The Essentials Plan

The Essentials Trial and Essentials Plan enable a fully self-service use case of Brightback. This plan is different from our core Performance Plan in a number of key ways and is designed to enable lower volume and less sophisticated subscription businesses to get launched with a Deflection Funnel that starts saving customers. We cover the key differences between Performance and Essentials in this blog post, including the various use cases that are supported by each plan. 

This article will focus on two main areas:

Essentials Trial

The essentials trial is a 30-day trial experience of our Essentials Plan that allows you to build out your Cancel Page and deploy a basic A/B or Rules-Based Cancel Experience. If you do not have an existing Brightback account, you can sign up for a trial at You will be taken through a three-step sign up process that captures some key information about your account, and then will be launched into a new Brightback Trial account. 

The Brightback trial allows you to access the full Essentials Experience Manager and Settings tabs, but restricts access to any reports until you have purchased. At the end of 30 days, your trial will expire. At this point, you will still have access to the admin application. However, if you have published a Brightback Page with live traffic, we will be shutting this off unless you purchase a paid plan. 

The Essentials Plan allows you to get started on Brightback with a basic A/B Page and Offer testing setup or as simple rules-based targeting schema.

With this setup, you can easily test two different offer categories or types, or you can set up a High-Value and Low-Value customer page and target it at a specific set of customers. 

The goal here is to enable you to start testing out different approaches within your Deflection Funnel to see what works. The Essentials Plan should help you get there! 

There are a few key limitations of the Essentials Plan that you should be aware of:

  • You are limited to Two Brightback Pages + a no-offer Holdout Page
  • You do not have access to the Audiences Tab
  • You get basic Targeting (A/B or rules-based)
  • You get access to email-based support, but do not get a dedicated TAM to assist with retention strategies 
  • You get our basic Branding editor without the ability to input custom CSS
  • You can only place a single Offer per Page (thus you cannot have an LA Offer + Modal Offers or specific Offers per Cancel Reason)
  • The Offer Library is limited to Discounts, Pauses, Support & Training (Extensions, Plan Changes, and Customer Feedback are Performance only). 
  • You get access to our Chargebee, Stripe, Recurly, Slack and Segment Integrations (Salesforce is a Performance Plan feature)

If you already have a cancel flow with multiple offer types being presented, you are probably a better fit for our Performance Plan and should request a demo to get started. 

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