratch for your upgrade bonus
Yours for looking at the offer
SCRATCH HERE
Scratch with your finger to reveal
04 · Upgrade
9:41
Your Brand
Reward activated
Your upgrade bonus is banked
Reward activated
$2
The upgrade reward is next
Upgrade my plan
05 · Completed
9:41
Your Brand
You’re on Premium
Released on the completed upgrade
Reward activated
$25
Added to your running balance
View my balance

Reward structure

A smaller reward for engaging with the offer, and the real reward on the completed upgrade.

Offer engaged Instant scratcher on the verified opt-in $2
Upgrade completed Released when the higher tier starts $25
Add-on purchased Released on the add-on transaction $10
Starting configuration for discussion. Values are set per customer, and every reward is paid on activation — no engagement, no reward fee.
Try it now
Demo pending

This Play runs on the same infrastructure as the others. A live upgrade experience has not been published yet.

No live demo published for this Play yet. Send the experience URL and the QR code goes here — it will work on desk cards and in decks.

Run this Play.

Promotion Vault will apply your brand, set the reward values, and put Rewards Vault underneath it. Most customers run this Play as built.

The other Plays